Robotic desktop automation

When you use robotic desktop automation (RDA), you can run automations that integrate and automate processes on the desktop. With RDA, you can:

• Synchronize all your desktop applications with a customer's account information.
• Automatically launch or close applications on the desktop.
• Send updated customer account information from your Pega Platform application to one or more web or desktop applications.
• Streamline users' workspaces – by automating communication among various desktop applications, users do not need to switch among many applications to update information.

Automations that run on the desktop are run from a flow action on a connector, modal, or overlay in your application. You can run an automation during preprocessing to obtain information from desktop applications to display it in a form in the application.

In an example Call Center application, when a customer service representative (CSR) accepts a call from a customer, an automation runs on the CSR's desktop. It retrieves the customer account information from a legacy application that is running on the CSR's desktop and returns and displays the account number and related information in a window in the Call Center application.

You can also run a postprocessing automation when you want to send information that users enter in your application to an the automation, which then sends the information to applications that are running on the user's desktop.

For example, a customer can dispute a transaction. The dispute information can be automatically sent to the legacy application, which acts as the system of record for disputes and in which back-end workers work to investigate and resolve billing disputes.

Any fields that you want to share between your application and desktop applications must be marked as relevant records.