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  • BDK
  • REST API
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  • Getting Started
    • Kognitos Documentation
    • What is Kognitos?
    • Logging In
    • Account Setup
    • Quick Start Guide
    • Core Concepts & Definitions
  • Writing Automations
    • Automation Basics
      • Defining Data
      • Comments
      • Conditionals
      • Keywords
      • Loops
    • Automation Procedures
      • Charts
      • Date and Time
      • Department Boxes
      • Excel Files
      • PDF Files
      • JSON Files
      • Files and Documents
      • Image Manipulation
      • LLMs
      • Numbers
      • SFTP
      • Tables
      • Text
  • Calling Other Processes
    • Calling A Subprocess
    • Invoking a Subprocess
    • Starting Parallel Runs
  • Validating Data
  • Using the Debugger
  • Books (Intergrations)
    • Books
      • Library: All Books
      • First Edition Books
      • BDK Books
    • Book Development Kit
  • Automation Management
    • Context Based Learning
    • Email Triggers
    • Enterprise Dashboard
  • Scheduled Processes
  • Starring Data
  • Exception Handling
    • Providing Guidance
    • Resolving Common Exceptions
    • Learnings
  • Account Management
    • API Keys
    • User Roles & Permissions
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  • Agent
  • Automation
  • Book
  • Book Development Kit (BDK)
  • Exception
  • Exception Center
  • History
  • Kognitos AI Assistant
  • Learnings
  • Playground
  • Procedure
  • Process
  • Run
  • Subprocess

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  1. Getting Started

Core Concepts & Definitions

Learn about the core concepts and components of Kognitos.

Last updated 11 hours ago

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Agent

An agent in Kognitos is a dedicated execution environment where your automation live and run. Each agent is equipped with its own set of learned knowledge, configurations, and connections to other tools, allowing it to operate independently and securely.

Automation

An automation is a series of instructions that tells Kognitos what to do. It can refer to either a draft workflow in the or a fully developed and reusable .

Book

A Book is a set of related automation . Books can be added to an agent to expand automation functionality and integrate with external tools. They act as connectors, enabling your automations to integrate with applications such as Salesforce, SAP, or Google Sheets.

When a Book is added to an agent, the agent has "learned" a new set of skills. Kognitos provides a of standard Books, and users can also develop custom Books to meet unique integration needs using the . Learn more about Books .

Book Development Kit (BDK)

The is a software toolkit for developing Books in Kognitos. Using the BDK, developers can write code that translates plain English procedures in Kognitos to actions that a specific third-party application can understand.

Exception

An exception (question) arises when the system needs additional clarification to proceed with an automation . Exceptions are resolved through .

Exception Center

The Exception Center is where you manage all exceptions in one place. When an automation encounters an issue or requires additional context, it raises a for your input. Here, you can view and resolve exceptions across all processes in your agent.

History

Kognitos tracks major changes to an Agent, allowing users to review and restore past versions through the History tab. You can click on any of the options displayed in the History tab to view the Agent at that point in time.

Kognitos AI Assistant

The Kognitos AI Assistant (KAIA) is used to answer questions, find guidance, or get in touch with our support team. You can use this tool to get help anytime by accessing it in the bottom left corner of the platform.

Learnings

Playground

Procedure

A procedure is a single automation task defined in plain English. Each procedure describes a specific action and follows a defined grammatical syntax that Kognitos understands, such as open a file, extract data, or send an email. These procedures are the building blocks for Kognitos automations.

Process

Processes can be in a Draft state during development and testing, or in a Published state that is production-ready. Each version of a process is tracked, allowing for clear change management.

Run

A run is a single execution of a process. Every time a process is triggered, either manually or by a scheduled event, it creates a new run.

Subprocess

Learnings are rules that guide your automation’s decision-making. When you resolve an , you can teach the agent how to handle similar situations in the future. These learned responses are stored as "learnings, " allowing the automation to become more intelligent and autonomous over time.

The Playground is a dynamic development environment where you can create, test, and refine your automation workflows. It provides a flexible space to write procedures in plain English, run them to see the immediate results, and debug any issues before creating a .

A process is an automation workflow built using one or more . It represents a complete business task, such as processing an invoice from receipt to payment.

A subprocess is a process that is called by another process. Learn more .

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