Pega Robotic Automation includes a Microsoft Visual Studio-based design tool (Studio) where you create automations, a runtime client (Runtime/Agile Desktop) that runs the automation on the user's desktop, and a cloud-based tool (Deployment Portal) that helps you to implement and manage the automations that you develop. With these tools, you can create and implement the following types of robotic automations:
- Pega Robotic Desktop Automation (RDA) helps you to automate business processes and transactions by letting you create “personal robots” that run collaboratively on Runtime client desktops to automate tasks and workflows. For instance, in a customer service environment, your representatives (CSRs) can focus on the customer while the robotic automation gathers the information that the CSR needs, records and populates any changes made to the account, summarizes the call, reminds the CSR of any promotions that the customer might be eligible for, and so on.
- Pega Robotic Process Automation (RPA) lets you create robotic automations to automate repetitive back office work, such as adjudicating claims, onboarding customers or employees, reconciling financials, and updating customer information. Pega RPA solutions can manage this type of work across your enterprise without user interaction.
Whether you create desktop or process automations or both, with Studio, Runtime/Agile Desktop, and Deployment Portal, you can create and implement robotic automations that work with your employees or for them, making them more productive and efficient, while minimizing errors.
- Get started
- Build solutions
- See examples
- View Release Notes and Help
- Find more documentation
- Discover opportunities
Use these links for instructions on how to install Pega Robotic Automation Studio/Runtime.
- Pega Robotic Automation Studio 8.0 Installation Instructions
- Pega Robotic Automation Studio Plug-in 8.0 Installation Instructions
- Pega Robotic Automation Runtime 8.0 Installation Instructions
- Pega Robotic Automation Studio 7.1 Installation Instructions
- Pega Robotic Automation Studio 7.1 Plug-in Installation Instructions
- Pega Robotic Automation Runtime 7.1 Plug-in Installation Instructions
These webinars and classes can help you get started.
- RPA 101: What to know and where to start
- Leveraging robotics to jumpstart the customer journey
- Implementing Pega Robotic Automation
These Best Practices and Technical Articles can help you build solutions.
- Best Practices: Building Solutions
- Best Practices: Understanding Threading
- Best Practices: Using Match Rules
- Technical Article: Starting Adapters and Multithreading
- Technical Article: Understanding Translators
- Technical Article: Using the Assisted Sign-on Component
- Technical Article: Using the Credential Store
Use these examples as a guide when building your own solutions.
- Example: An integration that uses VB.NET
- Example: Fixing the DataGridView "Red X" Error
- Example: Handling Cancellable events in .NET
- Example: Integrating a ListView within an application
- Example: Integrating an MDI application Using C#
- Example: Integrating web applications and an MDI application Using C#
- Example: Making a hidden control within a .NET application accessible to Studio
- Example: Making sure only one copy of an application is running
- Example: Rewriting the HTML of a web control
- Example: Selecting all entries in a list box on a web page
- Example: Using HTML tables with C#
- Example: Using Studio adapters in a C# project
- Example: Using the Aspect AqmListener custom component
- Example: Using the ICA file template for load balancing via the ZDC
See what is in the latest build by reviewing the cumulative build notes for these releases.
See what was in these releases by reviewing the release notes:
- Pega Robotic Automation Studio and Runtime version 8.0 Release Notes
- Pega Robotic Automation Studio and Runtime version 7.1 Release Notes
Use these links to view Studio and Runtime Help.
The following links provide additional documentation for Pega Robotic Automation Studio, Runtime/Agile Desktop, Deployment Portal, Updater, and other Robotic Automation tools.
- Package Server and Server Status User Guide
- Deployment Portal User Guide
- Updater Implementation Guide
- Agile Desktop Implementation Guide
- Dump Utility User Guide
- Security Token Service User Guide
- Working with single-page web applications
- Robotic Process Automation Scheduling service
- Creating UI Connectors
- Credentials Manager utility
- Incorporating PDF files into an automation
- Using the Automation Recording Feature
- Using Automation Playback
- Using Citrix Contexts
- Using Citrix Application Streaming
- Using Data Components
- Using the Microsoft Office Connectors
- Using the Siebel Adapter
- Creating CSharp to Studio Project References
- Incorporating HTML Table Data in Projects
- Runtime Flowchart
Use Workforce Intelligence to uncover blind spots and opportunities, which you can then leverage with Robotic Automation to change how your work gets done.