Acerca de UiPath Assistant

UiPath Assistant es una herramienta creada específicamente para convertir la interacción del usuario con nuestros robots en una experiencia agradable y satisfactoria desde la comodidad de su escritorio. Es el lugar donde las personas pueden acceder, gestionar y ejecutar con facilidad automatizaciones en solo un par de clics. La interfaz puede personalizarse para que se adapte a cada persona, eligiendo un avatar y un nombre para el UiPath Robot, organizando procesos en carpetas personalizadas en la plataforma de lanzamiento o tal vez eligiendo otro tema. Todo ello hace de UiPath Assistant nuestro puente entre humanos y UiPath Robots.

La primera vez que inicies UiPath Assistant, verás un tour interactivo que te llevará a través de sus características principales. Siempre puedes reiniciarlo desde la sección Ayuda en el menú Preferencias.

As a client of the Robot, it can send commands to start or stop jobs and change settings, based on user input.

Aunque está especialmente diseñado para uso atendido, UiPath Assistant no pone límite alguno a los procesos que puedes iniciar. Esto significa que podrás conectarte fácilmente a Orchestrator e iniciar trabajos desde allí.

Additionally, if you run into any issues while using the Assistant, you can start the UiPath Diagnostic Tool from the error dialog box to gather data related to the error.

During installation, you are able to choose to deploy the Robot in User Mode or Service Mode to better suit your environment. For more details, see the According to Deployment document.

After you install and run the UiPath Assistant, an icon is displayed in the system tray. Clicking this icon brings UiPath Assistant into focus, while right-clicking it brings up a menu from which you can access the Preferences, Orchestrator Settings, bring it to focus or Quit.

Iconos de ejecución de procesos y UiPath Assistant:

Bandeja

• - cuando se establece la conexión.
• - cuando no está conectado.
• - cuando se encuentra un error, como la detención del servicio de UiPath Robot.
• - cuando hay notificaciones nuevas o no leídas.

El estado de conexión de Orchestrator también se muestra en UiPath Assistant junto al menú de preferencias.

Barra de tareas

• : UiPath Assistant simple
• : proceso en ejecución.
• : proceso de ejecución en PIP.

Interfaz

La interfaz de usuario de UiPath Assistant consta principalmente de dos paneles:

• The left side panel contains the Automations, Reminders, and Marketplace tabs.
• If Autopilot for everyone is installed in the tenant where you are currently signed in, the Autopilot tab is displayed. Select it to initiate the chat experience with Autopilot for everyone.
• El panel lateral derecho, también conocido como "Plataforma de lanzamiento", muestra tus procesos favoritos para acceder a ellos al instante. Además, el panel lateral derecho muestra los detalles de la automatización seleccionada en el panel lateral izquierdo.

La pestaña Autopilot

Si Autopilot para Everyone está instalado en el tenant donde has iniciado sesión actualmente, se muestra la pestaña Autopilot.

Select it to initiate the chat experience with Autopilot, and learn how you can interact with it.

La pestaña Automatizaciones

The Automations tab enables you to:

• View all the available Automations:
  • If UiPath Assistant is connected to Orchestrator, automations from the environments and folders the Robot is a part of are displayed. Hovering over an automation displays its name, version and folder.
  • If UiPath Assistant is set to offline mode, automations in the %ProgramData%\UiPath\Packages folder are displayed.
• View all available Apps (from UiPath Apps).
• View all available Studio Web templates.
• Actualizar las automatizaciones con una versión más reciente disponible.
• Add an automation to the Launchpad, by clicking the contextual menu, and then selecting Add to favorites, or by simply dragging and dropping the automation from the left side panel to the Launchpad.
• View all currently running foreground and background processes.
• Pause, resume, or stop a process. The Pause button can be disabled for a process from the Studio Process Settings window. Once a process is started, the execution status is displayed. You can use the Report Status activity to have custom status messages displayed during execution.

La pestaña Recordatorios

La pestaña Recordatorios te permite especificar una hora o un periodo en el que recibir una notificación para iniciar una automatización.

You can reminders for any automation in the Dashboard tab.

Automations with reminders are listed under the Reminders tab and a notification pops up just before an automation is set to begin. Your approval is required for an automation to start. You can snooze the reminder for 10 minutes, dismiss it, or start the process.

La pestaña Tareas

Assistant displays the Tasks tab when you have Action Center enabled on the selected tenant.

The Tasks tab displays the list of your Pending, Unassigned, and Completed Action Center tasks across all accessible folders in your selected tenant.

To provide a quick visual cue, a notification bubble appears next to the Tasks tab, indicating the count of Pending actions that require your attention.

The Tasks tab replicates the behavior of the Actions window in Action Center, namely:

• Action views
• Action filtering operations
• Action sorting operations
• Editing action properties
• Edición y completado de acciones en masa
• Acciones de etiquetado

Detalles de la automatización

Descarga del paquete

For automations marked with the Awaiting install status, UiPath Assistant first downloads the automation package. During this operation, the Automation details panel displays the size of the package and its dependencies.

Detalles

The Details tab displays data the automation developer provided during design time in Studio. Once you select an automation in the left-side panel, the tab displays the automation name, followed by a shareable link, accessible only by users with the necessary permissions.

• Description, optionally accompanied by the More details link, which redirects you to Automation Hub
• Version of the automation package
• Last Run indicator
• Last Updated indicator
• Any external Apps that were used in the automation, such as Outlook, Acrobat Reader, etc.
• The Orchestrator Folder that stores the automation package

If the automation is ready for running, you can start its execution by selecting the Run button at the bottom of the tab. Otherwise, if it needs extra configurations, such as input arguments or connections, the button Configure is displayed and redirects you to the Configure tab.

Configurar

The Configure tab displays data the end user should consume during the execution of the automation:

• The Inputs section helps you configure the input argument required by the automation for a successful execution. Mandatory input fields are marked with an asterisk. If the automation was designed without input arguments, the Inputs section is absent.
  Nota:

  If the process has input arguments, hover over the information icon to see their description.

• The Connections section helps you configure the connections required by the automation for a successful execution. If the automation was designed without connections, the Connections section is absent.
• The Picture in picture section allows you to turn on or off the Robot session. The setting is inherited from the project settings in Studio.
• The Keyboard Shortcuts section allows to set custom keyboard shortcuts to manage the execution of the automation, such as pause or stop commands.

Select Save to preserve the current configuration, then select Run to start the job execution.

Trabajos

The Jobs tab displays the custom messages created using the Report Status activity. These messages monitor the job execution and inform you about every action the automation takes, until it successfully completes or fails due to errors.

If the selected automation was never run in the past seven days, the Jobs tab is empty. Once you start running a process, the corresponding jobs and their statuses are displayed in this tab.

If a job execution fails, you are redirected to the Jobs tab to see the errors that occurred, regardless of the tab which was currently in focus.

Jobs from multiple running automations are divided into separate collapsible sections. To view details on a particular execution, expand the relevant job section.

Once a job completes, its execution details remain accessible on the Jobs tab for a week, then they get dismissed automatically. You can always access execution details in the History tab.

Historial

Muestra el historial de trabajos para la automatización seleccionada junto con el estado del trabajo y la marca de tiempo.Al hacer clic en una entrada se muestran los detalles del trabajo, como el nombre de la máquina, el mensaje de error o los valores de salida (si corresponde).

El menú Más acciones

The More actions menu allows you to manage an automation:

• To remove the automation from both UiPath Assistant and Orchestrator personal workspace feed, select Delete personal automation.
• To start automations directly from your desktop, select Create desktop shortcut.
• To add the automations to the Favorites section of the Launchpad, select Add to favorites.
• To create a link that, when accessed, opens Assistant to that automation, select Copy link to automation. You can also do this by selecting Share next to the automation name in the Automation details panel. This option is only visible for automations from shared folders.

El grupo de productos UiPath

En la plataforma de lanzamiento podrás encontrar los productos de UiPath, que en función de las políticas de gobernanza aplicadas pueden contener los siguientes productos o características:

• Ejecutable de Task Capture
• Ejecutable de Assisted Task Mining
• Studio Web
• Enviar una idea a Automation Hub
• Clipboard AI

Nota:

Assisted Task Mining launcher only works with an Automation Cloud license.

La tarjeta de Clipboard AI se muestra solo Autopilot para Everyone está instalado en el tenant conectado. Selecciona para iniciar la barra de herramientas de Clipboard AI.

Esta sección se puede desactivar desde la sección Plataforma de lanzamiento del menú Preferencias de UiPath Assistant.

Conexiones en UiPath Assistant

Connections can be used directly from the UiPath Assistant by accessing the Process Details menu.

Si un proceso ya tiene conexiones establecidas, el usuario puede seleccionarlo de la lista. Si no, puede crear uno nuevo desde el mismo menú.

Si una conexión tiene varias cuentas vinculadas a ella, puedes seleccionar una concreta desde el menú desplegable.