Sobre o UiPath Assistant

O UiPath Assistant é uma ferramenta criada especificamente para transformar a interação do usuário com nossos robôs em uma ótima e agradável experiência no conforto de seus desktops. É o local em que qualquer um pode acessar, gerenciar e executar automações com apenas alguns cliques. A interface pode ser personalizada para se ajustar melhor à pessoa por trás dela, escolhendo um avatar e um nome para o robô, organizando processos em pastas personalizadas no launchpad ou talvez escolhendo outro tema. Tudo isso faz com que o UiPath Assistant seja nossa ponte entre os humanos e os Robôs.

A primeira vez que o Assistant é iniciado, você é presenteado com uma visita guiada interativa que leva você por suas principais funcionalidades. Isso sempre pode ser reiniciado a partir da seção Ajuda no menu Preferências.

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

Embora seja especialmente projetado para uso assistido, o UiPath Assistant não impõe quaisquer limites sobre quais processos você pode iniciar. Isso significa que você pode se conectar facilmente ao Orchestrator e iniciar trabalhos por lá.

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.

UiPath Assistant e os ícones de Execução de Processo:

Bandeja

• - quando a conexão é estabelecida.
• - quando não estiver conectado.
• - quando um erro é encontrado, como o serviço UiPath Robot sendo interrompido.
• - quando há notificações novas ou não lidas.

O status da conexão do Orchestrator também é exibido no UiPath Assistant ao lado do menu de preferências.

Barra de Tarefas

• - Assistente Simples
• - Processo em execução.
• - processo em execução no PIP

Interface

A interface do usuário do UiPath Assistant consiste principalmente em dois painéis:

• 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.
• O painel lateral direito, também conhecido como "O Launchpad", exibe seus processos favoritos para acesso instantâneo. Além disso, o painel lateral direito exibe os detalhes da automação selecionada no painel lateral esquerdo.

A guia Autopilot

Se o Autopilot for Everyone estiver instalado no tenant onde você está conectado no momento, a guia Autopilot é exibida.

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

A guia Automações

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.
• Atualizar automações que tenham uma versão mais recente disponível.
• 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.

A aba de Lembretes

A guia Lembretes permite que você especifique um momento ou período para você receber uma notificação para iniciar uma automação.

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.

A aba Tarefas

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
• Edição em massa e conclusão de ações
• Ações de rotulagem

Detalhes da Automação

Download do pacote

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.

Detalhes

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.
  Observação:

  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.

Trabalhos

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.

Histórico

Exibe o histórico do trabalho para a automação selecionada, juntamente com o estado do trabalho e carimbo de data/hora. Clicar em uma entrada exibe os detalhes do trabalho, como nome da máquina, mensagem de erro ou valores de saída (se aplicável).

O menu Mais ações

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.

O Grupo de Produtos da UiPath

Na barra inicial, você pode encontrar os Produtos da UiPath, que, com base nas políticas de governança aplicadas, podem conter os seguintes produtos ou funcionalidades:

• Inicializador do Task Capture
• Lançador do Assisted Task Mining
• Studio Web
• Enviar uma ideia para o Automation Hub
• Clipboard AI

Observação:

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

O cartão Clipboard AI é exibido apenas se o Autopilot for Everyone estiver instalado no tenant conectado. Selecione-o para iniciar a barra de ferramentas Clipboard AI.

Essa seção pode ser desabilitada na seção Barra Inicial no menu Preferências do UiPath Assistant.

Conexões no UiPath Assistant

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

Se um processo já tiver conexões configuradas, o usuário poderá selecioná-lo na lista.Caso contrário, elas podem ser criadas a partir do mesmo menu.

Se uma conexão tiver várias contas vinculadas a ela, você pode selecionar uma conta específica no menu suspenso.