Requesting a chatbot instance

Request a chatbot instance to deploy your chatbot scripts. A chatbot instance is a unique object that holds the data to deploy chatbot scripts in communication channels. The Web Chat, a customizable web page in which you chat with a chatbot, is the default communication channel.

Before you begin

This topic assumes that you have a chatbot script ready to deploy on the Web Chat channel. For more information on how to request a chatbot instance to integrate it with other communication channels, see Integrating the chatbot with channels in IBM RPA SaaS.

Requirements

Table 1. Licenses required to deploy a chatbot script.

License Minimum required
Bot Runtime 1¹

¹ You need at least one Bot Runtime license for each chatbot script. Go to the License page (https://localhost:8099/web/en-US/license) on the machine where IBM RPA was installed to view license data.

Important:Starting from version 23.0.3, the License page (https://localhost:8099/web/en-US/license) isn't available anymore because of the removal of License ID and License password and implementation of installation keys. For details on proxy, region, or status, go to the IBM RPA Client page (https://localhost:8099/web/en-US/ibmrpaclient) instead.

Procedure

  1. Navigate to IBM Support 🡥.
  2. Click Open a case. In your support case, you need to attach:
    • IBM RPA Control Center tenant name.
    • IBM RPA tenant's region, for example, AP1.
    • Chatbot name (or bot handle). The chatbot name must be unique, provide at least three options of names.
  3. Wait until the IBM support confirms the chatbot instance creation.

Results

After the creation is done, you can view the chatbot instance in the Chat mappings on the IBM RPA Control Center. The following image shows an example of how the chatbot instance named ibm-dsystems-bot appears in a mapping.

The chatbot mapping in the IBM RPA Control Center. It stands in the Chatbot and Name fields to show how the chatbot instance appears after created.

What to do next

Configure the computer credential to make sure that the bot can access the Bot Runtime computer:

  1. Log in to your tenant in the IBM RPA Control Center.
  2. From the Define menu, click Credentials > Credentials tab.
  3. Choose one of the following actions:
    • To create a new credential: click New Credential.
    • To edit an existing credential: click ⋮ > Edit
  4. Enter the data:
    • In the Name field, enter the credential name.
    • In the Username field, enter the computer credential username.
    • In the Password field, enter the computer credential password.
  5. From the Define menu, click Computers > ⋮ > Edit a computer.
    • In the Credential field, select the credential name.