Administrator Guide Administrator Guide

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2 AutobotAI account setup process with AWS account linking In order to provide AWS account access to autobotai skill, It has to be configured in portal. Currently only one account can be configured with single autobot.live user account. Open the preferred browser and visit

3 Step 1: Register/Signup with autobotai Click on Login/Register option in top right corner. Autobot will send a verification code (OTP) to your address. Open your mailbox and provide OTP along with the address for the account verification. NOTE: given address will be used for all the notifications including cloud watch alarm, budget notification and sending optimization report summary.

4 Once the is successfully verified, you can login autobotai and click on AWS account setup. AutbotAI uses CloudFormation stack to link your AWS account. In the account setup window click on Launch stack button to launch account setup process.

5 The process will redirect to different browser tab where AWS account credentials need to be provided. NOTE: The AWS credentials provided to launch stack should have AWS IAM and AWS Lambda (provisioning and invoke) permission. In CloudFormation stack configuration window, select the check box at the bottom of the page to acknowledge the IAM role creation confirmation. NOTE: Do not change the external ID in Cloudformation parameter window. It will be generated unique for each customer and will be verified against our API for authentication. monitor the cloudformation stack deployment status. NOTE: if cloudformation stack fails to get deployed then we suggest to check the current logged in user permission. For further assistance contact us on

6 Once the cloudformation stack completes its execution, Go back to previous tab i.e AWS Account Setup page on Click on Verify Access to verify setup and proceed with next Tagging window. NOTE: Instance tagging is being used by autobotai to identify the different resources in development, staging and production environment. It will help autobotai to identify the workload type and execute any administrative tasks according to your command. (for example, you can command autobotai how many development servers are running? or take the backup of production instances )

7 You can tag resources like AWS EC2, AWS RDS, S3 buckets, AWS CloudFront distributions and AWS ElastiCache clusters. Further resource tagging support is on the road map along with enhance AI capability. Enable autobotai skill: Download the Alexa Companion App Android - iphone -

8 Login to Alexa companion App from mobile or web browser. Click on Skills on left panel Click -> search bar search for autobotai Click on the autobotai skill. Enable the skill autobotai skill.

9 Next step is autobotai account linking process. (complete the autobot.live account setup with your AWS prior to this step) Click on Save the permission. We need this access to identify the user location (country) to identify if we need to change any utterances based on local language. Now we have to link the autobotai skill with account.

10 Select the Browser to open login console (preferred chrome browser) Enter the Login credentials created in previous account registration steps.

11 NOTE: You can also register the account during account linking process. It is not preferred flow, because after registering here, you will again have to login and follow the AWS account setup process. If the given credentials are correct then it will show successfully linked message. You can close the browser and return back to Alexa companion app.

12 Echo Device setup for Alexa and Alexa for business users. Echo Device setup process for Alexa first time: Connect the alexa device to the power socket wait till the orange light blinks Note: Orange light indicates to setup mode Download amazon alexa app from App store (IOS)or play store (Android ) in your mobile or open for web based alexa app. Create a login profile for Alexa with the existing mail id Click continue,

13 Select echo dot Select the Language you would like to enable in your device -> click on continue Now Echo Device has to connected to Internet so click on Connect to Wi-Fi Make sure your device is in setup mode. Click continue

14 NOTE: In order to make Echo device in setup mode. Press echo action button for 5 seconds. Select the device Wi-Fi and complete the installation and registration. NOTE: in given screenshot we are using Laptop browser client. The same can be configured from Mobile app as well. Once the registration is completed. WiFi setup will be saved in Amazon app. Setting up the Echo device (Alexa for business): Login to AWS console with Username and password NOTE: user should have IAM user creation permission for Alexa for business device access key configuration.

15 Select AWS IAM service > create user with Alexa for business permission Goto security credentials and create Access key and secret key for Device setup. NOTE: the key should be rotated in regular bases or removed after all Echo device setup. Note down the Access key and secret key for later use in Alexa for business application configuration. Select Alexa for business portal and configure your IT room where the users will be using autobotai skill. Note: Currently Alexa for business is available only in US East (N. Virginia)

16 In Alexa for Business, Each echo device has its own purpose and to serve the purpose each device has specific set of skills enabled. In our scenario we are enabling the autobotai skill for AWS management. Hence we have to setup the device where DevSecOps, AWS SysOps and DevOps team works. Create room where Echo device will installed (Room is logical entity to identify where the device is placed and what skill should be enabled in the device) Create the room and fill the necessary details Once the Room is configured you can configure the shared device in the room. In order to set up Echo device you can follow below steps.

17 Select shared device and click setup devices and download the windows executable for setup. Download the device setup tool Run the installation

18 Select get started Enter the access key and secret key you have noted during IAM user creation process. make sure the echo device is in setup mode. NOTE: to make echo device in setup mode press on Action button on Echo device for 5 seconds. Select the device and click setup devices

19 Provide your LAN Wi-Fi network details which will provide Internet access to Echo device Enter the SID or WiFi name and give the credentials. Note: Select wpa2 personal for network security (depends on your Local WiFi endpoint configuration) Registration process might take 5-10 minutes to register Echo device to AWS Alexa for Business service. Once the registration completes you can see the Echo device in Shared device section in AWS portal NOTE: Device status should show Synced. Contact AWS Alexa for business support If the status is showing Sync in progress.

20 Now the Device is added to AWS portal, its time to configure autobotai skill on AWS portal. Select the Skills option from the left bar > Click on Alexa skills store. In the search bar type autobotai > Click on Enable Skill will redirect to Link account option for autobotai account linking.

21 Account linking will redirect to the autobotai login page. User have to provide autobotai login credentials. NOTE: Assumption has been made that user has already created autobotai account and linked his AWS account. Once the account is linked user can see the skill is enabled and linked to autoobotai account. Next step would be Creating skill group and assign skill as well as room to the group. (this step links the logical entity of Room and autobotai skill) Once the setup completes. Now you can invite the technical team users from Users section in top left panel.

22 Each users will get invitation mail to their mail id where they have to confirm the activation of their account.