A2019 - 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.

Meet AARI - Your digital assistant at work

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

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 5, 2020
First Published
November 2, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

Process
Work Queue in Web Interface
Payment Details
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Process
Work Queue in Web Interface
Payment Details

Setup Process

Install

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

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

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

Requirements and Inputs

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