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  5. Deploying Bots

Deploying Bots

As the Bots Admin, you can manage which bots, and which users can use bots deployed in your company to employees or you consumers. After a developer publishes a custom bot from the Kore.ai Bot Builder tool to the Enterprise page at the Kore.ai Bot Store, the bot is displayed on the Deployment Requests page. Bots are not available to any users in your company until you approve the bot, and then assign that bot to one or more managed company users, or customers for you company, depending on the bot deployment type defined as either for Enterprise use, or Consumer use.

When a developer publishes a bot to the Enterprise page at the Kore.ai Bot Store, it is displayed on the Deployment Requests page in the Bots Admin Console as shown below.

If Bots are auto approved by the Bots Admin in the Bots Management module Preferences page, when Bots are published by the developer, the Bots are immediately approved and deployed and are not displayed on the Deployment Requests page. For more information, see Bot Management Preferences.

In the following illustration, the A New Bot – Consumer User Bot task is selected and expanded after it was published to the company, but is not yet deployed.

Deployment Requests - Approve

Deployment Page Controls

When a bot is expanded on the Deployment Requests page, the following information and controls are displayed:

  • Bot Icon – The icon displayed to the end-user in the client to identify the bot in the Bot Store.
  • Bot Name – The name of the bot.
  • Bot Command – The @Bot command used to access the bot in Kore.ai Messenger if defined.
  • Company Name – The name of your enterprise.
  • Requested by – The name of the developer submitting the bot for approval.
  • Requested on – The date the developer submitted the bot for approval.
  • Purpose – The intended audience for the bot. One of:
    • Consumer Use – For enterprise customers and consumers.
    • Enterprise Use – For specified managed users of your enterprise.
  • Type – The type of bot for deployment. One of:
    • New – A new bot that has never been deployed.
    • Upgrade – A previously deployed bot that was upgraded and ready to be deployed.
  • Developer notes – If defined, the notes the developer provide when the bot was published to the Enterprise page on the Kore.ai Bot Store.
  • Reject Bot – Click to disapprove a request to deploy a bot and display the Reject Bot dialog. Optionally enter the reason for the rejection. The status of the bot is set to Configured in Bot Builder.
  • Bot Details – Click to display the Bot Details dialog.
  • Approve Bot – Click to open the Approve Bot dialog and deploy the bot to the intended audience as shown in the following illustration.

BotsBotMgmtApproveDialog

Deploying a Bot

After your developers create the custom Bots in the Kore.ai Bot Builder tool that you need for your company, your developers will publish the custom Bot to your company. To make the new custom Bot available to your company employees or customes for your company, you must approve the Bot, and then for enterprise users, you must assign users to enable that Bot to those assigned users.

To approve a bot

  1. On the Deployment Requests page in the Bots Management module, click the Expand BotsAdminExpandDownIcon icon to expand the details for the Bot that you want to approve.
  2. Optionally, click Bot Details to review tasks pending for approval for this bot, if any, and then click OK.
  3. Click Approve. The Approve Bot dialog is displayed.
  4. In the Approve Bot dialog, click:
    1. Auto Approve – The Auto Approve dialog is displayed. For this Bot only, select or clear if the following Bot changes are automatically approved when published by the developer, and then click Done.
      1. New Channels – Automatically approve the Bot for channels are added.
      2. New Tasks – Automatically approve the Bot when new tasks are published.
      3. Channel Upgrades – Automatically approve the Bot when existing approved channels are upgraded.
      4. Task Upgrades – Automatically approve the Bot when existing tasks are upgraded.
    2. Deployment model – The Deployment Model dialog is displayed. View the deployment channel for the bot as either Consumer use for use by your enterprise consumers, or for Enterprise use for specified managed users of your enterprise, and then click Done. To change the deployment model, a developer must create and publish a new bot.
    3. Approved channels – The Approved Channels dialog is displayed. Select or clear one or more channels defined for this bot to be available to the users, and then click Done. At least one channel must be enabled to approve the bot.
    4. Bot tasks – The Bot Tasks dialog is displayed. Select or clear one or more tasks defined for this bot to be available to the users, and then click Done. At least one task must be enabled to approve the bot.
  5. Click Approve to enable and deploy the bot. The Bot Approval : Success dialog is displayed.
  6. Click Continue. The Enterprise Bots or the Consumer Bots page is displayed, depending on the Deployment model type specified for the approved  Bot.

After a task is approved and deployed, the Bot is available to customers for Bots with deployment model set to Consumer use. However, the task is still not available to enterprise users until the Bots Admin assigns the task to users or groups on the Enterprise Bots page in the Bot Management module in the Bots Admin Console. For more information, see Managing Deployed Enterprise Bots or Managing Deployed Consumer Bots.

To reject a bot

You may decide not to approve a Bot for use by employees or customers of the company. To return the Bot to the developer for update, you can reject the Bot. When you reject a bot, it is removed from the Deployments Request page, and in the Bot Builder tool, the status of the task is changed from Published to Configured. The developer can then make changes and re-publish the Bot for your approval.

  1. On the Deployment Requests page in the Bots Management module, click the Expand BotsAdminExpandDownIcon icon to expand the details for the Bot that you want to reject.
  2. Optionally, click Bot Details to review tasks pending for approval for this bot, if any, and then click OK.
  3. Click Reject bot. The Reject bot dialog is displayed.
  4. Select or clear the tasks that you want to reject, and then in the Provide a reason text field, enter the reason that you are rejecting the tasks.
  5. Click Reject.

The Bot rejected successfully message is displayed at the top of the page, and the Bot is removed from the Deployment Requests page.

Next Steps

After you approve an enterprise Bot, you need to assign users to that approved bot to make it available for use. For more information, see Managing Deployed Enterprise Bots. Bots approved for Consumer use deployment models are available to customers immediately after approval. To modify the Bot settings and tasks for customer bots, see Managing Deployed Consumer Bots.

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