Guided operation by robotic processes

{
  "publication_number": "US12061470B2",
  "country": "US",
  "kind": "B2",
  "title": "Guided operation by robotic processes",
  "abstract": "A method is disclosed. The method is implemented by a robot engine that is stored as program code on a memory of a system. The program code is executed by a processor of the system, which enables robotic process automations of the robot engine. The processor is communicatively coupled to the memory within the system. The method includes initiating a guided operation of a platform presented by the system and monitoring the guided operation to observe an interaction with the platform or to receive a direct input by the robot engine. The method also includes executing a backend operation with respect to the interaction or the direct input.",
  "claims": [
    "1. A method implemented by a robot engine stored as program code on a memory of a system, the program code being executed by at least one processor of the system, the at least one processor being communicatively coupled to the memory within the system, the method comprising: initiating, by one or more robotic process automations of the robot engine, a guided operation of a platform presented by the system for an onboarding program or a training session, the guided operation comprising an integrated robotic process automation-based automation solution with contextual assistance that automatically navigates a user through the platform and corresponding interfaces during the onboarding program or the training session, the guided operation and the integrated robotic process automation-based automation solution operate to enable a user to learn how to use the platform and the corresponding user interfaces, and the integrated robotic process automation-based automation solution of the guided operation comprising one or more steps identifying one or more actions of the platform, one or more functions within the corresponding user interfaces, and documentation information; monitoring, by the one or more robotic process automations, the guided operation to observe a progression of the onboarding program or the training session, the progression comprising an interaction and a direct input received by the robot engine; varying, by the one or more robotic process automations of the robot engine, the guided operation to an alternative path in response to the interaction or the direct input; causing, by the robot engine, a transition within the system from the platform to a second platform presented by the system with respect to the alternative path; and executing, by the one or more robotic process automations, at least one backend operation independent of the guided operation utilizing the direct input.",
    "2. The method of claim 1, wherein the guided operation comprises contextual assistance to the user for navigating through the platform and corresponding user interfaces and documentation.",
    "3. The method of claim 1, wherein the interaction comprises a user input by a user into the platform, and wherein the direct input comprises a user input by the user into the robot engine.",
    "4. The method of claim 1, wherein the guided operation is one of a set of guided operations for a plurality of platforms of the system, and wherein the platform is one of the plurality of platforms of the system comprising one or more of an application, a browser application, a proprietary software, a file system, media, and a system resource.",
    "5. The method of claim 1, wherein the robot engine executes monitoring of the system to detect a user action and to initiate the guided operation based on the user action.",
    "6. A system comprising: a memory storing as program code for a robot engine; and at least one processor executing the program code to cause the system to perform: initiating, by one or more robotic process automations of the robot engine, a guided operation of a platform presented by the system for an onboarding program or a training session, the guided operation comprising an integrated robotic process automation-based automation solution with contextual assistance for navigating through the platform and corresponding user interfaces during the onboarding program or the training session, the guided operation and the integrated robotic process automation-based automation solution operate to enable a user to learn how to use the platform and the corresponding user interfaces, and the integrated robotic process automation-based automation solution of the guided operation comprising one or more steps identifying one or more actions of the platform, one or more functions within the corresponding user interfaces, and documentation information; monitoring, by the one or more robotic process automations, the guided operation to observe a progression of the onboarding program or the training session, the progression comprising an interaction and a direct input received by the robot engine; varying, by the one or more robotic process automations of the robot engine, the guided operation to an alternative path in response to the interaction or the direct input; causing, by the robot engine, a transition within the system from the platform to a second platform presented by the system with respect to the alternative path; and executing, by the one or more robotic process automations, at least one backend operation with respect to the interaction or the direct input.",
    "7. The system of claim 6, wherein the guided operation comprises contextual assistance to a user for navigating through the platform and corresponding user interfaces and documentation.",
    "8. The system of claim 6, wherein the interaction comprises a user input by a user into the platform, and wherein the direct input comprises a user input by the user into the robot engine.",
    "9. The system of claim 6, wherein the guided operation is one of a set of guided operations for a plurality of platforms of a computing environment, and wherein the platform is one of the plurality of platforms comprising one or more of an application, a browser application, a proprietary software, a file system, media, and a system recourse.",
    "10. The method of claim 1, wherein the guided operation automates operations of the platform and the corresponding user interfaces while the robot engine guides the user.",
    "11. The method of claim 10, wherein automation the operations of the platform by the guided operation comprises stepping through actions of the platform and functions within the corresponding user interfaces by the integrated robotic process automation-based automation solution.",
    "12. The method of claim 11, wherein guiding the user by the robot engine comprises providing reasoning for the actions of the platform and the functions of the corresponding user interfaces through one or more user interfaces.",
    "13. The method of claim 1, wherein the direct input comprises a user input into a form for a new user.",
    "14. The method of claim 1, wherein the at least one backend operation independent of the guided operation comprises a provisioning of a new user based on the direct input.",
    "15. The method of claim 1, wherein the contextual assistance comprises context and reasoning for the one or more steps and the one or more functions.",
    "16. The method of claim 1, wherein the robot engine monitors the interactions and the direct input for a match per instructions coded into the guided operation.",
    "17. The method of claim 1, wherein the robot engine utilizes one or more triggers comprising detected mouse clicks, file system changes, or keyboard presses corresponding to the interactions or the direct input to vary the guided operations and cause the transition.",
    "18. The method of claim 1, wherein the robot engine solicits a direct input independent of the guided operations in an external interface frame to confirm whether to repeat a portion of the onboarding program or the training session."
  ],
  "description_excerpt": "Conventionally, many companies and enterprises have onboarding programs to train new employees, along with training sessions to teach current employees new or updated software implementations or workflow procedures.\n\nIn an example, document-based solutions (e.g., “electronic help” guides) are commonly used in both onboarding programs and training sessions. These “electronic help” guides are typically organized by categories and/or tasks (e.g., login errors, data exporting, etc.) and provide instructions for using graphic user interface (GUI) elements to perform certain tasks. Yet, document-based solutions are typically cumbersome, application specific, incomplete, and can be ignored or become quickly outdated given the pace with which software, procedures, and general workplace environments are modified and upgraded.\n\nBoth onboarding programs and training sessions require significant resources (e.g., employee time and production costs). At present, companies and enterprises may automate onboarding programs and training sessions in an attempt to reduce these resources, yet conventional automation typically focuses in a singular manner to a specific process or task within separate and independent systems and applications (e.g., siloed automation). As such, companies and enterprises are still burdened with conventional onboarding programs and training sessions across disparate systems and applications to synthesize employee skillsets.\n\nAccording to one or more embodiments, a method is disclosed. The method is implemented by a robot engine that is stored as program code on a memory of a system.",
  "cpc": [
    "G05D 1/0016",
    "G05D 1/0219",
    "G05D 1/0268",
    "G05D 1/223",
    "G05D 1/245",
    "G05D 1/648",
    "G06F 9/453"
  ],
  "ipc": [
    "B25J 9/16",
    "G05D 1/02",
    "G05D 1/00",
    "G06F 9/451"
  ],
  "assignees": [
    "UiPath Inc"
  ],
  "inventors": [
    "Brandon Nott",
    "Florin-Radu Tapus",
    "Justin MARKS"
  ],
  "filing_date": "2020-12-04",
  "publication_date": "2024-08-13",
  "grant_date": "2024-08-13",
  "priority_date": "2020-12-04",
  "application_number": "US-202017112113-A",
  "family_id": "81848768",
  "cited_by_count": 0,
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