Setting Up the Bot

In Druid ChatBot Portal:

  1. Configure the Bot.
  2. Set Up Druid Users.
  3. Run Setup Flow.

Step 1: Configure the Bot

Note:  Human Resources default language is set to EN-US and additional language is set to RO. If you want to add additional languages on Human Resources, make sure to add the language of choice as additional bot language and add the according training phrases, synonyms and conditions.

To configure the bot for Human Resources, you need to set Special Flows and configure the connection strings.

Set special flows

Click the Special Flows section header and select the following special flows:

Special Flow Select
Welcome hr-intro-check-role
IntentNotFound hr-intent-not-recognized
Authentication authenticate-hr-user

In production, you can configure these flows based on your needs.

Set the Connection Strings (Apps) Details

Human Resources provides you with a wide range of apps for integration with various systems to demo various processes. Set up only the apps used by your organization or the ones dedicated to the particular processes you want to demo / use.

Druid App App Type Integrates Druid with Integration Purpose Mandatory app
Druid_Apps_Cristina SQL Your Database. Connects Druid to your DB. Yes
UiPath Cristina UiPath UiPath robots Allows the chatbot and UiPath robots to work seamlessly together to fulfill employees and managers requests. Yes
Cristina OCR CALL REST Druid AI Services Performs OCR and data extraction from Romanian Identity Cards and Australian driving licenses. Yes
SendGrid-Cristina SendGrid Your SMTP Server Sends emails No. (only if you need to send emails)
Note:  To run the Human Resources setup flow, you only need to set up the Druid_Apps_Cristina app.

For information on how to set the connection strings, click on the configuration section specific to the app you want to set:

Prerequisite

To configure the SQL connector to your DB, from Human Resources Apps, click Druid-apps. The Edit Connector page appears.

Make the following settings:

Setting Description
ClientType Select SqlServer.
DataSource Enter the name of the SQL server.
InitialCatalog Enter the name of the database used by the connection string, which is located on the server that you specified in the DataSource field.
UserID and Password The credentials (user name and password) of your SQL Server account.

Click Save and Close.

Prerequisites:

  • UiPath Orchestrator
  • If you are using the Cloud Orchestrator, go to you tenant and under Admin > Services, click the API Access option corresponding to the desired service and write down the following details: UserKey, Account Logical Name, Tenant Logical Name and ClientId.

To configure the UiPath connector, from Human Resources Apps, click UiPath Cristina. The Edit Connector page appears.

The connector can integrate with both the Cloud and on premise versions of the Orchestrator. From the SecurityType drop-down, select the type of Orchestrator.

If you use the on premise Orchestrator, fill in the following fields: Url, Tenant, User name and Password.

If you are using the Cloud Orchestrator, fill-in the following fields with the values you have wrote down in the prerequisites: UserKey, Account Logical Name, Tenant Logical Name and ClientId.

Important!  To have Druid read all the folders from your UiPath Orchestrator, after you provide the UiPath connection strings to the UiPath Cloud Orchestrator, click the Get UiPath folders button.

For more information on how to configure the UiPath connector, see Triggering an Unattended Process or Creating the UiPath Connection Strings.

After you finish setting up the UiPath connector, click Save and Close.

In Human Resources, you can use two types of OCR solutions:

  • Druid AI Services for OCR of Romanian identity cards and Australian driving licenses.
  • UiPath AI Center for OCR of any ID document that complies with the MRZ standard.

This section describes the connection strings required if you are using Druid AI Services. If you are using UiPath AI Center, follow the instructions described in section Setting Up AI Center.

Prerequisites:

  • In order to use the Druid AI Services, you need the URL and access token of the instance on which the Druid OCR is running. To get the URL and access token, contact Druid Tech Support.
Note:  Druid Tech Support generates the access token per tenant and environment.

To configure the REST connector to Druid AI Services, which performs OCR of Romanian identity cards, from Human Resources Apps, click Cristina OCR CALL. The Edit Connector page appears.

In the URL field, enter the URL provided by Druid Tech Support.

In the Variables section, add the token provided by Druid Tech Support.

Click Save and Close.

Prerequisites:

  • You need to have an email service and know the API Key. To find out the API Key, you might need to contact your system administrator.

To configure the SendGrid connector, which sends emails, from Human Resources Apps, click SendGrid-Cristina. The Edit Connector page appears.

In the ApiKey field, enter the API Key received from your email service provider.

Click Save and Close.

 

Important!  In order for the chatbot integration with the apps to be up and running, you need to publish the connector actions. To do so, from the main menu, click Integrations and click the Publish button.

Step 2: Set Up Druid Users

For production environments, you need to make sure that in the Druid ChatBot Portal you assign the specific security roles to users, as follows:

  • For all managers, create Druid users and assign them the Manager role. They will address employees’ requests.
  • For all employees, create Druid users and assign them the Employee role.
  • For all employees involved in the HR recruitment process, create Druid users and assign them the HR Admin role.
  • For website candidates looking to apply for a job, create Druid users and assign them the Candidate role.
Note:  To view all Druid users, in the Druid ChatBot Portal, from the main menu click Administration > Users and in the Users page, tick the ShowChatUsers check box.

For Druid demo and community environments, assign all roles to your user.

Step 3: Run Setup Flow

Open chat land bot page and send the message “setup-cristina”. This command sets up all the DB tables needed in Human Resources.

Click Done. If the SQL connection strings are properly set, Human Resources setup completes successfully.

You can now train the entities and the bot and set up the webchat in HTML page.