AssistEdge

Hands-on guide to using AssistEdge for discovery, agent assist, and scaled automation.
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Open the console, pick a workflow, and watch work route itself. That is the day-to-day experience with AssistEdge: start by mapping what people actually do, then turn those steps into reliable automations that scale. Use AssistEdge Discover to capture user actions and system events across teams. The tool highlights bottlenecks, variants, and rework so you can choose high-ROI candidates. From there, assemble the solution in the visual builder: drag steps, connect data sources, set rules, and add ML-based classifiers where needed. Record a sample run to generate a starter flow, debug with breakpoints, and create test data sets. When ready, schedule robots, define calendars and triggers, and promote packages from dev to prod through Cloud RPA with approvals and access controls.

For service teams, keep agents focused on the customer while automation handles the clicks. Launch attended bots from a desktop panel to auto-open the right apps, fetch account context, and pre-fill forms. Use built-in language understanding to identify intent in chats or calls, extract entities, and surface the next best action. The assistant can summarize a conversation, draft a follow-up email, log wrap-up notes with the correct codes, and hand complex cases back to the agent with all evidence attached. Supervisors monitor real-time dashboards for handle time, compliance prompts followed, and first-contact resolution, then tune guidance without code so playbooks stay current. more

Review Summary

Features

  • Exception Handling: Define auto-resolve routines for known, fixable failures in unattended runs.
  • No code Development: Build process flows with a visual designer and configurations—no scripting required.
  • Workload Management: Prioritize and route queue items by value, deadline, or SLA targets.
  • NLP: Interpret text and speech to detect intent and extract key entities.
  • Unattended Automation: Execute end-to-end jobs without human touchpoints.
  • Attended Automation: Trigger assistive bots from the desktop during live work.
  • Bot Performance Analytics: Track throughput, error types, success rates, and ROI.
  • Bot Scheduling: Set calendars, recurrences, and event-driven triggers for runs.
  • Workflow Recording: Capture on-screen actions to generate a starter automation.
  • Custom Automation: Extend flows with scripts, APIs, and proprietary connectors.
  • Disaster Recovery: Fail over and restore robot operations after disruptions.
  • Machine Learning: Train models for prediction, ranking, classification, and routing.
  • Pre-built Templates: Start faster with ready-made patterns for common processes.
  • Optical Character Recognition - OCR: Convert scans and images into editable, structured data.
  • Visual Editor: Adjust UI interactions and components rapidly without code.
  • Debugging: Step through runs, set breakpoints, and inspect variables.
  • Collaboration: Share assets, queues, and dashboards securely across teams.
  • Access Control: Role-based permissions for studios, robots, and data.
  • Web data Extraction: Gather structured or unstructured content from websites.

How It’s Used

  • Accounts payable: OCR invoices, 3-way match, post to ERP, resolve exceptions
  • Contact center agent assist: real-time guidance, auto-fill, call summary, follow-ups
  • KYC and onboarding: document capture, data validation, watchlist checks
  • IT service desk: ticket triage, enrichment, and auto-remediation playbooks
  • Order-to-cash: credit checks, order entry, billing, dispute handling
  • Marketing ops: scrape competitor pricing, refresh dashboards, alert changes
  • HR lifecycle: onboarding tasks, access provisioning, offboarding revocations
  • Finance close: nightly reconciliations, variance flags, report assembly
  • Insurance claims: intake, policy verification, adjudication steps
  • Email triage: classify intents, extract details, draft responses
  • Regulatory reporting: data aggregation, formatting, and scheduled submissions
  • Data migration: move records from legacy systems to SaaS with validations

Plans & Pricing

Assistedge

Custom

Process Orchestrator
Discover New Data
Discovery-led Auto-Automation
Automation Analytics
Low Code / No Code Designer
Employee Personal Assistance
An upgraded architecture built around API-first principles

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