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.

See the Bot in Action

Setup process

Install

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

Configure

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

Run

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

Requirements and Inputs

  • Bank_Data.csv

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