Videos
1. Kognitos Navigation Introduction
Nick takes you on a 7-minute tour of the Kognitos UI — Departments, Playground, Processes, Exceptions, Learnings, Books, History, and the AI Help Agent.
What you'll learn
The first video in the Kognitos Operations training series — a 7-minute tour of the Kognitos platform UI from Departments down to the AI Help Agent.
The UI, top to bottom
- Departments (top right): processes are scoped by department (Finance, Customer Service, etc.). Users can be limited to one department or traverse several.
- Dashboard: the per-department home — shows what's running, what's recent, and which processes have exceptions needing attention.
- Playground: where you prototype. Start from a template or a blank playground; type plain English like 1 + 1 or ask GPT-4o mini who won the World Series in 2016 and run it inline.
- Processes: published, audit-ready programs. Each one has a visual process flow, an exceptions counter, and can be kicked off by email, schedule, or API.
- Exceptions: where business users resolve runs that need help — highlight a field on the document, or teach a technique that becomes reusable.
- Learnings: every taught technique, grouped by process. Kognitos applies them automatically through context-based embeddings whenever it sees a similar document — straight-through processing without manual lookups.
- Books: the integration layer. Examples: Document Processing (a call out to AWS Textract), Email (native SMTP), Excel (file-level integration, no credentials), Oracle Cloud Fusion (a true API integration that needs auth).
- History: a per-department change log so publishes can be rolled back if needed.
- AI Help Agent: an LLM front-end backed by real Kognitos support, which searches the platform documentation and answers with examples and citations.
Questions answered in this video
What's the role of Departments in Kognitos?
Departments are top-level scopes for processes — Finance, Customer Service, etc. Users can be limited to a single department or given access across several, but processes, exceptions, and learnings stay isolated per department.
Where do I start building a new automation?
In the Playground. You can begin from a template or a blank playground and type plain English to prototype — anything from 1 + 1 to ask GPT-4o mini who won the World Series in 2016. When the logic is right, you publish it as a Process.
How do Learnings work in Kognitos?
When you resolve an exception (e.g. highlighting a field or teaching a technique), Kognitos stores it as a Learning grouped by process. The platform uses context-based embeddings to apply matching learnings automatically the next time it sees a similar document — that's how straight-through processing improves over time.
What are Books?
Books are integrations. Examples shown in the tour include Document Processing (a call out to AWS Textract), Email (native SMTP), Excel (file-level), and Oracle Cloud Fusion (an API integration that requires credentials). You add only the Books a department needs.
What does the AI Help Agent do?
It's an LLM front-end backed by the Kognitos support team. You can ask it things like “how can I create a table?” and it returns an example plus a link to the relevant Kognitos documentation — so you get the answer and the source.