# Automation Anywhere EKB Docs

## Docs

- [Agent Templates](https://ai-kb.automationanywhere.com/agents/agent-templates.md): Get Started With Our Pre-Built Agents
- [Overview](https://ai-kb.automationanywhere.com/agents/agents.md): Get Started Setting Up AI Agents
- [Best Practices and Tips](https://ai-kb.automationanywhere.com/agents/best-practices.md): Best practices for implementation and orchestration of agents on the Automation Anywhere EKB platform
- [Asana](https://ai-kb.automationanywhere.com/agents/external-integrations/asana.md): Project and task management
- [Azure Active Directory](https://ai-kb.automationanywhere.com/agents/external-integrations/azure-active-directory.md): User provisioning and directory management
- [Confluence](https://ai-kb.automationanywhere.com/agents/external-integrations/confluence.md): Wiki pages and documentation management
- [Dropbox](https://ai-kb.automationanywhere.com/agents/external-integrations/dropbox.md): File storage and sharing
- [GitHub](https://ai-kb.automationanywhere.com/agents/external-integrations/github.md): Repository management, issues, and pull requests
- [Gmail](https://ai-kb.automationanywhere.com/agents/external-integrations/gmail.md): Email management with Gmail API and OAuth 2.0
- [Google Drive](https://ai-kb.automationanywhere.com/agents/external-integrations/google-drive.md): File storage, sharing, and management
- [Google Sheets](https://ai-kb.automationanywhere.com/agents/external-integrations/google-sheets.md): Read, write, and manipulate spreadsheet data
- [Google Slides](https://ai-kb.automationanywhere.com/agents/external-integrations/google-slides.md): Create and modify presentations
- [HubSpot](https://ai-kb.automationanywhere.com/agents/external-integrations/hubspot.md): Contacts, companies, deals, and tickets
- [Jira](https://ai-kb.automationanywhere.com/agents/external-integrations/jira.md): Issue tracking and project workflows
- [Microsoft 365](https://ai-kb.automationanywhere.com/agents/external-integrations/microsoft-365.md): Email, calendar, OneDrive, and SharePoint integration via Azure AD
- [Microsoft Excel](https://ai-kb.automationanywhere.com/agents/external-integrations/microsoft-excel.md): Workbook management, data operations, and analysis
- [Microsoft Word](https://ai-kb.automationanywhere.com/agents/external-integrations/microsoft-word.md): Document creation and editing
- [Odoo ERP](https://ai-kb.automationanywhere.com/agents/external-integrations/odoo-erp.md): ERP capabilities including inventory, sales, and accounting
- [External Integrations Overview](https://ai-kb.automationanywhere.com/agents/external-integrations/overview.md): External integrations enable your AI agents to connect with third-party services, APIs, and platforms. Each integration provides specialized tools for interacting with email, file storage, project management, CRM, and other enterprise systems.
- [Salesforce CRM](https://ai-kb.automationanywhere.com/agents/external-integrations/salesforce.md): CRM data and operations
- [Yahoo Finance](https://ai-kb.automationanywhere.com/agents/external-integrations/yahoo-finance.md): Market data, quotes, and financial analysis
- [MCP (Model Context Protocol)](https://ai-kb.automationanywhere.com/agents/mcp.md): Connect agents to external systems and tools using the Model Context Protocol
- [Memory](https://ai-kb.automationanywhere.com/agents/memory.md): Enable agents to learn and remember user preferences, facts, and context
- [Predefined and Custom Models](https://ai-kb.automationanywhere.com/agents/models.md): Configure LLM models for your agents - use default models or bring your own API keys
- [Outputs](https://ai-kb.automationanywhere.com/agents/outputs.md): Define JSON schemas to structure agent responses in a consistent format
- [Getting Started with Agent Skills](https://ai-kb.automationanywhere.com/agents/skills/agent-skills-getting-started.md): Install the Skills Manager Toolkit, create your first custom skill, or add a pre-built skill.
- [Agent Skills Library](https://ai-kb.automationanywhere.com/agents/skills/agent-skills-library.md): Browse all pre-built skills available out of the box
- [Agent Skills Overview](https://ai-kb.automationanywhere.com/agents/skills/agent-skills-overview.md): A standardized way to give AI agents new capabilities and expertise.
- [Agent Communication Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/agent-communication.md): Multi-Agent Systems - delegate tasks to specialized worker agents
- [Database Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/database.md): Query, analyze, and visualize data from SQL databases and Smart Tables
- [Document Manager Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/document-manager.md): Create and edit documents directly within chat conversations
- [Image Generation Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/image-generation.md): Generate high-fidelity images on demand using DALL-E 3
- [Knowledge Base Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/knowledge-base.md): RAG-powered retrieval from your proprietary data and documents
- [Node.js Execution Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/nodejs.md): Optimized for JavaScript/TypeScript workloads
- [Overview](https://ai-kb.automationanywhere.com/agents/toolkits/overview.md): Comprehensive guide to all available agent toolkits
- [Python Code Execution Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/python.md): Execute Python code in secure sandbox with file uploads and analysis
- [Smart Table Manager Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/smart-table-manager.md): Manage structure and data of internal Smart Tables with NoSQL-style capabilities
- [To-Do Manager Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/to-do-manager.md): Persistent memory for tracking tasks across conversations
- [Web Search Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/web-search.md): Real-time information access via search and web scraping
- [Workflow Manager Toolkit](https://ai-kb.automationanywhere.com/agents/toolkits/workflow-manager.md): Design and execute deterministic workflows for automation
- [Tools](https://ai-kb.automationanywhere.com/agents/tools.md): Add custom tools and workflows to your agents
- [1.2.0](https://ai-kb.automationanywhere.com/changelogs/1.2.0.md): Released 2025-05-24
- [1.2.1](https://ai-kb.automationanywhere.com/changelogs/1.2.1.md): Released 2025-05-28
- [1.2.2](https://ai-kb.automationanywhere.com/changelogs/1.2.2.md): Released 2025-06-04
- [1.2.3](https://ai-kb.automationanywhere.com/changelogs/1.2.3.md): Released 2025-06-12
- [1.3.0](https://ai-kb.automationanywhere.com/changelogs/1.3.0.md): Released 2025-06-16
- [1.3.1](https://ai-kb.automationanywhere.com/changelogs/1.3.1.md): Released 2025-06-19
- [1.4.0](https://ai-kb.automationanywhere.com/changelogs/1.4.0.md): Released 2025-07-06
- [1.5.0](https://ai-kb.automationanywhere.com/changelogs/1.5.0.md): Released 2025-07-30
- [1.5.1](https://ai-kb.automationanywhere.com/changelogs/1.5.1.md): Released 2025-08-04
- [1.5.2](https://ai-kb.automationanywhere.com/changelogs/1.5.2.md): Released 2025-08-24
- [1.5.3](https://ai-kb.automationanywhere.com/changelogs/1.5.3.md): Released 2025-08-31
- [1.6.0](https://ai-kb.automationanywhere.com/changelogs/1.6.0.md): Released 2025-10-08
- [1.7.0](https://ai-kb.automationanywhere.com/changelogs/1.7.0.md): Released 2025-11-11
- [1.8.0](https://ai-kb.automationanywhere.com/changelogs/1.8.0.md): Released 2026-01-05
- [1.9.0](https://ai-kb.automationanywhere.com/changelogs/1.9.0.md): Released 2026-02-04
- [1.9.1](https://ai-kb.automationanywhere.com/changelogs/1.9.1.md): Released 2026-03-08
- [2.0.0](https://ai-kb.automationanywhere.com/changelogs/2.0.0.md): Released 2026-04-01
- [2.0.1](https://ai-kb.automationanywhere.com/changelogs/2.0.1.md): Released 2026-05-04
- [Overview](https://ai-kb.automationanywhere.com/changelogs/overview.md): Release history and what changed in each version
- [Chats](https://ai-kb.automationanywhere.com/chat/chat.md): Contextual AI Interactions with Flexible Agents
- [Chat with Documents](https://ai-kb.automationanywhere.com/chat/chat-kb.md): Enhance Interactions with Specific Context
- [Create Custom Interfaces For Your Project](https://ai-kb.automationanywhere.com/documentation/interfaces.md): Create Custom App-Like Interfaces
- [Common API Errors](https://ai-kb.automationanywhere.com/general/api-errors.md): Troubleshooting Advice For API Errors
- [Azure AD Single Sign-On (SSO)](https://ai-kb.automationanywhere.com/general/authentication/azure-ad-sso.md): Configure SSO Authentication With Azure AD
- [Custom Single Sign-On (SSO)](https://ai-kb.automationanywhere.com/general/authentication/custom-sso.md): Configure SSO Using Your Custom Provider
- [Email-Password Sign-In](https://ai-kb.automationanywhere.com/general/authentication/email-password.md): Use EKB's Built-In, Secure, Email-Password Authentication To Sign-In
- [Google Sign-In](https://ai-kb.automationanywhere.com/general/authentication/google-sign-in.md): Use Your Google Account To Sign-In
- [Okta Single Sign-On (SSO)](https://ai-kb.automationanywhere.com/general/authentication/okta-sso.md): Configure SSO Authentication With Okta
- [Best Practices: Dev to Prod Migration in EK Cloud (Single Tenant)](https://ai-kb.automationanywhere.com/general/cloud-sdlc-best-practices.md): Dev-to-prod migration best practices for single-tenant EK Cloud environments.
- [Credits](https://ai-kb.automationanywhere.com/general/credits.md): Understanding How Credits Are Consumed in EKB
- [On-Premise SDLC Best Practices](https://ai-kb.automationanywhere.com/general/on-premise-sdlc-best-practices.md): Best Practices on SDLC and Promotion of EKB from Non-Production to Production (On-Premise)
- [On-Premise Troubleshooting](https://ai-kb.automationanywhere.com/general/on-premise-troubleshooting.md): L1 diagnostic steps for troubleshooting On-Premise EKB deployments
- [Security & Compliance](https://ai-kb.automationanywhere.com/general/security-compliance.md): EKB Supports Industry Standards Of Security And Regulatory Compliance
- [Security & Data Practices](https://ai-kb.automationanywhere.com/general/security-data-practices.md): How EKB Protects Your Data and Keeps Your Information Secure
- [Status Monitoring](https://ai-kb.automationanywhere.com/general/status-monitoring.md): Monitor live system status and track issues in real-time
- [Create Your First AI Agent](https://ai-kb.automationanywhere.com/getting-started/create-first-agent.md): Create a project in EKB and configure your first custom AI Agent with models, toolkits, and prompts.
- [Welcome to EKB](https://ai-kb.automationanywhere.com/index.md): Meet Automation Anywhere Enterprise Knowledge Base (EKB) - RAG, agents, workflows, automation, and enterprise security & compliance.
- [Overview](https://ai-kb.automationanywhere.com/knowledge-base/connectors.md): Connect and sync data from third-party applications and databases
- [Connect Confluence to the Knowledge Base](https://ai-kb.automationanywhere.com/knowledge-base/kb-connectors-confluence.md): Sync Confluence Pages with the Knowledge Base
- [Connect Google Drive to the Knowledge Base](https://ai-kb.automationanywhere.com/knowledge-base/kb-connectors-google-drive.md): Sync Google Drive Files with the Knowledge Base
- [Using Web Crawlers](https://ai-kb.automationanywhere.com/knowledge-base/kb-crawler.md): Index Web Pages for Smart AI Search
- [Overview](https://ai-kb.automationanywhere.com/knowledge-base/kb-overview.md): Centralized Repository for Your AI Agents
- [Settings](https://ai-kb.automationanywhere.com/knowledge-base/settings.md): Configure chunking strategies, chunk configuration, and chunk enrichment settings
- [Smart Tables](https://ai-kb.automationanywhere.com/knowledge-base/smart-tables.md): Learn how to use Smart Tables to store and look up data
- [Sync & Schedule](https://ai-kb.automationanywhere.com/knowledge-base/sync-and-schedule.md): Manage sync schedules and automatic updates for your knowledge base
- [Knowledge Base Templates](https://ai-kb.automationanywhere.com/knowledge-base/templates.md): Create and manage templates to guide AI agents with FAQs, response templates, and examples
- [Uploading Files to the Knowledge Base](https://ai-kb.automationanywhere.com/knowledge-base/upload-files.md): How to Upload Files to the Knowledge Base
- [Account Settings](https://ai-kb.automationanywhere.com/my-account/account-settings.md): Configure And Manage Your Project
- [API Keys](https://ai-kb.automationanywhere.com/my-account/api-keys.md): Manage secure API keys for integrating external applications and automating tasks
- [Dashboard](https://ai-kb.automationanywhere.com/my-account/dashboard.md): Overview of your billing, subscription plan, and total credits available
- [General](https://ai-kb.automationanywhere.com/my-account/general.md)
- [Tags](https://ai-kb.automationanywhere.com/my-account/tags.md): Create and manage tags for organizing team members and content
- [Members](https://ai-kb.automationanywhere.com/my-account/team-members.md): Platform-Wide Roles and Permissions for Secure Team Governance
- [Usage](https://ai-kb.automationanywhere.com/my-account/usage.md): View Your Team's Token Consumption and Usage Analytics
- [Cloud Licensing](https://ai-kb.automationanywhere.com/offerings/cloud/licensing.md): How EKB cloud licenses are issued, how you receive your key, and how to redeem it in the EKB portal.
- [Overview](https://ai-kb.automationanywhere.com/offerings/cloud/overview.md): EKB cloud overview—AWS regions, static egress IPs, and frontend and app server URLs for firewall and proxy allowlists.
- [On-Premise Installation Guide](https://ai-kb.automationanywhere.com/offerings/on-premise/installation.md): Requirements for installing the EKB platform in your environment.
- [EKB - AWS EKS (Services and Infrastructure) Guide](https://ai-kb.automationanywhere.com/offerings/on-premise/kubernetes-deployment/aws-architecture.md): Architecture overview, component descriptions, and data flow for the EKB services infrastructure on AWS EKS.
- [Disaster Recovery & RTO/RPO Guide](https://ai-kb.automationanywhere.com/offerings/on-premise/kubernetes-deployment/disaster-recovery-guide.md): DR strategy, RTO/RPO targets, backup systems, auto-recovery mechanisms, and recovery procedures for the EKB AWS/EKS infrastructure.
- [EKS Deployment Prerequisites](https://ai-kb.automationanywhere.com/offerings/on-premise/kubernetes-deployment/eks-deployment-prerequisites.md): Pre-deployment checklist to complete and review with the customer before deploying the EKB EKS infrastructure on their AWS account.
- [EKB Terraform Infrastructure](https://ai-kb.automationanywhere.com/offerings/on-premise/kubernetes-deployment/terraform-infrastructure.md): Terraform and Terragrunt IaC for managing the EKB platform on AWS EKS, with support stubs for GKE, AKS, and bare-metal Kubernetes.
- [Terragrunt Deployment Guide](https://ai-kb.automationanywhere.com/offerings/on-premise/kubernetes-deployment/terragrunt-deployment.md): Step-by-step commands for deploying the complete EKB EKS infrastructure using Terragrunt, including dry run validation and actual deployment.
- [On-Premise Licensing](https://ai-kb.automationanywhere.com/offerings/on-premise/licensing.md): How On-Premise licenses are issued, how you receive your key, and how to coordinate installation with Automation Anywhere.
- [Overview](https://ai-kb.automationanywhere.com/offerings/on-premise/overview.md): EKB in your environment—who it is for, how it differs from cloud, and links to licensing and installation.
- [Project Settings](https://ai-kb.automationanywhere.com/project-settings/project-settings.md): Configure And Manage Your Project Settings, Members, Roles, And Monitor Billing And Usage
- [Chatbot Configuration](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-configuration.md): How to configure your public chatbot within EKB
- [Integrate EKB Chatbot to Google Workspace](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-google-chat.md): Bring EKB to Google Chat
- [Integrate EKB Chatbot to Your Website & Apps](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-integration.md): Seamless Integration, Anywhere You Need
- [Public Chatbot](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-public.md): Create and Brand Your EKB Chatbot
- [Integrate EKB Chatbot to Slack](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-slack.md): Bring EKB to Slack
- [Integrate EKB Chatbot to MS Teams](https://ai-kb.automationanywhere.com/public-chatbot/chatbot-teams.md): Bring EKB to MS Teams
- [Chat SDK](https://ai-kb.automationanywhere.com/sdk/chat.md): Integrate conversational AI interfaces into your application using the EKB Chat SDK.
- [SDK Overview](https://ai-kb.automationanywhere.com/sdk/overview.md): Integrate EKB Into Your Applications Using Our TypeScript SDK
- [Smart Tables SDK](https://ai-kb.automationanywhere.com/sdk/smart-tables.md): Create and manage structured data tables with advanced querying, filtering, and AI-powered data processing.
- [Voice SDK](https://ai-kb.automationanywhere.com/sdk/voice.md): Create voice-enabled applications and AI Agents.
- [SAML Access Controls](https://ai-kb.automationanywhere.com/super-admin/sa-access-controls.md): Gate who can sign in or register in EK using SAML metadata attributes.
- [Automated Management](https://ai-kb.automationanywhere.com/super-admin/sa-automated-management.md): Automatically place SSO users into the correct team and projects based on their SAML metadata attributes.
- [Overview](https://ai-kb.automationanywhere.com/super-admin/sa-dashboard.md): Discover the features of our Super Admin interface for On-Premise installations.
- [General](https://ai-kb.automationanywhere.com/super-admin/sa-general.md): Learn how to monitor your EKB instance
- [Knowledge Base](https://ai-kb.automationanywhere.com/super-admin/sa-kb.md): Super Admins can view, search, and manage all documents, files, and URLs uploaded to EKB projects. Monitor file status, troubleshoot sync issues, and ensure your AI agents have the best knowledge foundation.
- [System](https://ai-kb.automationanywhere.com/super-admin/sa-system.md): Super Admins can configure and manage the AI models that power EKB’s automations and workflows. Control which LLMs are available, manage costs, and fine-tune access for your organization.
- [Task Monitor](https://ai-kb.automationanywhere.com/super-admin/sa-task-monitor.md): Super Admins can monitor, filter, and analyze all background tasks and automations in EKB. Track performance, spot issues, and optimize system reliability.
- [Teams](https://ai-kb.automationanywhere.com/super-admin/sa-teams.md): View, manage, and configure all teams within the EKB On-Premise system.
- [Users](https://ai-kb.automationanywhere.com/super-admin/sa-users.md): Manage individual users — see who’s on the platform, grant/revoke admin rights, track usage, and understand user distribution across teams.
- [Setting Up Azure AD for EK SSO](https://ai-kb.automationanywhere.com/super-admin/sso/azure-sso-config.md): Configure Azure Active Directory (Entra ID) as a SAML 2.0 Identity Provider for your on-premise EK instance.
- [Setting Up Okta for EK SSO](https://ai-kb.automationanywhere.com/super-admin/sso/okta-sso-config.md): Configure Okta as a SAML 2.0 Identity Provider for your on-premise EK instance.
- [SAML SSO in EK — How It Works](https://ai-kb.automationanywhere.com/super-admin/sso/saml-sso-how-it-works.md): Understand how EK integrates with your Identity Provider for SAML 2.0 SSO before you begin configuration.
- [SSO Metadata Setup Guide](https://ai-kb.automationanywhere.com/super-admin/sso/saml-sso-metadata-setup-guide.md): Step-by-step instructions for enabling SAML 2.0 SSO on your on-premise EK instance by registering your IdP and uploading its metadata.
- [SSO Troubleshooting & Reference](https://ai-kb.automationanywhere.com/super-admin/sso/saml-sso-troubleshooting.md): Permissions, quick reference URLs, and troubleshooting guidance for SAML SSO on your on-premise EK instance.
- [SP Metadata Endpoint](https://ai-kb.automationanywhere.com/super-admin/sso/sp-metadata-endpoint.md): Technical reference for the EK Service Provider metadata endpoint used during SAML SSO configuration.
- [SSO Integration Overview](https://ai-kb.automationanywhere.com/super-admin/sso/sso-integration-overview.md): Learn how EK supports SAML 2.0 SSO for on-premise deployments and find the right setup path for your organization.
- [EKB Tools](https://ai-kb.automationanywhere.com/tools/actions.md): Streamline Workflows, Save Time
- [Exporting & Importing Workflows](https://ai-kb.automationanywhere.com/tools/export-import-workflows.md): Export your workflows and import them into other environments.
- [Workflow Builder v2](https://ai-kb.automationanywhere.com/tools/workflows-v2.md): Create automations from user inputs, file uploads, emails, or on a schedule.

## OpenAPI Specs

- [openapi](https://ai-kb.automationanywhere.com/api-reference/openapi.json)