Template overview

You can find the CX Companion solution in the list of templates in Studio Web and in the UiPath Marketplace. This page describes the components of an app created from this template and offers an overview of the solution project created from the template. The solution project contains an RPA workflow project called 360DataProcess and an app project called CX Companion.

For information on how to customize the app, see Configuring the CX Companion app.

If you want to configure and test a working sample app, see Set up a sample app.

CX Companion user interface

The CX Companion app consists of three main areas:

• Customer 360 - The top panel displays data from the host third-party system such as Salesforce, based on incoming call or ticket context. The data can be customized according to your needs, it can include information such as customer name, case number, contact details, account details, or request context.
• Actions - A list of available automations, apps, and agents that can be run based on the incoming call / ticket context.
• Automation Tracker - Real-time display of execution details, including outcomes and outputs generated by automations and agents during execution.

App project pages

The CX Companion template contains the following pages:

• MainPage contains the main app design. The content is split in two panels:
  • Data360Panel - Displays the 360 customer data pulled from the host platform.
  • AutomationsPanel - Displays the automation data. The Actions sub-panel displays a list of actions available in the current context, and the Automation Tracker displays real-time execution data and all output arguments when execution is completed.
• ActionListPage - Displays the available actions.
• ActionInputFormPage - Displays the form with input arguments of actions.

App project workflow files

The CX Companion template contains the following workflow files:

• MainPage_Initiate_Request.xaml - Initiate request workflow for external events mode. This workflow is triggered whenever an event is received from the host system. For details about external events mode, see Configuring the CX Companion app > Configure the data input mode.
• MainPage_Load_Initiate_Request_QueryParam.xaml - Initiate request workflow for query parameter mode. This workflow is triggered on page load. For details about query parameter mode, see Configuring the CX Companion app > Configure the data input mode.
• MainPage_Action_Folder_Change.xaml - Workflow triggered by selecting folder tabs in the Actions panel.
• ActionListPage_StartActionButton_click.xaml - Workflow triggered by clicking the Play button of an action in the list of actions.
• ActionInputFormPage_InputFormSubmit_click.xaml - Workflow triggered by clicking Start to start execution in an input form.
• ActionInputFormPage_InputFormCancel_click.xaml - Workflow triggered by clicking Cancel in an action input form.

360 process

This is a mock process invoked by the app to retrieve customer data from the host application.