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South Florida UiPath
Community Chapter
Meeting
May 9, 2023
2
Please join on video
Meeting Agenda
Introduction
Today’s Guest: Dhruv Patel
UiPath’s Communications Mining
Upcoming Events
3
South Florida Chapter Leaders
Strategic Automation Consultant,
Independent
cortneygdominguez@gmail.com
linkedin.com/in/cortneygdominguez
Cortney Dominguez
Operational Excellence & UiPath
Partnership Lead, Centric Consulting
tracy.dixon@centricconsulting.com
Tracy Dixon
2020 - 2023
linkedin.com/in/tracyldixon
Please join on video
4
South Florida Chapter Organizers Please join on video
Consultant / Dot Connector,
Centric Consulting
Jansen.Pennock@centricconsulting.com
linkedin.com/in/jansenpennock/
Jansen Pennock
Community Marketing Manager,
Americas, UiPath
Diana.Gray@UiPath.com
linkedin.com/in/diana-gray-mba-b98362/
Diana Gray
Dhruv has been with UiPath for 2+ years and is a Senior Sales Solution
Architect. Dhruv'spassionistobridgetogethertechnologyandbusiness.Hestrives
totakechallengeshead-on,adaptquicklyandexecutewiththeupmostquality.
Linkedin.com/in/dhruvpatel18/
Dhruv Patel, Senior Sales SolutionsArchitect, UiPath
Today’s Guest
6
1
Discover | Automate | Operate
Monitor and automate business
communications
From sending an email to responding to a customer
request, every business conversation matters.
But processing these communications has always been
manual, costly, and inefficient. Until now.
UiPath Communications Mining turns every message into
actionable data, in real time and on any communications
channel.
Communications Mining lets you combineAI and
automation to automate your most common business
requests and time-consuming conversations.
From beginning to end.
2
No Code
Aguided user experience that any employee can use -
regardless of technical ability.
Hyper-Scalable
Our declarative, resilient and enterprise-grade platform
scales with your organisation.
Communications Mining LLM
The Communications Mining LLM (Large Language Model)
provides a foundational model on which businesses can build on.
Accurate
Turns conversations into accurate, easy to interpret and
report data.
Fully customisable
Bespoke models that extract the exact intents, themes
and emotions you need.
Real-time monitoring and alerts
Configurable dashboards, email alerts and reports
tracking specific themes.
Fast to train
Keeps costs low and confidence high with ML models
that are quick to train.
Easy to integrate
Pre-built integrations for all your existing systems. Strong
APIs. Connectors for Workflow, RPAand Automation.
8
Emails, tickets, notes,
surveys, cases, etc.
Structured data to drive and trigger
process automations
API
ERP
RPA
CMS
CRM
Understand and action every message at speed and scale
3 Drive
Connect
1 2
CRM Notes
Email
Tickets
Service Desk
AI and NLP automate the interpretation
of every message in real time
Interpret
Connect
Train
Discover
Automate
8
Discover | Automate | Operate
9
Email
Service Desk
CRM notes
Surveys
RPA
API
Ingest & Store
Parse &
Comprehend
Unsupervised
Learning
Discover &
Train Validate &
Analyse
Report &
Deploy
RE-TRAIN & RE-INFER
Understand and action every message at speed and scale
Detailed platform overview
1 2 3
4 5 6
3 Drive
Connect
1 2 Interpret
9
Discover | Automate | Operate
10
5
Subject: Lost access to Microsoft Office
Created: March 19th, 8:22am
From: Lucy
To: it-support@enterprisecomp.com
Hi there
This is the second time I have raised a ticket for this issue.
Microsoft account
I have been locked out of my as my license has
expired. matter of urgency?
Please could you renew it for me a I
have a customer presentation today and need access to the pitch.
Thanks
Lucy(Employee Number: 45792)
, NY 10001, USA
Interpret the message... Extract key insights
Request
Employee No: 45792
Software: Microsoft Office
Quality of Service
Chaser
System Issue > License Expired
Urgent
Communications Mining example - IT Service Desk
11
Every company across every industry processes large
volumes of unstructured communications data
B2C and B2B emails
Contact center chats
Customer/employee feedback
Noise (Chasers, follow-ups)
… and many more examples across other industries & domains
GENERAL
Front, middle & back-office
mailboxes
KYC & onboarding
Insurance quotes, MTAs,
renewals, claims
BANKING/FS & INSURANCE
Tax, accounting, HR, and
payroll enquiries
Customer support
questions and complaints
BUSINESS SERVICES
Public feedback
Benefit claims and applications
Citizen services (freedom of
information requests, etc.)
PUBLIC SECTOR
Customer parts requests,
availability, delays
Sales order processing
Shipping information
MANUFACTURING
Customer complaints
and support requests
Agent problem and
resolution case notes
TELCO
Shipping/return enquiries
Product feedback
Complaints
E-COMMERCE / CPG
Maintenance, outage
and resolution notes
Customer support
Complaints
ENERGY / UTILITIES
1
1
Discover | Automate | Operate
12
Demo: ITSM Triaging with UiPath + AI
Inbound IT
ticket
Interpret
the
message
Extract key
insights
Triage or
HITL
Generate
response
with AI
Update
ITSM
System
Orchestrate an end-to-end process while seamlessly tapping into multiple ML models
Intent and Data
Extraction
Text
Classification
Sentiment
Analysis
Text Generation
(GPT)
Communications Mining Integration Service / API
Demo Flow:
1. Using Comms MiningAI/ML to interpret tickets
2. Setting up a multi-model automation workflow
3. AutomatingAccess Management, Hardware issues and more!
1
2
Discover | Automate | Operate
13
How customers use Communications
Mining
1
3
Discover | Automate | Operate
Communications
mining
Mine historic communications to
identify and quantify transformation
opportunities.
Voice of the
customer
Understand and continuously
improve quality of service and the
customer experience.
Communications
monitoring
Real-time view of all service
communication channels. Measure,
monitor and improve.
Communications Mining increases scalability, enhances the customer experience, and
improves governance and control. Communications Mining creates both analytics and
automation opportunities.
Auto-triage
Automate the classification,
prioritization and routing of
incoming comms.
Case
automation
Automate case creation / case
augmentation in service desk tools.
Query
automation
E2E automate frequently occurring
transactional requests.
Analytics Automation
14
ROBOT HUMAN
BEFORE AFTER
HUMAN
TASK
COMPLETED
TASK
COMPLETED
Communications
auto triage for
insurance underwriters
Human reviews exceptions
Monitors shared inbox to understand
context, intent, and sentiment of
emails in real time
Prioritizes and routes request to the
relevant SME / triggers automation
Human reviews exceptions
Responds to customer and updates
customer file
3 hours to process
3 days to process
Underwriter receives email request
Underwriter opens email, reviews content
Underwriter determines message intent
SME receives email request
SME opens and reviews content
SME responds to customer
SME updates customer file
Underwriter forwards to appropriate team
5%
human effort
95%
robot
100%
human effort
Location: Europe
Customer type: Insurance
Solution: Re:infer and UiPath Robots
1
4
Discover | Automate | Operate
Time taken for work to enter workflow
down from 2-3 days to 2 hours
£370k back to the business in year one
15
Be sure to register for our next event scheduled for May 23rd!
Topic: UiPath 2023.04 Release Features
https://community.uipath.com/south-florida/

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UiPath South Florida Chapter, Communications Mining.pdf

  • 1. South Florida UiPath Community Chapter Meeting May 9, 2023
  • 2. 2 Please join on video Meeting Agenda Introduction Today’s Guest: Dhruv Patel UiPath’s Communications Mining Upcoming Events
  • 3. 3 South Florida Chapter Leaders Strategic Automation Consultant, Independent cortneygdominguez@gmail.com linkedin.com/in/cortneygdominguez Cortney Dominguez Operational Excellence & UiPath Partnership Lead, Centric Consulting tracy.dixon@centricconsulting.com Tracy Dixon 2020 - 2023 linkedin.com/in/tracyldixon Please join on video
  • 4. 4 South Florida Chapter Organizers Please join on video Consultant / Dot Connector, Centric Consulting Jansen.Pennock@centricconsulting.com linkedin.com/in/jansenpennock/ Jansen Pennock Community Marketing Manager, Americas, UiPath Diana.Gray@UiPath.com linkedin.com/in/diana-gray-mba-b98362/ Diana Gray
  • 5. Dhruv has been with UiPath for 2+ years and is a Senior Sales Solution Architect. Dhruv'spassionistobridgetogethertechnologyandbusiness.Hestrives totakechallengeshead-on,adaptquicklyandexecutewiththeupmostquality. Linkedin.com/in/dhruvpatel18/ Dhruv Patel, Senior Sales SolutionsArchitect, UiPath Today’s Guest
  • 6. 6 1 Discover | Automate | Operate Monitor and automate business communications From sending an email to responding to a customer request, every business conversation matters. But processing these communications has always been manual, costly, and inefficient. Until now. UiPath Communications Mining turns every message into actionable data, in real time and on any communications channel. Communications Mining lets you combineAI and automation to automate your most common business requests and time-consuming conversations. From beginning to end.
  • 7. 2 No Code Aguided user experience that any employee can use - regardless of technical ability. Hyper-Scalable Our declarative, resilient and enterprise-grade platform scales with your organisation. Communications Mining LLM The Communications Mining LLM (Large Language Model) provides a foundational model on which businesses can build on. Accurate Turns conversations into accurate, easy to interpret and report data. Fully customisable Bespoke models that extract the exact intents, themes and emotions you need. Real-time monitoring and alerts Configurable dashboards, email alerts and reports tracking specific themes. Fast to train Keeps costs low and confidence high with ML models that are quick to train. Easy to integrate Pre-built integrations for all your existing systems. Strong APIs. Connectors for Workflow, RPAand Automation.
  • 8. 8 Emails, tickets, notes, surveys, cases, etc. Structured data to drive and trigger process automations API ERP RPA CMS CRM Understand and action every message at speed and scale 3 Drive Connect 1 2 CRM Notes Email Tickets Service Desk AI and NLP automate the interpretation of every message in real time Interpret Connect Train Discover Automate 8 Discover | Automate | Operate
  • 9. 9 Email Service Desk CRM notes Surveys RPA API Ingest & Store Parse & Comprehend Unsupervised Learning Discover & Train Validate & Analyse Report & Deploy RE-TRAIN & RE-INFER Understand and action every message at speed and scale Detailed platform overview 1 2 3 4 5 6 3 Drive Connect 1 2 Interpret 9 Discover | Automate | Operate
  • 10. 10 5 Subject: Lost access to Microsoft Office Created: March 19th, 8:22am From: Lucy To: it-support@enterprisecomp.com Hi there This is the second time I have raised a ticket for this issue. Microsoft account I have been locked out of my as my license has expired. matter of urgency? Please could you renew it for me a I have a customer presentation today and need access to the pitch. Thanks Lucy(Employee Number: 45792) , NY 10001, USA Interpret the message... Extract key insights Request Employee No: 45792 Software: Microsoft Office Quality of Service Chaser System Issue > License Expired Urgent Communications Mining example - IT Service Desk
  • 11. 11 Every company across every industry processes large volumes of unstructured communications data B2C and B2B emails Contact center chats Customer/employee feedback Noise (Chasers, follow-ups) … and many more examples across other industries & domains GENERAL Front, middle & back-office mailboxes KYC & onboarding Insurance quotes, MTAs, renewals, claims BANKING/FS & INSURANCE Tax, accounting, HR, and payroll enquiries Customer support questions and complaints BUSINESS SERVICES Public feedback Benefit claims and applications Citizen services (freedom of information requests, etc.) PUBLIC SECTOR Customer parts requests, availability, delays Sales order processing Shipping information MANUFACTURING Customer complaints and support requests Agent problem and resolution case notes TELCO Shipping/return enquiries Product feedback Complaints E-COMMERCE / CPG Maintenance, outage and resolution notes Customer support Complaints ENERGY / UTILITIES 1 1 Discover | Automate | Operate
  • 12. 12 Demo: ITSM Triaging with UiPath + AI Inbound IT ticket Interpret the message Extract key insights Triage or HITL Generate response with AI Update ITSM System Orchestrate an end-to-end process while seamlessly tapping into multiple ML models Intent and Data Extraction Text Classification Sentiment Analysis Text Generation (GPT) Communications Mining Integration Service / API Demo Flow: 1. Using Comms MiningAI/ML to interpret tickets 2. Setting up a multi-model automation workflow 3. AutomatingAccess Management, Hardware issues and more! 1 2 Discover | Automate | Operate
  • 13. 13 How customers use Communications Mining 1 3 Discover | Automate | Operate Communications mining Mine historic communications to identify and quantify transformation opportunities. Voice of the customer Understand and continuously improve quality of service and the customer experience. Communications monitoring Real-time view of all service communication channels. Measure, monitor and improve. Communications Mining increases scalability, enhances the customer experience, and improves governance and control. Communications Mining creates both analytics and automation opportunities. Auto-triage Automate the classification, prioritization and routing of incoming comms. Case automation Automate case creation / case augmentation in service desk tools. Query automation E2E automate frequently occurring transactional requests. Analytics Automation
  • 14. 14 ROBOT HUMAN BEFORE AFTER HUMAN TASK COMPLETED TASK COMPLETED Communications auto triage for insurance underwriters Human reviews exceptions Monitors shared inbox to understand context, intent, and sentiment of emails in real time Prioritizes and routes request to the relevant SME / triggers automation Human reviews exceptions Responds to customer and updates customer file 3 hours to process 3 days to process Underwriter receives email request Underwriter opens email, reviews content Underwriter determines message intent SME receives email request SME opens and reviews content SME responds to customer SME updates customer file Underwriter forwards to appropriate team 5% human effort 95% robot 100% human effort Location: Europe Customer type: Insurance Solution: Re:infer and UiPath Robots 1 4 Discover | Automate | Operate Time taken for work to enter workflow down from 2-3 days to 2 hours £370k back to the business in year one
  • 15. 15 Be sure to register for our next event scheduled for May 23rd! Topic: UiPath 2023.04 Release Features https://community.uipath.com/south-florida/