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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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