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1. How to use Octoparse AI

Welcome! This quick guide will help you familiarize yourself with the main interface and key features of the product. Let’s dive in!

Sophie avatar
Written by Sophie
Updated over 2 weeks ago

Welcome page

  • Homepage: Start your RPA journey here. Discover apps recommended for you, along with the ones you've recently edited.

  • Projects: All your apps are listed here. Whether you’ve created them or downloaded from the App Store, you can run or edit them directly from this section.

  • App Store: Browse a wide selection of ready-to-use automation apps in our App Store.

  • Triggers: Set time-based triggers for your apps to run them automatically at scheduled intervals.

  • Logs: View and export your running logs.

  • Bot: Bots are standalone execution agents for Octoaprse AI apps.

    Available for Personal Plan and above. Check the current status of your bots.

  • Recycle Bin: Deleted apps are stored here. You can either restore or permanently delete them.

  • Bottom Bar: Check your current plan and upgrade to a higher tier if needed.


Workflow Editor

  • Toolbar:

    • Data Extraction: Set up your data scraping tasks.

    • Built-in Browser: Use the integrated browser for web automation.

    • Run: Test and debug your workflows to ensure they run smoothly.

  • Commands: This section contains all the commands that can be used to build workflows. Simply drag and drop commands to create your desired automation process.

  • Assets:

    • Flow: Manage your main workflows and subflows, useful for more complex automation needs.

    • Variables: View all variables defined in your workflows here.

    • Elements: Capture and manage web elements for use in your automations.

  • Bottom Panel

    • Errors: View any errors that occur while running your workflows.

    • Logs: Monitor and export your running logs.

    • Variables: Preview variables generated during the execution of your workflows.


Personal Center

Click your avatar on the top right to get access to your accout center!

  • Current Plan: Displays your active plan and gives you quick access to manage your subscription.

  • Settings: Customize your account settings, manage hotkeys, check for updates, and more. This is your control center for configuring Octoparse AI according to your preferences.

  • Tools

    • Regex: Use regular expressions to handle complex data extractions.

    • Extensions: If you’re using a browser other than the built-in one, you'll need to install extensions to enable web automation. Currently, Octoparse AI supports automation on Microsoft Edge, Google Chrome, and AdsPower.

    • Python: Some apps require third-party Python libraries. Here you can manage and install the necessary libraries for your workflows.

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