GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
Deprecations
Request a Feature
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Node (v2, BETA)
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Introduction
LLM Integration
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Guardrails
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentiment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
Integrations
Actions
Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
Templates
Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
Authorization
Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data
Overview
Guidelines
Data Table
Table Views
App Definitions
Data as Service
HOW TOs
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Composite Entities
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
Web SDK
How the Web SDK Works
SDK Security
SDK Registration
Web Socket Connect and RTM
Tutorials
Widget SDK Tutorial
Web SDK Tutorial
BotKit SDK
BotKit SDK Deployment Guide
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
Installing Botkit in AWS
Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer

ADMINISTRATION
Intro to Bots Admin Console
Administration Dashboard
User Management
Managing Your Users
Managing Your Groups
Role Management
Manage Data Tables and Views
Bot Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Using Single Sign-On
Two-Factor Authentication for Platform Access
Security Settings
Cloud Connector
Analytics for Bots Admin
Billing
  1. Docs
  2. Virtual Assistants
  3. Bot Store
  4. Adding Bots
  5. Adding a Pivotal Tracker Bot

Adding a Pivotal Tracker Bot

Kore.ai provides integration for a built-in Pivotal Tracker Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Pivotal Tracker Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Pivotal Tracker, and the notification messages that you want. This topic describes the Pivotal Tracker built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.

About the Kore.ai Bot for Pivotal Tracker

DIYPivotalTrackerLogoPivotal Tracker is an agile project management tool that shows software teams their work in progress and allows them to track upcoming milestones.

Integration Type Webhook – Connect to this Bot using a webhook integration where the web application pushes message notifications in near real time.
Category Project Management – This Bot is available in the Kore.ai application in the Project Management category.

Configuring Pivotal Tracker 

To configure a Pivotal Tracker webhook for Kore.ai, you must have a Pivotal Tracker account with administrator access as well as API access to configure a webhook. If you don’t, you’ll need to contact the Pivotal Tracker system administrator for your company. For more information, see the Getting Started in the Pivotal Tracker documentation.
To get started configuring the webhook in Pivotal Tracker, you’ll need two things:

  1. The Kore.ai webhook URL provided when you set up an alert in your Kore.ai account for each alert that you want to enable in Pivotal Tracker.
  2. A valid Username and Password for an account with Pivotal Tracker API access.

The webhook URL is account-specific and cannot be transferred to any other account. This means that if you configure a Pivotal Tracker webhook using a test account, you will have to recreate the alert and get a new webhook URL to configure in Pivotal Tracker. The following URL is an example webhook URL.
https://company.kore.com/hooks/c6089802f36250c179dcb1aa29afd24c

Configuring Webhook

This procedure describes the steps in Pivotal Tracker to configure a webhook using a Kore.ai webhook URL endpoint.

  1. Log on to Pivotal Tracker, and then on the Projects page, click the Settings DIYSettingsIcon icon for the project that you want to add a webhook to. The Project page is displayed.
  2. On the Projects page top menu bar, click Integrations. The Integration page is displayed.
  3. In the Activity Web Hook section, enter the Kore.ai webhook URL for the alert, and then click Add.

For more information, see Activity Webhook in the Pivotal Tracker documentation.

Note: By default, all events for this Bot generate Kore.ai alert messages. To reduce the number of notifications, this Bot may have filters that can be defined when you set up the alert in your Kore.ai account.

After you are connected, you can perform tasks for Pivotal Tracker directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Pivotal Tracker.
The following table describes Pivotal Tracker tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Story In the Perform Task dialog,

  • select a Project
  • enter a Name
  • select a Story Type
  • enter a Description
  • and then, enter Labels

In a space room, you can enter the @pivotal addstory Bot command to invoke and configure this task.

Change Status In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, select a State.

In a space room, you can enter the @pivotal changestate Bot command to invoke and configure this task.

Comment on a Story In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, enter a Comment.

In a space room, you can enter the @pivotal commentstory Bot command to invoke and configure this task.

Create Project In the Perform Task dialog,

  • enter a Name
  • and then, select an Account.

In a space room, you can enter the @pivotal newproj Bot command to invoke and configure this task.

Create Task In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, enter a Description.

In a space room, you can enter the @pivotal createtask Bot command to invoke and configure this task.

Delete a Story  In the Perform Task dialog,

  • select a Project
  • and then, select a Story.

In a space room, you can enter the @pivotal deletestory Bot command to invoke and configure this task.

Update Story  In the Perform Task dialog,

  • select a Project
  • select a Story
  • enter a Name
  • enter a Description
  • and then, enter Labels

In a space room, you can enter the @pivotal updatestory Bot command to invoke and configure this task.

You can setup message notifications to your Kore.ai account using a Pivotal Tracker webhook. Click , click Get notified when…, and then click one of the following Pivotal Tracker webhook described in the following table.

TASK TO CONFIGURE THIS TASK…
Pivotal Tracker Events In the Setup Task dialog,

  • click the Activate button to generate a Webhook URL.
  • copy and save the URL, or click Email Instructions to send the URL to an email account. For more information, see Configuring Pivotal Tracker Webhooks.
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • and then, optionally customize the interval for message notifications in the Check for updates… section
Get story assigned to you In the Setup Task dialog,

  • select a Project
  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • and then, optionally customize the interval for message notifications in the Check for updates… section

Next Steps

After the webhook is configured in Pivotal Tracker, when any of the events occur in Pivotal Tracker, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

Adding a Pivotal Tracker Bot

Kore.ai provides integration for a built-in Pivotal Tracker Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Pivotal Tracker Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Pivotal Tracker, and the notification messages that you want. This topic describes the Pivotal Tracker built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.

About the Kore.ai Bot for Pivotal Tracker

DIYPivotalTrackerLogoPivotal Tracker is an agile project management tool that shows software teams their work in progress and allows them to track upcoming milestones.

Integration Type Webhook – Connect to this Bot using a webhook integration where the web application pushes message notifications in near real time.
Category Project Management – This Bot is available in the Kore.ai application in the Project Management category.

Configuring Pivotal Tracker 

To configure a Pivotal Tracker webhook for Kore.ai, you must have a Pivotal Tracker account with administrator access as well as API access to configure a webhook. If you don’t, you’ll need to contact the Pivotal Tracker system administrator for your company. For more information, see the Getting Started in the Pivotal Tracker documentation.
To get started configuring the webhook in Pivotal Tracker, you’ll need two things:

  1. The Kore.ai webhook URL provided when you set up an alert in your Kore.ai account for each alert that you want to enable in Pivotal Tracker.
  2. A valid Username and Password for an account with Pivotal Tracker API access.

The webhook URL is account-specific and cannot be transferred to any other account. This means that if you configure a Pivotal Tracker webhook using a test account, you will have to recreate the alert and get a new webhook URL to configure in Pivotal Tracker. The following URL is an example webhook URL.
https://company.kore.com/hooks/c6089802f36250c179dcb1aa29afd24c

Configuring Webhook

This procedure describes the steps in Pivotal Tracker to configure a webhook using a Kore.ai webhook URL endpoint.

  1. Log on to Pivotal Tracker, and then on the Projects page, click the Settings DIYSettingsIcon icon for the project that you want to add a webhook to. The Project page is displayed.
  2. On the Projects page top menu bar, click Integrations. The Integration page is displayed.
  3. In the Activity Web Hook section, enter the Kore.ai webhook URL for the alert, and then click Add.

For more information, see Activity Webhook in the Pivotal Tracker documentation.

Note: By default, all events for this Bot generate Kore.ai alert messages. To reduce the number of notifications, this Bot may have filters that can be defined when you set up the alert in your Kore.ai account.

After you are connected, you can perform tasks for Pivotal Tracker directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Pivotal Tracker.
The following table describes Pivotal Tracker tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Story In the Perform Task dialog,

  • select a Project
  • enter a Name
  • select a Story Type
  • enter a Description
  • and then, enter Labels

In a space room, you can enter the @pivotal addstory Bot command to invoke and configure this task.

Change Status In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, select a State.

In a space room, you can enter the @pivotal changestate Bot command to invoke and configure this task.

Comment on a Story In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, enter a Comment.

In a space room, you can enter the @pivotal commentstory Bot command to invoke and configure this task.

Create Project In the Perform Task dialog,

  • enter a Name
  • and then, select an Account.

In a space room, you can enter the @pivotal newproj Bot command to invoke and configure this task.

Create Task In the Perform Task dialog,

  • select a Project
  • select a Story
  • and then, enter a Description.

In a space room, you can enter the @pivotal createtask Bot command to invoke and configure this task.

Delete a Story  In the Perform Task dialog,

  • select a Project
  • and then, select a Story.

In a space room, you can enter the @pivotal deletestory Bot command to invoke and configure this task.

Update Story  In the Perform Task dialog,

  • select a Project
  • select a Story
  • enter a Name
  • enter a Description
  • and then, enter Labels

In a space room, you can enter the @pivotal updatestory Bot command to invoke and configure this task.

You can setup message notifications to your Kore.ai account using a Pivotal Tracker webhook. Click , click Get notified when…, and then click one of the following Pivotal Tracker webhook described in the following table.

TASK TO CONFIGURE THIS TASK…
Pivotal Tracker Events In the Setup Task dialog,

  • click the Activate button to generate a Webhook URL.
  • copy and save the URL, or click Email Instructions to send the URL to an email account. For more information, see Configuring Pivotal Tracker Webhooks.
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • and then, optionally customize the interval for message notifications in the Check for updates… section
Get story assigned to you In the Setup Task dialog,

  • select a Project
  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • and then, optionally customize the interval for message notifications in the Check for updates… section

Next Steps

After the webhook is configured in Pivotal Tracker, when any of the events occur in Pivotal Tracker, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

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