Bank Insight Bot

This bot provides a graphical analysis of bank account opening and the performance of individual agents.

Top Benefits

  • View updates graphically
  • See the most up to date performance of agents

Tasks

  • Read and validate the Excel file to extract data
  • Create a dashboard in Bot Insight to view real updates and performance

This bot provides a graphical analysis of bank account opening and the performance of individual agents. It shows the real-time analysis without human intervention. The bot extracts data from the bank_Data.csv file and uploads data into the data profile of Bot Insight.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
37
Vendor
Automation Type
Bot
Last Updated
November 23, 2020
First Published
October 24, 2019
Enterprise Version
11.1
Support

See the Bot in Action

Agent and account wise contribution and performance
Variable tagging and code to run your bot
Bot code to enable visualizing
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Agent and account wise contribution and performance
Variable tagging and code to run your bot
Bot code to enable visualizing

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

  • Bank_Data.csv