Overview

This guide introduces bots in autobotAI, explaining their types and outlining how to create both event-driven and scheduled bots. These bots enable task automation and workflow optimization for improved efficiency and timely responses.

What is a Bot?

A bot in autobotAI is an automated workflow unit designed to perform specific actions based on predefined conditions or schedules. Bots can be set to trigger on particular events or run at regular intervals, streamlining repetitive tasks and allowing users to focus on more complex processes.

Types of Bots

Event-Driven Bot (Listener Data Source)

An event-driven bot is activated by specific events or user actions, allowing it to initiate conversations or execute tasks based on predefined conditions. This bot type is ideal for situations where immediate responses are necessary.

Example: A bot that sends a notification when an order is shipped or a payment is due. Event-driven bots enhance efficiency by automating routine interactions without user input.

Scheduled Bot (Fetcher Data Source)

A scheduled bot operates on a defined schedule, independent of user actions. These bots are designed to provide consistent updates or reminders based on a set timeline.

Example: A bot that sends a daily weather report or reminders for upcoming events. Scheduled bots automate repetitive tasks and ensure regular communication.

Creating a Bot in autobotAI

• Log into autobotAI
  Go to autobotAI.

• Navigate to Bot Actions
  Under the Actions menu in the top navigation bar, select Bots.

• Create a New Bot
  Click the +New button on the right side of the page to start creating a new bot.

Creating an Event-Driven Bot (Listener Data Source)

• Set Up Event-Driven Bot
  In the workflow, click the autobotAI icon and select Event-Driven as the trigger type under Trigger Options.

• Add Listener Details
  Enter the necessary listener details, such as ListenerID.

  Note: If you haven't created a listener, refer to the listener creation guide here.

• Enter Bot Information
  Provide essential details, including the Bot Name, Topic, Category, Importance, Tags, Description, and Permissions, then save the configuration.

• Select Integration Details
  Choose the integration account that the bot will use for automation tasks.

• Configure Workflow Actions
  From the left menu, drag and drop the required action nodes into the workflow area to define the bot's tasks.

• Save and Run
  Save your bot configuration, then click Run in the top-right corner to activate it.

Creating a Scheduled Bot

• Set Up Scheduled Bot
  In the workflow, click the autobotAI icon and select Scheduled under Trigger Options. Enter the appropriate CRON value to define the schedule.

• Enter Bot Information
  Fill in the Bot Name, Topic, Category, Importance, Tags, Description, and Permissions, then save the configuration.

• Add Workflow Actions
  Drag and drop the required action nodes to set up the automation. There are three action types available:

  1. No-Code: Drag and drop Steampipe query nodes.
  2. Low-Code: Use pre-configured action nodes.
  3. Full-Code: Implement custom actions using Python code for full flexibility.

• Save and Run
  Save your bot configuration and click Run in the top-right corner to start the scheduled workflow.

By following these steps, you’ll be able to set up both event-driven and scheduled bots in autobotAI, enhancing automation, enabling timely responses, and providing consistent engagement across workflows.