Bots page

In the Bots tab, you can see a list of all available Bots.

A Bot is an intelligent software agent that encapsulates intake design, workflow orchestration, and workflow execution. The Bot Builder is a self-service, drag-and-drop tool for procurement teams to easily create automated workflows that are executed by a sourcing bot.

The Bots tab is only available and accessible to users with Organization Owner and Standard User account roles.

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Figure 1. Bots home page
  1. Automation tab: Select Automation to see your Autonomous Sourcing homepage
  2. New bot: Click New bot to get started with creating a bot from a template
  3. Search: Search your Bots by Name or filter by Organization or archive status
  4. Actions: Click the Actions button to edit your Bot, manage users, import an updated template, archive your Bot, or delete an unpublished Bot
  5. Bot list: Here you will find a list of the Bots available to you according to your assigned Organization and Bot roles.

Create a Bot from a Keelvar template

To create a Bot from a Keelvar template:

  1. 1. Navigate to the Bots tab, on the Autonomous Sourcing page
  2. Select New bot, and choose from a list of preconfigured templates
  3. Click Create

Delete an unpublished Bot

The Bot owner can delete unpublished Bots in draft state that have no associated requests. Once deleted, it will no longer appear in the Bots tab for any user, and recovery is not possible.

To delete an unpublished Bot:

  1. Navigate to the Bots home page
  2. Select the Actions button next to your Bot
  3. Click Delete
  4. Confirm Bot deletion by clicking Delete on the confirmation modal

Archive a Bot

The Bot owner can archive a Bot, which will remove the Bot from the main view and make it unavailable for selection when creating a request. Requests that are in progress can be completed.

  1. Navigate to the Bots home page
  2. Select the Actions button next to your Bot
  3. Click Archive
  4. Confirm Bot deletion by clicking Archive on the confirmation modal

In Autonomous Sourcing, there are Bot user roles that can be assigned to a user or a team within an account. The role for which a user or team is assigned will determine the user's permissions or abilities.

To learn more about the Bot Architect role, visit the Bot Architect Certification training path in Keelvarsity.