NiBot RPA Product

Design, choose Chrome, then click UI Explorer to launch the Element Recognizer. Click the "Identify Element" button, hover the mouse over Baidu’s search box, then left-click to 58complete the identification. Click the “Generate Selector” button to create the selector, then click “Validate Selector” to verify. If the Baidu search box is outlined in red, the identification is successful. Refer to Section 1.5 for detailed instructions on using the selector. 59Double-click the selector in the Output area to copy it, then close the Element Recognizer. In the Toolbox panel, under Browser components, locate the “Set Text” component and drag it into the Do sequence. In the component’s Properties panel, paste the element selector into the Selector field—remember to wrap it in double quotes—and enter the text: "CNY Exchange Rate". 60In the Toolbox panel, under Browser components, find the “Click” component and drag it below the Set Text activity. Use the Element Recognizer to capture the Search button. Identify the element, generate the selector, verify it, then double-click the resulting selector in the Output pane to copy it. 61In the “Click” component’s Properties panel, paste the selector into the Selector field—remember to enclose it in double quotes—then run a debug test to verify it works. 1.10.2.3 Retrieve Exchange-Rate Data Use the Element Recognizer to locate the exchange-rate data and save it. In the Toolbox panel, under Browser components, find the “Get Attribute” component and drag it below the Click activity. Use the Element Recognizer to locate the exchange-rate data—specifically, the value for 1 USD to CNY. 62Generate the selector, validate it, and—once confirmed—double-click the selector in the output pane to copy it. In the “Get Attribute” component’s Properties panel, paste the selector into the Selector field—remember to wrap it in double quotes. 63At this point, we need to store the scraped data in a variable so it can be used later when writing text. First, determine the variable’s scope and create the variable at the top-level Sequence. Click the Variables panel at the bottom and add a new variable row. 64Name the variable: ExchangeRate Click the “Get Attribute” activity. In its Properties panel, set the Output → Attribute value to: ExchangeRate 1.10.2.4 Write Exchange-Rate Data In the Toolbox panel, locate the “Write Text File” component and drag it beneath the Open Browser sequence. 65In the “Write File” component’s Properties panel, set the Input → Text field to: ExchangeRate. In the File Path field, enter the path to the text file you created earlier—for example, if you created “DailyExchangeRate.txt” on the desktop, the path is: "C:\Users\xy15989\Desktop\DailyExchangeRate.txt". If you need each new entry to be written on a new line in the text file, check the following two options. 66Then click Debug File to verify that the data is written as required. Debug the workflow twice and confirm everything is working correctly. 1.10.2.5 Close Current Browser Tab In the Toolbox panel, under Browser, locate the “Close” component and drag it below the Get Attribute activity. 67Set the Close component’s properties: in the Misc section, set CloseType to CurrentTab, then debug the workflow to complete the overall process design. 1.10.2.5 Publish Next, we will publish the completed workflow to the Control Room. Click File in the menu bar, then click Publish. When publishing for the first time, a login is required to connect to the Control Room. Enter Username (Employee ID) and Password. 68After logging in, enter the version information and parameters, then complete the publication. Version Notes: If no version information is provided during publish, the system will assign a default version in ascending order: the initial release is 1.0.0, the next 1.0.1, and so on. Parameter Notes: If parameters were used in Studio, they must be entered in the Parameters field. Input rule: enclose each parameter value in double quotes, e.g., "value1" "value2" for multiple parameters. Click the Publish button; a “Publish Succeeded” message will appear. 2. Control Room 2.1 Interface The Control Room interface consists of three parts: the Top bar, the left-hand menu bar, and the right-hand content display area. 69 Top bar: shows the product name, language switcher, username, and current version.  Menu bar: lists the system’s management functions.  Content display area: presents management lists along with detailed information or configuration options. 2.2 Management Concepts Control Room centrally manages, deploys, and monitors automation workflows. Workflows can be published from Studio or imported manually. After import, you assign them to machines (workbenchs) and robots, enabling centralized organization and scheduling—robots execute tasks on schedule or from queues, store dynamic test data, and provide analytics based on results. Environment variables and queue management are also supported. Typical management steps: 1. Manage workflows - maintain the list of workflows and their versions. 2. Configure departments - assign tasks to the responsible department. 3. Configure workbench - define the PCs that will run the workflows. 4. Configure robots - link robots to workbenchs for licensing and scheduling. 5. Optional: set environment variables. Execution modes • Mode 1: create scheduled tasks—run workflows according to defined plans. • Mode 2: create queue tasks—execute tasks sequentially from a queue. 6. Monitor execution results. 702.3 Dashboard The Dashboard displays counts, types, and trend analyses for workbench, robots, workflows, and tasks. 2.3.1 Workbench Analytics Shows yesterday’s utilization rate, 24-hour utilization trend, total count, active count, idle count, failed count, and more detailed statistics for workbench. 712.3.2 Robot Analytics Displays yesterday’s utilization rate, total count, active count, idle count, and more detailed statistics for robots. 722.3.3 Workflow Analytics Displays the total number of workflows. 2.3.4 Task Analytics Shows today’s total tasks, completed count, and failed count, along with yesterday’s completion rate, completed count, pending count, and detailed analysis. 732.4 Process Management Process Management is used to manage all successfully published workflows. It supports editing, querying, deleting, and internal version control, and allows you to create or import workflows directly. 2.4.1 Process List Provides a clear view of all existing workflows, displaying information such as process name, department, current version number, creation time, process ID, and available actions. 2.4.2 Create & Edit Process Click the New button, enter the process name, department, and process file version, then confirm to create the process. 74Since the same process name may have multiple file versions, version-management capabilities have been added, supporting upload and download operations. Startup Parameters: enter the parameter values to be referenced inside the workflow. When the workflow starts, these values are loaded in order; the parameter type is restricted to String. Any startup parameters defined within the workflow itself are overridden once parameters are provided in the queue. Format: enclose each value in double quotes and separate multiple values with a space, e.g., "value1" "value2" "value3". Corresponding input in Studio Designer is shown below; the final result is numberA=123, numberB=456. 75Click View in the action column of the list to open the details page for viewing and editing; the page layout is identical to the Create Process screen. 2.4.2 Process Query Supports searching by process name keyword and department. 2.4.2 Process Deletion Click Remove in the action column to delete the process; processes currently in execution cannot be deleted. 762.5 Workbench Management A workbench is the computer—physical or virtual—that runs process tasks. It supports creation, editing, querying, and deletion. Multi-user capability is provided: each user is differentiated by an automatically assigned port. Automatic login in unattended mode is also supported. Please note: workbench information is captured automatically the first time you log in to Assistant; thereafter, the workbench is available whenever Assistant is logged in and unavailable when it is not. 2.5.1 Workbench List Provides a clear view of all current workbench, showing workbench name, description, IP, port, operating system, unattended mode status, availability, and actions. Available actions are View/Edit and Delete. 2.5.2 View & Edit workbench Allows viewing and editing the workbench’s basic information and domain accounts (multi-user). 77Domain Account Management – add, edit, and delete domain accounts. When creating an account, the username and password must be provided. After multiple domain accounts are created, the workbench can be used by multiple users. 2.5.3 Workbench Query Supports keyword-based search. 782.5.4 Workbench Deletion Click Remove in the action column to delete the workbench; workbench currently executing tasks cannot be deleted. 2.6 Robot Management Robots are primarily responsible for licensing workbench; at present, a robot can be thought of as a licensed workbench group. 2.6.1 Bot List Visually displays all bot information, including bot names, authorization periods, operation status, and other details. Operations include: View/Edit, Delete. 2.6.2 Create and Edit Robot Click the Create button above the list, then fill in the Robot Name, enter the License Key (the validity period is displayed automatically), and select the workbench. To obtain the License Key, please contact the product vendor. To edit, locate the Edit action in the list and click it to open the editing page. 792.6.3 Search Robots Keyword-based robot search is supported. 2.6.4 Delete Robot Click Remove in the list’s action column to delete the robot. Workbench that is currently executing tasks cannot be deleted. 2.7 Plan Management After completing the configuration of workflows, workbench, robots, and departments (see Section 1.8), you can proceed to create scheduled tasks. Schedule Management is responsible for defining the execution policy of the desired workflows. The key configuration items include: Schedule Name, Owning Department, Workflow to Execute, Startup Parameters, Schedule Type, Execution Mode (Parallel / Sequential), Enable Status, Assigned Robot(s), and Restriction on Non-Working Days. 802.7.1 Plan List Provides a clear overview of all scheduled tasks, displaying Schedule Name, Owning Department, Workflow Name, Schedule Type, Enable Status, and Actions. Available actions include View/Edit, Enable/Disable, and Delete. 2.7.2 Create a Plan Click the New button, fill in the Schedule Name, Owning Department, Workflow, Schedule Type, Execution Mode, Enable Status, Assigned Robot(s), and Non-Working Day Restriction, then complete the creation. 81Startup Parameters: enter the parameter values to be referenced inside the workflow. When the workflow starts, these values are loaded in order; the parameter type is restricted to String. Any startup parameters defined within the workflow itself are overridden once parameters are provided in the queue. Format: enclose each value in double quotes and separate multiple values with a space, e.g., "value1" "value2" "value3". Corresponding input in Studio Designer is shown below; the final result is numberA=123, numberB=456. Schedule Type: Run Immediately, Run Once, Daily, Weekly, Monthly, Cron Expression. Depending on the selected type, the required strategy items differ as follows:  Run Immediately: none.  Run Once: Scheduled Start Time.  Daily: Scheduled Start Time, Scheduled End Time, Recurrence  Weekly: Select Weekdays, Scheduled Start Time, Scheduled End Time, Recurrence 82 Monthly: Select Months, choose either specific dates or weekdays, Scheduled Start Time, Scheduled End Time, Recurrence  Cron Expression: Enter expression Execution Mode Explanation  Parallel: All robots on their licensed workbench execute the workflow tasks simultaneously, handling high-concurrency workloads.  Sequential: Tasks are dispatched according to the idle/busy status of each robot’s licensed workbench, maximizing workbench utilization. Non-Working Day Restriction Explanation You can select a calendar to skip holidays; calendar management is described in Section 1.8. 2.7.3 Edit and View Schedule Click View in the list’s action column to examine the schedule’s details and make edits. 83842.7.4 Search plan Supports searching by keyword, workflow, or department. 2.7.5 Delete plan Click Remove in the list’s action column to delete the schedule. 2.8 Queue Management Queue Management is the core component in automated workflows for efficiently distributing, tracking, and managing tasks. It is especially suited to scenarios that require handling large volumes of repetitive tasks in sequence or by priority—such as data entry, order processing, or email classification—enabling orderly execution, exception handling, and resource optimization. Queue Management and Schedule Management represent two distinct execution modes, yet they can also cooperate: for example, a scheduled task can trigger a queue-processing workflow at set intervals to achieve fully automated scheduling. 2.8.1 Queue List Provides a clear overview of all queues, displaying Name, Description, In-Progress Count, Remaining Count, Average Duration, Success Count, Workflow, workbench, Max Retries for Failed Items, Polling Interval (minutes), Enabled status, and Actions. Actions include Edit Queue, View Transactions, Upload Item, Start Listener, and Delete. 852.8.2 Create Queue Click the New button above the list, fill in Queue Name, Description, Owning Department, Workflow, Startup Parameters, workbench, Max Retries for Failed Items, Polling Interval (minutes), Minimum Items to Trigger First Job, and Non-Working Day Restriction, then save to complete creation. 86Startup Parameters: enter the parameter values to be referenced inside the workflow. When the workflow starts, these values are loaded in order; the parameter type is restricted to String. Any startup parameters defined within the workflow itself are overridden once parameters are provided in the queue. Format: enclose each value in double quotes and separate multiple values with a space, e.g., "value1" "value2" "value3". Corresponding input in Studio Designer is shown below; the final result is numberA=123, numberB=456. After selecting the workbench, you can further choose the domain account (tenant) for that workbench. 872.8.3 Edit Queue Click Edit Queue in the list’s action column to modify and manage queue information. 882.8.4 View Transactions Click View Transactions in the list’s action column to review transaction details. The transaction list displays: Reference, Status, Data Details, Progress, Priority, Created Time, Due Date, Postpone, Started, Completed, Retry Count, Exception Type, Result Status, and Actions. Available actions are History, Delete, Duplicate, and Clear Postpone. Click in the list to view the data details. Click History in the action column to view the transaction’s log details. 892.8.5 Upload Item Click Upload Item in the list’s action column, select the file, and begin the upload. 2.8.6 Start Listener The listener function automatically detects newly added or status-changed tasks in the queue and triggers the corresponding processing workflow. Click Start Listener in the list’s action column to enable listening; click again to stop. 2.8.7 Search Queue Supports filtering by keyword or workflow. 2.8.8 Delete Queue Click Remove in the list’s action column to delete the queue. 902.9 Environment Variable Management Environment Variable Management is used to store and manage configuration data for different execution environments. It lets users dynamically adjust workflow behavior without modifying the workflow code, ensuring stable operation across development, test, and production environments. Usage: reference the environment variable value in NiBot Studio via the component / development package / Control Room / Get Environment Variable Value activity. 2.9.1 Environment Variables List Displays all variables and their information, including Variable Name, Variable Type, Variable Value, and Actions. Available actions are View/Edit and Delete. 912.9.2 Create Environment Variable Click New, enter the Variable Name, select the Variable Type, fill in the Variable Value, and then save to create. Variable Type : String、Bool、DataTime、DataTable、Password、Credential. 922.9.3 Edit Environment Variable Click Edit in the list’s action column to modify the variable. 932.9.4 Search Environment Variables Supports searching by name keyword or variable type. 2.9.5 Delete Environment Variable Click Remove in the list’s action column to delete the variable. 2.10 Task Management Task Management provides real-time tracking and management of the execution status, performance metrics, and exceptions for both automated and manual tasks. Through visualized, data-driven insights, it helps enterprises ensure stable operation of automated workflows, promptly identify and resolve issues, and optimize resource allocation. 2.10.1 Task Execution List Displays task execution details, including: Schedule Name, Owning Department, Workflow Name, workbench, Scheduled Start Time, Task Type, Duration, Status, Run Result, and Actions. Actions: View Details, Logs, and Video.  Task Types: Run Once, Run Immediately, Daily, Weekly, Monthly.  Status: Not Started, Running, Completed, Exception.  Run Results: Success, Error, Warning, No Valid Machine Found, Session Could Not Be Started, Worker Could Not Be Started, Manually Closed, Manually Cancelled, Decompression Failed, Invalid Login Credentials, Password Expired, Error After Login or Login to Other, Session Displayed Dialog, User Access Denied, Login Process in Progress, Login Ending in Progress, Reconnecting in Progress, Session Contention, Session No Permission, Disconnection Denied, User Account Restrictions, Login Attempt Invalid, User Must Change Password, Unknown Error. 942.10.2 View Task Details Click View in the Action column to open the task details. 95 View Task Logs：Click Logs in the list’s action column, or click Logs within the Details view, to open the log viewer. The viewer supports filtering by keyword, log level, status, and exception flag, as well as downloading log files.  Log Levels: Info, Error, Warning  Status: Executing, Closed, Canceled, Faulted  View Task Recording: Click Video in the list’s action column, or click Video within the Details view, to open and watch the recording. 2.10.3 Search Tasks Supports filtering by keyword, department, workflow name, workbench, status, and execution result. 962.11 System Settings The System Settings module provides essential configurations for managing the Control Room, including Department Management, User Management, Calendar Management, Log Management, and more. 2.11.1 Department Management Creates an organizational hierarchy for the enterprise, enabling more efficient planning and management when users design scheduled tasks. 2.11.1.1 Department List Displays all department information, showing Department Name, Parent Department, Remarks, and View/Edit actions at a glance. 2.11.1.2 Create Department Click the New button above the list, enter Department Name, Parent Department, and Remarks, then save to create. 972.11.1.3 Edit Department In the list, click View, modify the Department Name, Parent Department, and Remarks, then save the changes. 982.11.1.4 Search Department Supports filtering by department or parent department. 2.11.2 User Management This function is used to register users, assign accounts, and configure permissions for all personnel who will use the product within the enterprise. 2.11.2.1 User List Displays all users’ basic information and permissions, allowing quick viewing of Employee ID, Name, Gender, Phone, Email, Department, Role, and Actions.  Role types: Super Administrator, Regular User. 2.11.2.2 Create User Click the New button above the list, fill in Employee ID, generate a License Key, Name, Password, Confirm Password, Email, Phone, Gender, Department, and Role, then save to complete creation. To log in to Control Room, use Employee ID + Password. When publishing workflows from Studio Designer, use Employee ID + Password. The License Key is used to log in to Assistant; once logged in, the user can view all workflows under their organization. After regenerating a License Key, you must click Save for the change to take effect. 992.11.2.3 Edit User Click the View button next to a user in the list to edit that user’s information. In edit mode you can update basic details and reset the password. 100Click the Reset Password button, enter the new password, confirm the new password, and save to complete. 2.11.2.4 Search User Supports searching users by department or employee ID. 1012.11.2.4 Delete User Click Remove in the list’s action column to delete the user. 2.11.3 Log Management Records the operation logs of logged-in users, including Operation Type, Operation Object, Operation Time, Employee ID, User Name, IP Address, and Department. Supports filtering logs by department, username, and start/end time. 2.11.4 Calendar Management Allows the creation of holiday schedules as needed, which can later be referenced when designing scheduled tasks. 2.11.4.1 Calendar List Displays calendar information in list form, including Name and Actions. Available actions are View Details, Import, and Remove. 1022.11.4.2 Create Calendar Click the New button above the list, enter the calendar name, then save to complete. Import Calendar File: click Import in the new calendar row’s action column, then upload the calendar file. A template download is supported. 2.11.4.3 Calendar Details Click Details in the list’s action column to view the calendar’s detailed information. 1032.11.4.4 Delete Calendar Click Remove in the list’s action column to delete the calendar. 2.12 Additional Features The Control Room also provides language switching, personal profile management, login/logout, and version information. 2.12.1 Language Switch Click the language drop-down and select the desired option; Chinese and English are currently supported. 1042.12.2 Personal Profile Management Under System Settings, click Personal Management to update and modify your own information. 2.12.3 Login / Logout On the login screen, enter your username and password to sign in. 105Logout screen: click Logout in the left-hand menu bar to exit the Control Room. 2.13 Example Wewill demonstrate configuring and running a scheduled task for a workflow. 2.13.1 Log in to Control Room Open the Control Room URL, enter your User ID and Password (contact the administrator to create an account or log in directly with the admin account). For this walk-through, log in with the Super Administrator account. 1062.13.2 Create Organization and User Log in with the administrator account to create an organization and a user for yourself. Create Organization: Go to System Settings → Department Management, click the New button above the list, enter the Department Name, Parent Department, and any Remarks, then save to complete. Create User: Go to System Settings → User Management, click the New button above the list, enter the required information and generate a License Key, then select Test Team as the Department and save to complete. 1072.13.3 Add workbench Workbench registration is done by logging into Assistant. On the very first login, the system automatically records the current host information into Control Room. Subsequent logins to Assistant will keep this workbench in an “Available” state; otherwise, it remains unavailable. Log in to Assistant with the License Key created in the previous step, enter the Host URL, and complete the login. 108Return to Control Room, open System Settings → workbench Management, and you will see the newly added host name listed. Click View in the action column to modify the workbench and configure domain accounts. 1092.13.3 Create Robot Next, create a robot to authorize one or more workbench as a group. Switch to Robot Management, click Create, enter the Robot Name and License Key, select the authorized workbench (the host we just added), and save. Typically, the License Key should be obtained from the product team. 110Creation complete. 2.13.4 Manage Workflow Go to the Workflow Management menu and locate the “Exchange Rate Summary” workflow we created. Click View in its action column to edit it. Change the Department to Test Team and save to apply the modification. 2.13.4 Create Plan Task After completing the preceding configuration steps, we now set up a scheduled task for the workflow so that it runs according to a specified time-based strategy. Navigate to the Plan Management menu and click the Create button above the list. 111Enter the plan name, select the previously created Test Team department, choose the “Exchange Rate Summary” workflow, leave the startup parameters empty, set the planning method to Run Once and pick a time very close to now for quick testing, choose Parallel execution, select the previously created “testbot” robot, leave the non-working-day restriction blank, then save to create the plan. Plan successfully created. 1122.13.5 Task Tracking Switch to Task Management, locate the task triggered by the newly created schedule, and confirm that it executed successfully. Task Details – logs and video recordings can be reviewed. 113Verification confirms the data was successfully written—completing the entire workflow configuration. 3. Assistant Assistant is a visual interaction platform that connects users with automated workflows. Through a simple interface, non-technical users can easily invoke automation capabilities. It supports one-click triggers for predefined workflows (e.g., invoice processing, data export) and allows dynamic input of required parameters before execution (e.g., date range, customer ID). During execution, progress and logs are displayed in real time; when exceptions occur, the workflow automatically pauses and requests human decisions (e.g., confirm ambiguous data). After completion, execution records are automatically archived and can be reviewed or exported for audit. Assistant also offers permission controls, form customization, and multi-platform access (desktop + web), seamlessly integrating with Control Room and Robot to enable company-wide automation collaboration. 3.1 Interface The Assistant interface is composed of the function toolbar, the list of executable workflows, and other informational items. 1143.2 Executable Workflows List Displays every workflow that belongs to the user’s organization, showing for each one the workflow name, current execution status, a Run button, and a link to view the execution results. 3.2.1 Start Execution Click the Run button beside any workflow to launch it. Execution statuses include: Queued, Running, Success, Failed, Exception, etc. 1153.2.2 View Results Click the Run Result link in the workflow list to open the detailed execution information. Execution Details: view workflow name, execution status, start time, end time, text log, and video log. 3.2.3 Search Workflows Supports searching workflows by keyword. 3.3 Refresh Workflow List Click the Refresh button to reload the executable workflow list. 1163.4 Settings Click the Settings button to configure the Control Room host address and enter the Assistant license key. The license key can be obtained from User Management in the Control Room; it restricts the user to workflows within their own organization. Both values must be configured for Assistant to function properly. 3.5 Connection Status This icon indicates the Worker connection status: blue means connected, gray means connection failed. 1173.6 Terminate All Running Tasks Click the “Terminate All Workflows” button to instantly stop every workflow currently in execution. 3.7 View Execution Logs Click the View Logs button to access logs for all executed tasks. Clicking it will automatically open the folder where the logs are stored. 3.8 Version Display The current Assistant version is shown in the lower-right corner of the interface. 1183.9 Example Once Assistant is configured, all executable workflows under the current user’s organization are displayed. 119After completing the configuration and logging in, you can quickly launch a workflow manually from Assistant—simply click Start to trigger the process and view the run results. Click the run result to view the business logs, including both text logs and video recordings. Next, let’s introduce the menu bar functions and usage: Refresh – reloads the workflow list. Configure – enter the Control Room connection address and your user license key. 120Worker Connection Status: red (disconnected) / blue (connected). Blue indicates a successful connection; red indicates a connection failure, and workflows will be unavailable. Terminate – stops all running workflow tasks. View System Logs – opens the system log files for review. 121Meanwhile, we can also check the execution results in Control Room—showing “Execution Successful.” Data successfully written to the text file; the second line shows the newly appended data. 122">