検索：select-item-2

then select Settings button at the right upper corner). Step 2: – Choose Center tab and fill information

to show hidden icons. – Right click akaBot icon. – Select Show akaBot Agent. After that, akaBot Agent

by performing below steps: Step 1: In Settings screen ( if in the List Workflows screen then select Settings

[2] How to use akaBot Agent

to show hidden icons. – Right click akaBot icon. – Select Show akaBot Agent. [[image:image-20220505174101

:** In Settings screen ( if in the List Workflows screen then select Settings button at the right upper corner). [[image:image-20221117102945-5.png||cursorshover="true" height="754" width="831"]] **Step 2:** Choose Network

the functionalities which you can use to operate on the file. 2 Home Display the functionalities which you can use

for detailed user guide. 2 Open Open an existed workflow project. Refer to section: 2.2.2 Open a project

should follow below actions: Step 1: Click ‘New’ Step 2: Choose type workflow: Blank or General Business

[2] How to use akaBot Studio

[2] Getting Started

[2] How To Use akaBot Studio

: |=#|=Panel|=Description |1|File|Display the functionalities which you can use to operate on the file. |2|Home

of the screen: The User Interface of File panel is as below: [[image:image-20220506161341-2.png]] The File

workflow project. Refer to section: 2.2.1 Create a new workflow project for detailed user guide. |**2

, you can upload documents manually or via the API. 2. Setting up email inbox Step 1: Each pipeline has its own email inbox. Open it by going to a specific pipeline’s configuration. There are 2 ways

" button Or staff can go to Settings and choose the pipeline needed to be set up email inbox Step 2

[2] Import Documents Via Email

email inbox in your workflow, you can upload documents manually or via the API. == **2. Setting up

. Open it by going to a specific pipeline’s configuration. There are 2 ways to go to the pipeline's

-20221021095133-2.png||cursorshover="true"]] * Or staff can go to Settings and choose the pipeline needed

Software\akaBot Platform”. You can change the clicking “Browse” button then select a folder. 2 – If you

installing instruction: 2. Detailed Steps Step 1 - Download the installer from the link provided in the Licensing Email Step 2 - Extract the zipped file and run the setup as Administrator. If your computer

[2] Installation

the clicking “Browse” button then select a folder. 2 – If you prefer that anyone (any profile) on your

(or Network) Edition.** 2. Kindly make sure your computer fulfilling the **[[hardware and software

the Installer download link. If not yet, **[[request a 2-month trial license>>https://akabot.com/request-trial

To run a process with selected Human Task in Collaboration, select Run Process. A window

"Advanced Option", 2 more fields will be shown for you to fill: Field Description Type Required? Note

Dropdown list No After filling, select Run Now.

[2] Launch a process with Human Task in Collaboration Center

[2] Collaboration Center

[2] Launch a process with Human Task in Collaboration Center

To run a process with selected Human Task in Collaboration, select **Run Process.** [[image:image

"]] If you click "Advanced Option", 2 more fields will be shown for you to fill: [[image:1699430307775-207

list|No| After filling, select **Run Now.**

that was run by the selected Agent or Workflows You can get your reports by Agent and Workflow. To access

by going to Report tab > Select Agent tab. No Column Description 1 Agent Name The name of the Agent which activities is reported 2 Workflow Name The name of the Workflow which activities is reported 3

[2] Report

[2] How To Use AkaBot Center

[2] akaBot Operation Functions

[2] Report

that was run by the selected Agent or Workflows You can get your reports by **Agent** and **Workflow

** == Users can view Agent Report by going to **Report** tab > Select **Agent** tab. [[image:image

is reported |2|Workflow Name|The name of the Workflow which activities is reported |3|Task Successful

of the Roles. Delete: allows users to delete selected role 2 Name The title of the role Default Roles

: No Resource 1 ADMIN RESOURCE 2 ENVIRONMENT RESOURCE 3 ROBOT RESOURCE 4 PACKAGE RESOURCE 5 WORKFLOW RESOURCE 6

’ information. After selecting the Role Management tab, the system displays the following page: No Column

[2] Role Management

[2] How To Use AkaBot Center

[2] akaBot Operation Functions

[2] Role Management

of the Roles. Delete: allows users to delete selected role |2|Name|The title of the role * Default Roles

| |2|Resources|You can only choose one option for each row Select the rights for the role

below: |=No|=Resource |1|ADMIN RESOURCE |2|ENVIRONMENT RESOURCE |3|ROBOT RESOURCE |4|PACKAGE

. 2. A new dialog box opens, enter the new role name and re-select the level of impact on the system

of the role card and select View. 2. A new dialog box opens, select Cancel to close the dialog box.

Manage User Roles Insights supports 2 main permissions: ADMINISTRATOR_RESOURCE & DATASET_RESOURCE

[2] Roles

[2] Administration

[2] Roles and Permissions

on the leftmost side of the role card and select **Update.** [[image:image-20230420154728-3.png]] 2. A new

side of the role card and select **View.** [[image:image-20230420155357-4.png]] 2. A new dialog

** == Insights supports 2 main permissions: ADMINISTRATOR_RESOURCE & DATASET_RESOURCE. From 2 basic permissions

code, OAuth 2.0 Password, or Personal Access Token (PAT) authentication. Select App Connect from akaBot Center. From the Connectors list, select Salesforce. You can also use the search bar to narrow down the connector. Select the Add connection button. You are now redirected to the connection page

[2] Salesforce authentication

[2] Connectors

Authorization code, OAuth 2.0 Password, or Personal Access Token (PAT) authentication. 1. Select **App Connect** from **akaBot Center**. 1. From the **Connectors** list, select Salesforce.((( You can also use the search bar to narrow down the connector. ))) 1. Select the **Add connection** button. 1. You are now

No Panel Description 1 Feature menu Show all the main functionality of akaBot Center 2 Quick Navigation Easily navigate to page, package, agent, agent group, workflow, asset, queue, schedule,… 3 Main

/Trigger/Agent 5 Organization Unit Selection Menu Change the active Organization Unit 6 Language Change

[2] The User Interface

[2] How To Use AkaBot Center

[2] The User Interface

[[image:image-20221026094656-1.png]] |=No|=Panel|=Description |1|**Feature menu**|Show all the main functionality of akaBot Center |2|**Quick Navigation**|Easily navigate to page, package, agent

Unit Selection Menu**|Change the active Organization Unit |6|**Language**|Change the display language