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Bots

Bots are users that run automated tasks. Currently there is only one type of bot available, 'Email Extraction', the details of which are below. However, more bot types will be added in the near future the details of which will be added to this documentation when they are live.

To add a bot, click the 'Add Bot' button from the 'Bots' tab of the user management screen. From the 'Bots' tab you can also pause and start apps by clicking the relevant option on the far right of the screen. To edit an existing bot, first pause it and then click the bot name to go to the edit screen.

Email Extraction​

This Bot type creates a unique email address which will be automatically monitored and any emails that are received will have their attachments automatically read by the UniFi AI service and then used to initiate a transaction within UniFi.

tip

For the bot to work effectively you must first have associated a machine learning service with the app being used and added an AI service to the individual fields. Once you have successfully tested this by manually uploading documents you can then begin calling it automatically via a bot.

After adding a new bot, the following information is required:

  • Bot Name - A name to help identify the bot, e.g. 'Purchase Invoices'.

  • Autonomous Process - This will be 'Email Extraction' (currently the only option available).

  • Assigned App - This field become available when email extraction is selected as the process. Select the app that that the email attachments will initiate and begin the document analysis.

  • UniFi Email - This is generated automatically when the bot is created, any emails sent to the assigned address will be monitored and the attachments read.

  • Assigned Task - Some descriptive text to help users understand what the bot is doing.

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tip

If you prefer your customers to email to an address within your companies email domain, you can do this and set up a rule within your email system to automatically forward to the UniFi platform address. This also has the advantage that you can retain a copy of all documents received within your network as well as there being one within the UniFi platform.

Once created a bot can be stopped and re-started using the action option on the far right of the main bot screen.