GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
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Navigating the Kore.ai XO Platform
Building a Virtual Assistant
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CONCEPTS
Design
Storyboard
Overview
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Conversation Designer
Overview
Dialog Tasks
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Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
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GenAI Node (v2, BETA)
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
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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
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Conversation Testing Overview
Create a Test Suite
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Test Case Execution Summary
Glossary
Health and Monitoring
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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
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Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
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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. Home
  2. Docs
  3. Virtual Assistants
  4. Channel Enablement
  5. Adding the Workplace by Facebook Channel

Adding the Workplace by Facebook Channel

This channel enablement flow is modified as per the changes implemented by Facebook post v7.2 of the product.

To add the Workplace by Facebook channel to your assistant, you need a developer portal Facebook account to configure the connection between Facebook Workplace and Kore.ai. Kore.ai application must be authorized to send and receive messages from the Workplace by Facebook channel.

Add the Workplace by Facebook Channel

To complete the following procedure, you must have an admin account in the Facebook Workplace Developers Portal (https://<Your Domain>workplace.com/work/admin).

  1. In the XO Platform, under the Bots section, click the assistant you want to enable the Workplace by Facebook channel.
  2. On the Channels tab, click the Workplace by Facebook icon.
  3. The Workplace by Facebook Channel page is displayed.
  4. Go to the Configurations tab:
    • In the Communication Mode section, select one or both of the following:
      • Allow communication with a VA in a Workplace Group
      • Allow communication with a VA through a Work Chat
    • In the Manage Permissions section, set the following as per your requirements (click here for more on the permissions):
      • Message any member – To send messages to any group member. This permission is selected by default and is mandatory hence not editable.
      • Mention bot – Needed when the VA is mentioned in a post, to see the post and to reply to comments. This permission is selected by default and is required for the assistant to respond to users in groups.
      • Manage group content – Required to post and comment in groups. This permission is selected by default and is required for the VA to respond to users in groups.
      • Create link previews – Needed to see links added to posts in order to display a preview for certain domains.
      • Read user email – Required to see any group member’s email address.
      • Read work profile – Required to see any group member’s complete profile, including phone number, department, and location.
      • Read org chart – Needed to check a group member’s profile to see who they report to and who reports to them;

      Note: You are advised to set the permissions correctly after evaluating the above-mentioned link carefully. Managing the permissions for your VA after installing the Kore.ai application on your workplace account needs you to uninstall the application on the workplace account and re-authorize it in the XO platform.

  5. Click Authorize.
  6. You are redirected to Workplace by Facebook page.
  7. Log in to your Facebook Workplace admin account.
  8. Click Customize to provide the following details for the instance of Kore.ai application installed on Workplace by Facebook account:
    • integration logo
    • name
    • description
  9. The permissions needed by the Kore.ai assistant is selected based upon the configuration given in step 4.
  10. Select the groups to which the assistant needs to be added and click Add to Workplace.
  11. Once the instance of Kore.ai application is added to your Workplace by Facebook account, you are redirected to the Kore.ai XO Platform.
  12. In XO Platform, from the Configuration tab, click Yes in the Enable Channel section; and click Save.
  13. The assistant may require your Bots Admin approval and assignment before it is available to any users.

 

Adding the Workplace by Facebook Channel

This channel enablement flow is modified as per the changes implemented by Facebook post v7.2 of the product.

To add the Workplace by Facebook channel to your assistant, you need a developer portal Facebook account to configure the connection between Facebook Workplace and Kore.ai. Kore.ai application must be authorized to send and receive messages from the Workplace by Facebook channel.

Add the Workplace by Facebook Channel

To complete the following procedure, you must have an admin account in the Facebook Workplace Developers Portal (https://<Your Domain>workplace.com/work/admin).

  1. In the XO Platform, under the Bots section, click the assistant you want to enable the Workplace by Facebook channel.
  2. On the Channels tab, click the Workplace by Facebook icon.
  3. The Workplace by Facebook Channel page is displayed.
  4. Go to the Configurations tab:
    • In the Communication Mode section, select one or both of the following:
      • Allow communication with a VA in a Workplace Group
      • Allow communication with a VA through a Work Chat
    • In the Manage Permissions section, set the following as per your requirements (click here for more on the permissions):
      • Message any member – To send messages to any group member. This permission is selected by default and is mandatory hence not editable.
      • Mention bot – Needed when the VA is mentioned in a post, to see the post and to reply to comments. This permission is selected by default and is required for the assistant to respond to users in groups.
      • Manage group content – Required to post and comment in groups. This permission is selected by default and is required for the VA to respond to users in groups.
      • Create link previews – Needed to see links added to posts in order to display a preview for certain domains.
      • Read user email – Required to see any group member’s email address.
      • Read work profile – Required to see any group member’s complete profile, including phone number, department, and location.
      • Read org chart – Needed to check a group member’s profile to see who they report to and who reports to them;

      Note: You are advised to set the permissions correctly after evaluating the above-mentioned link carefully. Managing the permissions for your VA after installing the Kore.ai application on your workplace account needs you to uninstall the application on the workplace account and re-authorize it in the XO platform.

  5. Click Authorize.
  6. You are redirected to Workplace by Facebook page.
  7. Log in to your Facebook Workplace admin account.
  8. Click Customize to provide the following details for the instance of Kore.ai application installed on Workplace by Facebook account:
    • integration logo
    • name
    • description
  9. The permissions needed by the Kore.ai assistant is selected based upon the configuration given in step 4.
  10. Select the groups to which the assistant needs to be added and click Add to Workplace.
  11. Once the instance of Kore.ai application is added to your Workplace by Facebook account, you are redirected to the Kore.ai XO Platform.
  12. In XO Platform, from the Configuration tab, click Yes in the Enable Channel section; and click Save.
  13. The assistant may require your Bots Admin approval and assignment before it is available to any users.

 

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