AARI for Web - Real-Time Payment Processing

This bot leverages AARI for Web - a simple interface for agents to process payments in real-time over the phone, with a digital assistant helping along the way <br> <br> <a href="https://www.automationanywhere.com/products/aari">Meet AARI - Your digital assistant at work</a>

Top Benefits

  • Agent productivity
  • Increased payment accuracy and throughput
  • Improved workplace morale and efficiency

Tasks

  • Log into Salesforce
  • Sort Cases that fall under certain priority levels
  • Retrieve case details for payments needing action
  • Update case information
  • Provide a simple web interface for agents
AARI (Automation Anywhere Robotics Interface) for Web delivers a digital assistant to any user that can access a web browser. A user logs into AARI and kicks off a workflow, where a digital assistant accesses SFDC and mainframe apps while the Agent simply clicks through a simple interface in a web browser. Payment information for each case is intuitively displayed, where the Agent can enter notes and status updates inline, while the bot does all the heavy-lifting on the backend across various systems of record. Meet AARI - Your digital assistant at work

Setup process

Install

Download the AARI and follow the instructions to install it in your AAE Control Room.

Configure

Use the AARI in a bot, configure keys and other credentials the AARI will need (see the ReadMe for details.)

Run

That's it - now the AARI is ready to get going!

Requirements and Inputs

  • Access to Salesforce to create case info for setup
  • Bot Runner machine to run bots

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