Using Workplace Assistant
25.0.1.0
Workplace Assistant is an AI agent-powered conversational assistant built to work alongside you, which enables smarter interactions and more efficient work completion. The assistant has an extensive understanding of natural language commands and contextual summarization and dynamic task-performing abilities to boost productivity, streamline operations, and accelerate decision-making across teams.
Workplace Assistant is an AI agent-powered conversational assistant built to work alongside you, which enables smarter interactions and more efficient work completion. The assistant has an extensive understanding of natural language commands and contextual summarization and dynamic task-performing abilities to boost productivity, streamline operations, and accelerate decision-making across teams.
Tip: You can use the assistant in both Business Automation Workflow traditional and on
containers.
Workplace Assistant
enables intelligent, context-aware interactions with Business Automation Workflow and offers the
following advantages.
- Intent-driven, multi-step action execution
- The assistant goes beyond simple questions and answers or mapping prompts to predefined actions. It can interpret complex natural language commands, retrieve contextually relevant information, and execute multi-step actions with minimal input. For example, it can update task due dates, adjust priorities, or reassign multiple tasks in bulk from a single prompt. Its agent-based design enables sequenced actions that are driven by user intent.
- Contextual insights for informed decisions
- The assistant consolidates information and provides contextual summaries of tasks, workflows, and cases, drawing insights to help you make faster, more informed decisions.
For configuration information, see Configuring Workplace Assistant.
To find out how the assistant works in practical scenarios, see Use cases.
Workflow and task summarization
Workplace Assistant
summarizes workflows and tasks, giving you immediate access to consolidated key data. Workflow
summaries include data such as description, name, ID, status, due date, number and status of tasks,
and business data. Task summaries include data such as ID, display name, description, owner,
priority, due time, process instance name, team, originator, completion time, and business data.
Accessing workflow and task data summaries makes managing work faster, clearer, and more collaborative.
- Context awareness: You understand key details of workflows and tasks with clarity, without opening each one individually.
- Faster decision-making: Summaries highlight key data points and enable you to act promptly.
- Reduced navigation effort: Consolidated information minimizes the need to switch between views or drill down into details.
- Enhanced accuracy: Clear summaries reduce the risk of overlooking important information, improving task and workflow management.
- Better collaboration: Shared summaries provide team members with consistent and concise insights.
Case summarization
The assistant also summarizes cases with dependencies, relationships, and status, providing
clarity and context for decision-making. If you inherited ongoing cases with insufficient context or
handover, the summarization and discovery features facilitate the quick understanding of case
history that is essential for making informed decisions. You no longer have to open cases manually
and review their content to gain insights. The enhanced Workplace Assistant addresses
these challenges with the following case-centric features.
- Defines key events in a case lifecycle that are critical to business processes. Events such as approvals, escalations, or status changes serve as input for summarization.
- Generates dynamic, human-readable summaries based on defined events. Summaries provide a concise timeline of the case progression.
- Provides access to summaries directly from the case list view, which enables users to preview case histories without opening individual cases.