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
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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
GenAI Node
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
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Kore.ai XO GPT Model
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
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Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
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NLP Health
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Actions Overview
Asana
Configure
Templates
Azure OpenAI
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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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Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
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
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
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
SDK Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
Security Settings
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  1. Home
  2. Docs
  3. Virtual Assistants
  4. Advanced Topics
  5. Collaborative Development
  6. Collaborative Development

Collaborative Development

Kore.ai allows cross-domain Bot sharing. You can share your Bot with one or more developers from the same or different enterprises enabling them to edit the shared Bot tasks, channels, and other settings.

Sharing Bots

There are two ways of sharing a Bot with your co-developers – from Bot Builder or from Bot Admin Console (as Account Admin)

From the Bot Builder

  1. To share the bot with another Bot Developer, log on to the Bot Builder and select the Bot you want to share.
  2. Select the Manage tab from the top menu.
  3. From the left menu click Team
    Developers who have access to any of the ‘Bot Admin’ permissions, can invite new developers.
  4. Click the Invite button on the right side of the page. Enter the name of the developer, the list of developers will drop down and you can select from the list. You can add more than one developer at a time.
  5. Select the groups to which you want to assign the developer and select the  Role.
  6. Confirm by selecting Invite to add and share your bot with one or more developers.
  7. You can also use the Invite Members option from the Dashboard to add a user to your account.

    To add users to workspace and invite them to access your virtual assistant from the Bot Builder, read the Invite Members section in the Using Workspace article.

Change Bot Share Settings

From the Bot Builder you can manage the developers working on your Bot. From the settings (gear) icon against each Developer you can:

  • Delete – Click to delete the bot for the selected developer. The developer immediately loses access to the bot.
  • Promote to Bot Owner – Click to change the selected developer to be the Bot Owner. When selected, you are immediately removed as Bot Owner and can no longer add or manage developers for this Bot.
Note: Settings for sharing for a bot can only be modified by the Bot Owner.

From Bot Admin Console

To share a bot with a developer or another user, if you do not have permission to invite new developers, it is essential for the Bot Admin to send an invitation to the developer and assign Bot Developer access.
Here are the steps for the account Admin to add users to your account:

  1. Log on to https://bots.kore.ai/ and select ‘Go To Admin Console’. You may be asked to login/re-login to the admin account.
  2. In the Bot Administration section from the right navigation go :
    1. to the User Management -> Users section and click on Invite new users or
    2. to Enrollment -> Invite section. You will be directed to the Invite user page.
  3. Enter the email address of the users you want to send invitations to join your enterprise account. A maximum of 5 users can be invited at a time. Then, click Send Invitations.

  4. The invitee must accept the invitation sent by the Bot Admin to get access to as a Bot User. Once the invitation is accepted, the username gets reflected in the list of Bot users for your enterprise account.

Assign Bot Builder Access

You can make changes to the Bot user settings by modifying the User Profile settings from the Bot Admin Console.

Double click on the Bot User that you want to change the settings for and you can set the Admin as well as the Bot Builder Access roles. See here for more.

Working with Shared Bots

When a task, channel, or flow is claimed, the lock expires after 30 minutes, or when you exit the editing mode for the task, channel, or flow, whichever comes first. After 25 minutes, you are prompted to extend the lock, if desired. If you do not extend the lock before 30 minutes has elapsed, your changes are automatically saved, editing mode is ended, and the claim lock is removed.

If you try to edit a shared task, channel, or flow that is claimed, the message, “Oops! The bot is currently being edited by < Developer Name >” message is displayed.

Only the Bot Owner and developers that are shared to the bot can access and edit the task, channel or flow.

Collaborative Development

Kore.ai allows cross-domain Bot sharing. You can share your Bot with one or more developers from the same or different enterprises enabling them to edit the shared Bot tasks, channels, and other settings.

Sharing Bots

There are two ways of sharing a Bot with your co-developers – from Bot Builder or from Bot Admin Console (as Account Admin)

From the Bot Builder

  1. To share the bot with another Bot Developer, log on to the Bot Builder and select the Bot you want to share.
  2. Select the Manage tab from the top menu.
  3. From the left menu click Team
    Developers who have access to any of the ‘Bot Admin’ permissions, can invite new developers.
  4. Click the Invite button on the right side of the page. Enter the name of the developer, the list of developers will drop down and you can select from the list. You can add more than one developer at a time.
  5. Select the groups to which you want to assign the developer and select the  Role.
  6. Confirm by selecting Invite to add and share your bot with one or more developers.
  7. You can also use the Invite Members option from the Dashboard to add a user to your account.

    To add users to workspace and invite them to access your virtual assistant from the Bot Builder, read the Invite Members section in the Using Workspace article.

Change Bot Share Settings

From the Bot Builder you can manage the developers working on your Bot. From the settings (gear) icon against each Developer you can:

  • Delete – Click to delete the bot for the selected developer. The developer immediately loses access to the bot.
  • Promote to Bot Owner – Click to change the selected developer to be the Bot Owner. When selected, you are immediately removed as Bot Owner and can no longer add or manage developers for this Bot.
Note: Settings for sharing for a bot can only be modified by the Bot Owner.

From Bot Admin Console

To share a bot with a developer or another user, if you do not have permission to invite new developers, it is essential for the Bot Admin to send an invitation to the developer and assign Bot Developer access.
Here are the steps for the account Admin to add users to your account:

  1. Log on to https://bots.kore.ai/ and select ‘Go To Admin Console’. You may be asked to login/re-login to the admin account.
  2. In the Bot Administration section from the right navigation go :
    1. to the User Management -> Users section and click on Invite new users or
    2. to Enrollment -> Invite section. You will be directed to the Invite user page.
  3. Enter the email address of the users you want to send invitations to join your enterprise account. A maximum of 5 users can be invited at a time. Then, click Send Invitations.

  4. The invitee must accept the invitation sent by the Bot Admin to get access to as a Bot User. Once the invitation is accepted, the username gets reflected in the list of Bot users for your enterprise account.

Assign Bot Builder Access

You can make changes to the Bot user settings by modifying the User Profile settings from the Bot Admin Console.

Double click on the Bot User that you want to change the settings for and you can set the Admin as well as the Bot Builder Access roles. See here for more.

Working with Shared Bots

When a task, channel, or flow is claimed, the lock expires after 30 minutes, or when you exit the editing mode for the task, channel, or flow, whichever comes first. After 25 minutes, you are prompted to extend the lock, if desired. If you do not extend the lock before 30 minutes has elapsed, your changes are automatically saved, editing mode is ended, and the claim lock is removed.

If you try to edit a shared task, channel, or flow that is claimed, the message, “Oops! The bot is currently being edited by < Developer Name >” message is displayed.

Only the Bot Owner and developers that are shared to the bot can access and edit the task, channel or flow.

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