Implementar agentes conversacionales

After designing and testing your conversational agent, you need to publish and deploy it to make it available to users. Publishing and deployment are two separate steps:

• Publishing: Packages your agent as a solution and uploads it to Orchestrator.
• Deployment: Makes the published solution available for execution with the required runtime resources.

Orchestrator folder requirements

Before publishing, ensure your target Orchestrator folder has the required resources configured.

Recurso	Propósito	Obligatorio
Unattended robot account	Provides the execution identity for the conversational agent	Sí
Serverless robot	Executes specific tool calls (cross-platform RPA automations)	If using these tools
Virtual machine	Executes Windows-based RPA automations	If using Windows automations
Conexiones compartidas	Provides access to Integration Service connectors	If tools use connectors

Importante:

If your agent fails to start in Instance Management, verify that:

• An unattended robot account is assigned to the solution folder.
• You are in the correct tenant where the agent solution resides.

Publicar

Publishing packages your conversational agent as a solution and uploads it to Orchestrator.

Publishing steps

1. In Studio Web, open your conversational agent.
2. Selecciona Publicar en la barra de herramientas superior.
3. Select the target Orchestrator feed (we recommend Orchestrator tenant feed).
4. (Optional) Enter a Change log note describing your change.
5. Selecciona Publicar.

For detailed publishing options, see Publishing a project.

Implementación

After publishing, you need to deploy the solution to make it available for execution. Deployment associates the published solution with the runtime resources in your Orchestrator folder.

Pasos de implementación

1. Navigate to your Orchestrator.
2. Locate the published solution.
3. Deploy (or upgrade) the solution, ensuring it has access to the required robot accounts and connections.

Once deployed, the agent appears in Instance Management and becomes available through configured channels.

For detailed deployment options, refer to Publishing a project.

Connection management

The agent needs access to the same connections used at design time. To ensure connections work at runtime, we recommend the following setup:

1. Crea conexiones de Integration Service en una carpeta compartida de Orchestrator.
2. Use these shared connections during design and debugging.
3. Publicar la solución como una subcarpeta dentro de la misma carpeta compartida.

This setup ensures the solution automatically inherits the parent folder's connections.

Nota:

Personal connections are not currently supported. Only shared connections are available for conversational agents.

Deployment channels

After publishing, users can access your conversational agent through multiple channels. Each channel offers different capabilities and is suited for different use cases.

Channel overview

Canal	Mejor para	Autenticación de usuario
Gestión de instancias	Admin testing, internal users	Cuenta de UiPath
Autopilot for Everyone	Internal productivity hub	Cuenta de UiPath
Microsoft Teams	Team collaboration	Microsoft account and UiPath account
Slack	Team collaboration	Slack account and UiPath account
iFrame embedding	Third-party apps and UiPath Apps	UiPath account or anonymous

Feature availability by channel

Not all chat features are available in every channel. Instance Management provides the complete feature set; other channels may have limitations.

Función	Gestión de instancias	Autopilot for Everyone	Microsoft Teams	Slack	Iframe
Start new chat	✅	✅	✅	✅	✅
Historial de chat	✅	✅	✅	✅	✅
Delete chat session	✅	✅	✅	❌	✅
Configuración	✅	✅	❌	❌	✅
Iniciar solicitudes	✅	❌	❌	❌	✅
Cargas de archivos	✅	✅	❌	❌	✅
Citas	✅	✅	✅	✅	❌
Vista previa de HTML	✅	❌	❌	❌	✅
Copy response	✅	✅	❌	❌	✅
Feedback (thumbs)	✅	✅	✅	✅	✅
Debug dump (Ctrl+Alt+D)	✅	✅	❌	❌	❌

Choosing a channel

Consider these factors when selecting deployment channels:

Internal users with UiPath access

• Use Instance Management for admin testing and power users.
• Use Autopilot for Everyone as a central hub for all agents.

Team collaboration

• Use Teams or Slack to bring the agent where teams already work.

Custom applications

• Use iFrame embedding for third-party apps or UiPath Apps.

External or anonymous users

• Use iFrame embedding with anonymous auth server.

Chat session behavior

Conversational agents maintain persistent sessions:

• Each conversation runs as a dedicated Orchestrator process (active for up to 8 hours of inactivity).
• Sessions remain active to enable immediate responses.
• Idle sessions consume minimal resources.

Chat session behavior

Conversational agents maintain persistent sessions:

• Each conversation runs as a dedicated Orchestrator process (active for up to 8 hours of inactivity).
• Sessions remain active to enable immediate responses.
• Idle sessions consume minimal resources.

Using UiPath tools in external platforms

You can expose UiPath capabilities (automations, workflows, document processing) to external chat platforms like ChatGPT and Microsoft Copilot Studio using MCP (Model Context Protocol) tools. This approach uses direct tool calls rather than conversational agents.

For details on MCP integration, refer to MCP Servers.

Próximos pasos

Select a channel to learn about setup and configuration:

• Gestión de instancias
• Autopilot for Everyone
• Microsoft Teams
• Slack
• Apps embedding