Providing Human Input To Automation

Overview

Occasionally during the automation process, certain situations may arise that require additional attention or guidance to determine the appropriate course of action. In such instances, Kognitos offers an intuitive interface for users to provide input and guidance to the automation!

With Kognitos, user input plays a pivotal role in enabling the automations to adapt without having to rewrite or adjust the initial automation. This iterative self-improvement process ensures edge-cases and exceptions are not only addressed, but factored in for future automations. By leveraging the provided feedback, Kognitos enhances its problem-solving capabilities, ensuring that future occurrences of the issue can be effectively addressed and the automations get more robust as time goes on.

Feature Highlight: Easy Exception Handling

When your automation requests help from the human, the human can provide feedback and the automation learns and adjusts based off this feedback in future runs. With traditional automation, to handle the same kind of issues in the future, the automation itself needs to be updated, tested, and redeployed. With Kognitos, once the human provides feedback, that's it! The automation can learn from the feeedback and adjust to similar uncertainty in future runs!

How Will My Users Be Notified Their Help Is Needed?

When user input is needed from the automation, an email will be sent with the subject Automation Waiting: I don't know how to proceed. Please answer the question. Within the email, there will be a link that directs a user to the Processes page to address a specific run that is waiting to proceed.

The link will take you to a specific run that will open up directly to the prompt for help to the user from the automation:

Example prompt for user when automation needs help proceeding

Example prompt for user when automation needs help proceeding

Users can also view all processes that need help when viewing all the runs for a process.

For example, when you click on a Process, under the runs tab, any run that needs help will have an orange triangle icon indicating user input is required:

You can also click on the "Show All Runs" button and filter all the runs that are in the state "Waiting For answer":

How Do Users Provide Feedback To Automation?

Either by clicking the link in the email or clicking on a run in the Processes tab, you'll be taken directly to the part of the automation that requires your attention.

To handle each request you'll have a variety of options, we'll go into detail below:

Providing Input

For each input option, you will also have the option to mark each answer as Secret or Always use this answer for this department?.

Secret

This saves your answer as an encrypted secret. It can be viewed by admin users if saved as a Learning.

Always use this answer for this department?

This sets the response to the error for that line of English to be used across the department, regardless of the department. This option is helpful for very common errors. For example, if you are working with a system that often times out, using the Retry option could be a helpful option to set to be used across the entire department.

Input Options

Write in answer

This options allows you to type in any value for the requested field (in the example image, it is asking you to provide an email address). For this option you do not need to format your English like you would for an automation, any value will work.

Upload files

This option allows you to upload a file in response. Click the icon and select a file from a local folder to upload.

Teach a technique

πŸ‘

This option helps your automation learn how to handle similar exceptions in the future from the user! No need to rebuild your automations to handle edge cases!

When selecting this option, you need to respond in the formatted English that you would use when you write your automation in the Playground.

This option is extremely helpful in document processing when a field is missing. You could write a phrase like:

the invoice's number is above the invoice's date

Once you hit submit on a Teach a technique option, the command is stored as a Learning. So in the future, if this kind of error is encountered again, Kognitos will remember your prior input and know how to respond!

No value

This option allows you to say "at this time no value is needed or necessary".

Retry

This option is most helpful in cases where the exception may be caused by a system timeout or slow response time from a third party API. This option simply retries the line of your automation that failed.