Choose Your Journey
IB-X supports a wide range of automation scenarios. The approach you take depends on the type of solution you want to build.
Most solutions are implemented as either an Agent, which executes on the IB-X platform, or a Local Agent, which executes on a user workstation through Smart Station.
Use this page to identify the solution that best matches your requirements and navigate to the relevant documentation.
I Want to Automate Business Processes
Choose an Agent when you need to automate structured business workflows, system integrations, data processing, or operational tasks.
Common use cases include:
- Processing files and documents
- Data synchronization between systems
- Approval workflows
- Scheduled automations
- Notifications and alerts
- Database operations
- API integrations
- Enterprise business processes
Learn More
I Want to Build an AI-Powered Solution
Choose an Agent when your solution requires artificial intelligence to reason, generate content, analyze information, or assist with decision-making.
AI capabilities are added by incorporating AI activities, knowledge bases, and AI services into your workflow.
Common use cases include:
- AI assistants
- Content generation
- Document analysis
- Knowledge retrieval
- Data summarization
- AI-assisted workflows
- Intelligent decision support
Learn More
I Want to Build a Chat or Voice Experience
Choose an Agent when users need to interact with your solution through natural language conversations.
Conversational experiences are created by combining conversation triggers, Conversational Agent activities, AI capabilities, tools, and knowledge bases within an Agent.
Common use cases include:
- Customer support assistants
- Virtual assistants
- Employee self-service
- Voice assistants
- Knowledge assistants
- Website chat experiences
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I Want to Automate Desktop Applications
Choose a Local Agent when automation must execute on a user workstation or interact directly with desktop applications.
Common use cases include:
- Legacy application automation
- Desktop UI automation
- Human-assisted automation
- Local file processing
- Excel automation
- Applications that require user interaction
Learn More
Not Sure Where to Start?
The following guidance can help:
| If you want to... | Build a... |
|---|---|
| Automate business workflows | Agent |
| Build AI-powered workflows | Agent |
| Build a chatbot | Agent |
| Build a voice assistant | Agent |
| Integrate enterprise systems | Agent |
| Automate web applications | Local Agent |
| Automate desktop applications | Local Agent |
| Automate legacy Windows applications | Local Agent |
| Interact with desktop software | Local Agent |
Next Step
Continue to Understanding the IB-X Platform to learn the role of the major IB-X components and how they work together throughout the automation lifecycle.