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The Discovery capability is designed to help represent business processes with no effort. It observes a user’s workflow, takes notes, and engages in a conversational interview to gather information. Its main purpose is to facilitate the creation and maintenance of processes as they exist today — similar to an always up-to-date standard operating procedure (SOP). There are three modes of discovery to help you observe and represent your current state:
  • Companion
  • AI Interviewer
  • Direct video or document upload

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AI Interviewer

  • Session configuration: Select the process, choose an output template, and specify the storage location. If assigned by an admin, this is configured automatically.
    • Observation mode: Watches your screen and actions, taking notes.
    • Guided conversation mode: Asks questions about process details, pain points, exceptions, and automation opportunities.
  • Process documentation: Structures information into comprehensive documents (objectives, scope, pain points, risk analysis).

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Key features

  • Progress tracking: Visual progress bar (64% to 100%).
  • Session controls: “Just observe me,” screen-sharing controls, microphone toggles, pause, and end session.
  • Structured Q&A: Prompts for nuances, exceptions, and automation vision.
  • Contextual summaries: Consolidates objectives, stakeholders, systems, and data throughout the session.

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Starting a new session

  1. Select the process (e.g., “Opportunity Close Out”).
  2. Click start a new capture.
  3. Select your method.
  4. Click Start session — enable screen sharing and audio.

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Data security

  • Adherence to industry-standard data protection protocols.
  • Secure session management with controlled access and encrypted storage.
  • Purpose-limited data usage (documentation only).
  • User controls: pause and end session anytime.