Robot Installation on Windows

This guide will show you how to download, install, and activate the Heptora Robot on your Windows system.

Downloading the Robot

There are two ways to download the Heptora robot:

Option 1: Through the Welcome Tour

1. Go to the Heptora web app
2. Sign in with your provided username and password
3. Follow the platform’s welcome tour
4. At the end of the tour, a pop-up window will appear
5. Click the green “Download Robot” button

Option 2: From the Robots Section

1. Go to the Heptora web app
2. Sign in with your provided username and password
3. Click on your user initials (top right corner)
4. Select “Robots” from the menu
5. Click the green “Download Robot” button

Installing the Robot

Once the file is downloaded, follow these steps:

1. Open the downloaded .exe file

2. A Setup window will appear. Click “Next”

   Tip

   The option to create a Heptora desktop shortcut is selected by default, but you can deselect it if you prefer.

3. Click “Next” again

4. Click “Install” and wait a few seconds for the installation to complete

5. Click “Finish”

   Tip

   The “Launch Heptora” option (run for the first time) is selected by default, but you can deselect it if you don’t want to open it immediately.

Activating the Robot

After completing the installation, you need to activate the robot:

1. If you selected “Launch Heptora”, a login window will appear automatically

   Credentials

   Use the same credentials you use to access the Heptora web app. These credentials allow you to access Recordings and Secrets features, as well as activate the robot.

2. Enter your Heptora username and password

3. Once logged in, a window to activate the robot will appear

4. Select the robot you want to activate

5. Click the “Activate Robot” button

   Robot name

   By default, the robot name will be “Default robot”, but you can modify it in the user settings.

Verify the Robot is Active

To check that the robot is working correctly:

1. Go to the Windows taskbar
2. Click the “show hidden icons” button (upward arrow)
3. Look for the Heptora icon

If the icon appears, the robot is active and working correctly.

Next Steps

Now that you have the robot installed and activated, you can:

• Configure your credentials and secrets
• Explore available process templates
• Create your first automation

Need more help?

If this guide didn’t solve your problem or you found an error in the documentation:

• Technical support: help@heptora.com
• Clearly describe the problem you encountered
• Include screenshots if possible
• Indicate which documentation steps you followed

Our support team will help you resolve any issue.