Robot Sales Basics
中文
05

Control, safety and delivery scope

The customer is buying a production line that runs reliably, not just a bare robot that moves. Keep four things separate: controller, programming method, line communication and safety. And be clear whether you deliver commissioning of the robot or a turnkey cell.

  • Name 4 programming methods
  • Name 4 collaborative modes
  • Know the main safety standards
  • Fill in a RACI

Controller and teach pendant

The controller is the robot's computing and motion-control centre, usually a separate cabinet (cobots often have a compact control box). The teach pendant is the handheld programming terminal for teaching points, editing paths and interlocking with peripheral equipment through I/O (Input/Output).

E-stopRed button Enabling switch3-position:half-press to move;release or squeeze= stop TouchscreenPoints · programs Cable to controller
Reading the diagram: the enabling switch is the key safety device in teach mode. Customers' safety engineers often ask about it, so you should at least know what it does.

Four programming methods

Teach pendant

Record points one by one on the pendant; the most common method.

Hand-guiding

Pull the robot by hand to record a path; common on cobots.

Offline (OLP)

Program in simulation software on a PC, then download; less line downtime.

Graphical / no-code

Drag-and-drop function blocks; easier for factory operators.

▶Watch

Programming a UR cobotFifth Wave Manufacturing · Open on YouTube ↗Watch for: Watch points being taught and a program built on the pendant, which is what “teach programming” really means.

Line communication

Robots talk to the line through industrial protocols, commonly PROFINET, EtherNet/IP, EtherCAT and Modbus TCP, plus OPC UA towards MES. You don't need to configure the network, but you must confirm whether your controller supports the protocol the customer's PLC uses, and whether an extra communication card or software option is needed. Assuming it will “just connect” is a high-risk assumption.

How standards apply to a real cell

Standards answer different questions. ISO 12100 provides a method for identifying hazards, estimating risk and reducing it. ISO 10218-1 addresses the robot; ISO 10218-2 addresses robot applications and cells. A robot certificate covers its stated scope; it does not certify the entire production line by default.

A cobot may have built-in safety functions, yet the integrator still assesses the gripper, part shape, pinch points, tool speed, nearby equipment and operator paths. A sharp tool or a faster conveyor can change the original risk assessment. Sales should establish the product boundary, integration boundary and country of use, then ask engineering which documents apply.

Safety: collaborative modes and standards

Safety measures include emergency stops, safety gates, light curtains, safety laser scanners and reduced-speed zones. Industrial arms commonly use safety fences; collaborative applications still need a risk assessment. Saying “cobots need no fence” in a way that implies “perfectly safe, no assessment needed” is seriously misleading.

The four collaborative modes

Safety-rated monitored stop

① Monitored stop

The robot stops and stays monitored while a person is in the shared zone, then resumes when they leave.

Hand guiding

② Hand guiding

An operator moves the robot directly by hand, e.g. lead-through teaching or assisted lifting.

Speed & separation monitoring

③ Speed and separation

Scanners measure the distance to people; the closer they come, the slower the robot, stopping if too close. Industrial arms can use this mode too.

Power & force limiting

④ Power and force limiting

Even if contact occurs, force and pressure stay within permitted limits. This is the main selling point of most cobots.

Note: ISO 10218 was revised in 2025. The new edition emphasises the “collaborative application” rather than the “collaborative robot”, and absorbs the main content of ISO/TS 15066. The four modes above remain the common industry vocabulary; always check the standards in force where the customer is.

Standard / regulationWhat it coversWhat sales needs to know
ISO 10218-1 / -2Safety requirements for industrial robots (-1) and robot applications and cells (-2)Know the names; a compliant robot does not make the whole cell compliant
ISO/TS 15066Collaborative applications, including reference limits for contact force and pressure by body regionComes up in cobot projects
ISO 13849-1 (PL)
IEC 62061 (SIL)
Reliability levels of safety-related control systems, e.g. PL dCustomers write “PL d, Cat. 3”; note it and pass it to engineering
EU CE markingMachinery Directive 2006/42/EC; the new Machinery Regulation (EU) 2023/1230 applies from 20 Jan 2027Must ask for the EU: who issues the CE declaration, and who is the “manufacturer”?
North AmericaANSI/A3 R15.06 (adopting ISO 10218); electrical work often involves NFPA 79 and UL listingFor the US, ask early about on-site certification requirements
ChinaGB 11291 series (equivalent to ISO 10218) and othersFor reference on domestic projects

▶Optional deep dive

ISO 10218 is changing (webinar)ABB Robotics · Open on YouTube ↗Watch for: What changed in the 2025 edition of ISO 10218. Long and optional; useful if you face questions from safety engineers.

How a risk assessment works

“Is this robot safe?” is the wrong question. Safety is not a property of a machine but the result of a particular application in a particular environment. The same cobot may be safe polishing with a sponge and dangerous cutting with a blade. The general method for machine safety comes from ISO 12100 and has five steps:

  1. Determine the limits of the machineWhat it is for, who will come near it, where it is used, and what misuse can reasonably be foreseen.
  2. Identify hazardsImpact, crushing, shearing, ejected parts, electrical, heat and so on, listed for each phase: normal operation, teaching, maintenance, cleaning.
  3. Estimate the riskCombine severity of harm, frequency of exposure, probability of occurrence and possibility of avoidance.
  4. Evaluate the riskDecide whether it has been reduced to an acceptable level.
  5. Reduce the riskIn order of priority: inherently safe design first (lower speed, no sharp edges), then safeguarding (fences, light curtains, scanners), and only then information for use (warning signs, training). Then go back to step 2.

Robot applications add the specific requirements of ISO 10218-2, and collaborative applications also refer to the permitted contact forces and pressures for each body region in ISO/TS 15066. This is work for the integrator or the customer's safety engineers. Your job is to state in the quote who does the risk assessment and who pays for it.

ExampleA customer wanted a cobot to deburr plastic parts with a small blade, “with no fence, so people can approach at any time”. The salesperson assumed cobots are inherently safe and agreed verbally.
ProblemThe risk assessment found that the blade could cut a person even at very low force; the cobot's force limiting doesn't help with sharp tools. A safety scanner had to be added to stop the robot when someone approached, plus a guard on the blade. The project went over budget and over schedule.
LessonWhether a cell can run without a fence depends on the risk assessment of the whole application, not the robot model. With sharp tools, heavy parts or high speeds, check with a safety engineer first.

Case: one cobot, two different answers

An electronics plant wants a cobot to pick plastic housings beside an operator. The unloaded demo runs smoothly, so the salesperson says, “No fence needed.” Engineering finds a pinch point at the production gripper and operators must reach between the robot and fixture. The team rounds fixture edges, changes the layout and validates safety-rated monitored stop when a person enters. Speed, stopping distance and restart steps go into the validation plan.

The conclusion is not that a cobot always needs or never needs a fence. The robot, tool, part, layout and work method together determine the risk. Sales should record site conditions, involve a safety engineer and avoid promising a safety outcome before assessment.

Delivery scope and RACI

“Robot plus commissioning” and “tooling + vision + line integration” are different delivery packages. The contract must spell out the interfaces: mechanical, electrical, protocols and the I/O list. Use a RACI matrix (Responsible, Accountable, Consulted, Informed) and fill in “us / customer / SI” before you quote.

Customer providesSample parts · PLC · site rules · power and air
interface
Robot OEMArm · controller · commissioning · documents
robot
Integrator (SI)Tooling · vision · integration · risk assessment

If the contract doesn't say who owns a box, don't promise it verbally on anyone's behalf.

Work packageUs (robot OEM)CustomerIntegrator (SI)
RobotR/A supply and commissioningI acceptanceC optional bundle
EOAT / fixturesDepends on productC sample parts and processR usually designs
VisionDepends on productC lighting and samplesR usually integrates
PLC interlocks / protocolC interface documentsA existing PLCR usually programs and integrates
Guarding / risk assessmentC safety manualA site rulesR usually assesses and implements
TrainingR operator trainingR assigns traineesR process training
AcceptanceC supportsA sign-off criteriaR proves the trial run

Confirm: the existing PLC brand and protocol; who writes the interlock logic; who owns the safety circuit; who supplies sample parts and fixtures. Don't turn the SI's responsibilities into your company's standard promise.

Key points

  • Programming, communication and safety are three separate commitments; don't blur them.
  • A verbal turnkey promise with a robot-only contract is the classic dispute set-up.
  • Fill in the RACI first, then quote.

Exercises

  • Make a one-page RACI for a live deal, marking what you deliver, what the customer provides and what the SI owns.
  • Highlight uncertain boxes and send them to pre-sales.