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Last modified by admin on 2022/04/24 04:58
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Assign Tokens
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Tokens tab Step 2: Select Assign Token Step 3: In the opened popup, select desired tokens. Step 4: Click Save. The newly added tokens are displayed in the Tokens list of the Manage Access tab. Edit Token You can edit token permissions by selecting Action icon button, then clicking Edit
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** [[image:image-20230630134438-2.png]] Step 3: In the opened popup, select desired tokens. [[image:image-20230630134510-3.png]] Step 4: Click **Save**. The newly added tokens are displayed in the **Tokens** list
…** button, then clicking **Edit.** [[image:image-20230630134716-4.png]] == **Remove Token** == You can
[4]Activation
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License option and click Add License. Step 2: Fill in the License Key field with the License Key you received from the licensing email. Click Generate. Step 3: Copy the Activation Request below and open
…click the Save button to record the Agent to the system. Step 3: Open your akaBot Agent again, choose
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filling out the form, you click the **Save** button to record the Agent to the system. **Step 3**: Open
…** option and click **Add License.** [[image:1698997596149-505.png||height="413" width="855"]] **Step 2:** * Fill in the License Key field with the License Key you received from the licensing email. * Click
[8] Advanced Filter in Data Service
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filters on your results list, click Advanced Filter. The pop-up Advanced Filter will open Step 3: User
…, use integers for Number fields. Click + Condtion to add as many conditions as you need. To remove a conditions, click the corresponding Delete icon or if you want to clear all filter, click Clear all
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**: To apply more filters on your results list, click **Advanced Filter**. The pop-up Advanced Filter will open ))) [[image:image-20230630132522-2.png]] (% class="box infomessage" %) ((( **Step 3**: User Advanced Filter ))) 1
…for **Text** fields, use integers for **Number** fields. ))) 1. Click **+ Condtion** to add as many
Assign Users
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: In Manage Access, select Users tab Step 2: Select Assign User Step 3: In the opened popup, select desired users and their permissions. Step 4: Click Save. The newly added users are displayed
…icon button, then clicking Edit Remove user You can remove a user from Data Service by selecting
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: Select **Assign User** [[image:image-20230630135024-2.png]] Step 3: In the opened popup, select desired users and their permissions. [[image:image-20230630135056-3.png]] Step 4: Click **Save
…** == You can edit custom permissions by selecting **Action icon** button, then clicking **Edit
[5] Trigger
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can clic the 3 dots buttin at the trigger you want, click Edit button to update trigger as your wish. S2: A form will appear for you to fill in. After fulfillment, please click Save to save your work
…Trigger can help you to run Bot automatically with some conditions/ S1: Click in Create New button
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-20230528123209-3.png]] S2: A form will appear for you to fill in. After fulfillment, please click **Save
…Trigger can help you to run Bot automatically with some conditions/ S1: Click in **Create New
…-20230528123104-2.png||height="345" width="681"]] If you already have a **Trigger**, you can clic the 3 dots
[2] Import Documents Via Email
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to go to the pipeline's configuration: Staff can go to specific pipeline and click "Configuration
…: Choose tab "Input" Step 3: If staff want to use the email input function. Staff can choose the email name on the box and then click "Create mail" button Note: akaBot Vision give a default email, staff
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configuration: ))) * Staff can go to specific pipeline and click "Configuration" button [[image:image
…"]] (% class="box infomessage" %) ((( **Step 3**: If staff want to use the email input function. Staff can choose the email name on the box and then click "Create mail" button ))) (% class="box warningmessage
[4] Business dataset
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with a maximum length of 50 characters. Duplicate names are supported. 3. After you click Save, the new
…Setting in the top-right corner Select Configure Business Dataset. 3. On the Business Dataset
…decimals. 4. Click Enter to save the workflow value. Adding Custom Columns to the Business
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are supported. ))) 3. After you click **Save**, the new custom column will be visible in the Business
….png]] 3. On the **Business Dataset **page, enter the manual time (in minutes) it would take
…. Click **Enter** to save the workflow value. == **Adding Custom Columns to the Business Dataset
Create New Pipeline
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a new one just follow the steps below: Step 1: After login, on the Home screen, click "+ Pipeline" button in the upper left corner Step 2: Fill the pipeline name Step 3: Choose the document type
…for reviewing documents (if need). Step 5: Click "OK" button to complete creating a new pipeline. Table
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the steps below: **Step 1**: After login, on the Home screen, click "+ Pipeline" button in the upper left
….png||height="356" width="549"]] **Step 3**: Choose the document type. A document type is a predefined
…infomessage" %) ((( Step 5: Click "OK" button to complete creating a new pipeline. ))) [[image:1704879194659
For Business User
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Use case 3: Set up schedule 1. View schedule Option 1: S1: In Automation menu, you click
…bot 1. Modify Asset (If you don’t need modify assets, please click here to find the way to run Bot) S1: To access Asset page, click Asset in the left menu S2: Find name of asset you want to edit
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[3] How to use akaBot Center (by Use Case)
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in the Action column [[image:image-20230425134819-3.png]] **//Option 2~://** Alternatively, when you click
…on calendar. (% style="font-size:18px" %)3. Disable schedule S1: To disable a schedule, click corresponding
…: To see the logbug > click **Log Detail** == [[image:image-20230425140027-3.png]] (% style="color:#e74c3c
[2] Agent Group
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and allow you to bulk delete selected them 2 Name The name of the Agent Group. You can click the name of the Agent Group the view its details 3 Description The description of the Agent Group 4 Created by You can see the username that created the Agent Group To view the details of the Agent Group, click eye
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[3] Resources
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selected them |2|**Name**|The name of the Agent Group. You can click the name of the Agent Group the view its details |3|**Description**|The description of the Agent Group |4|**Created by**|You can see the username that created the Agent Group To view the details of the Agent Group, click eye button