Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Design
Develop
Dialog Task
Working with User Intent & Dialog Node
Working with Entity Node
Supported Entity Types
Working with Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Working with Message & Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Context Object
Session and Context Variables
Action & Information Task
Working with Action Tasks
Working with Information Tasks
Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Tasks
Building Knowledge Graph
Importing and Exporting Bot Ontology
Knowledge Extraction
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
NLP Settings and Guidelines
Bot Intelligence
Dialog Management
Context Management
Amend Entity
Multi-Intent Detection
Default Conversations
Channel Enablement
Test & Debug
Talking to Bot
Utterance Testing
Batch Testing
Recording Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Universal Bots
Defining
Creating
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
Sentiment Analysis
Tone Analysis
Sentiment Management
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
API Guide
API Overview
API List
SDKs
SDK Overview
SDK Configuration
SDK Security
SDK App Registration
Kore.ai Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Using the BotKit SDK
Installing the BotKit SDK
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Web Socket Connect & RTM
Bot Administration
Bots Admin Console
User Management
Managing Your Users
Managing Your Groups
Role Management
Bots Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Overview
Using Single Sign-On
Cloud Connector
Billing
Bot Store
Overview
Creating a Kore.ai Bot Account
Adding a Kore.ai Bot
Choosing a Channel for a Bot
Interacting with a Kore.ai Bot
Setting Up Web Service Alerts
Setting Up RSS Alerts
Setting Up the Kore.ai Webhook Bot
Custom Kore.ai Bots
Bots for your Customers FAQs
Bots for your Workforce FAQs
Adding Bots
Contacting Kore.ai Support
Setting Up Filters
Bot Store Settings
  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. Bots Admin Console

Bots Admin Console

This section describes the Kore.ai Bots Admin Console that you can use to manage Bots and users for your company. The Kore.ai Bots Admin Console is a one-stop destination to enroll and manage Kore.ai Bot users in your organization.

Prerequisites for a Bots Admin 

To sign up for a Bots Admin account, you must meet the following requirements:

  • A valid email address.
  • A validated Kore.ai user account. If you do not have a user account, Kore.ai will create a user account for you, and you must validate that account before proceeding.
  • Authorization to control the Bots Admin account. Only one user in an account can be the primary Bots Admin. The Primary bot admin can add multiple other users as admin with custom defined permissions.

Logging On to the Bots Admin Console

If you have already registered and set up your account, you can log on to the Bots Admin Console directly from the Kore.ai Bot Store. After you sign on to the Bot Store using your Kore.ai account, you can click Bots Admin Console on your user menu as shown in the following illustration. You can also access the Bot Admin Console from the Bot Builder.

NOTE: Only Admin will be able to see this option.

Logging On to Bots Admin
Kore.ai applies an added level of security and time’s out the Bot admin session every 15 mins. If your Bots Admin Console session is idle for more than 15 minutes, your session is automatically terminated. In this scenario, you will be asked to sign-in again and will be taken to your account bot admin console.

If you are new to Kore.ai and do not have a Kore.ai account, you will need to register for a free account with Kore.ai.

As a Bots Admin, you can enroll users, selectively add users as managed users, manage admin and custom roles, define security settings, and manage bots in your company. The following illustration is an example of the Bots Admin Console with the Dashboard page displayed.

Bots Admin Dashboard Page

What Should I Do First?

If this is your first time using the Bots Admin Console, at this point, you really should start inviting and adding users to join Kore.ai for your company.

For this scenario, we will assume an example user, that Bob at bob@koremessenger.com has never signed up for Kore.ai and is a company employee that you want to manage. To invite and add Bob to use Bots, you’ll need to follow this process:

  1. Invite Bob to join Kore.ai by sending him an invite to join Kore.ai.
  2. Bob enrolls in Kore.ai using the link you sent in the invite. At the link URL for Kore.ai, Bob signs up and provides a password and other user info for his account.
  3. Once the sign-up process is complete, you can assign him to one or more bots.

How Do I Do It?

The following sections describe how to complete the three steps to add a new user, in this case, Bob, as a user in the Bots Admin Console.

Step 1 – Inviting a New User

Let’s invite Bob to join Kore.ai.

  1. On the left navigation menu, click to expand the Enrollment module, and then click Invite. The Invite users to join Kore.ai page is displayed.
  2. Enter the email address name
  3. Click Send Invitations.

BotsAdminQuickStartEntAdminInvitePage
An email is sent to bob@koremessenger.com with a link to sign up for Kore.ai. Bob clicks the link, signs up for Kore.ai, and becomes a user in your Kore.ai bots platform account and is ready to be assigned bots.

Step 2 – Assigning a Custom Bot

As an Admin, you can assign users to custom Bots. Before you can assign a Bot to a user, a developer must have defined the Bot and then published that Bot to the enterprise. You as the Bots Admin must approve the Bot and then define settings for the Bot. After a Bot is approved and the purpose is marked to be ‘Enterprise use’, you can assign the Bot to users.

For this example scenario, we assume a developer created a Bot called My Custom Kore Bot and published the Bot to your account.

  1. On the Bot Management -> Deployment Requests page click Approve Bot icon next to the Bot. The Approve Bot dialog is displayed.
  2. In the Approve Bot dialog, you can view or edit the following options:
    • Deployment model – 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.
    • Approved channels – Select or clear one or more channels defined for this bot to be available to the users. For example, select Email and Kore.ai Messenger channels. At least one channel must be enabled to approve the bot.
    • Bot task -Select or clear one or more tasks defined for this bot to be available to the users. At least one task must be enabled to approve the bot.
  3. After you specify the options, click Approve to enable and deploy the bot for the specified group of users.
  4. Since this Bot was deployed for Employee use, it is displayed on the Enterprise Bots page, as shown in the following image.
    BotsAdminBotsMgmtEntBots
  5. In the Bot & task assignments dialog, select Assign Bot’s tasks and then choose All managed users, Assign user groups, or Assign individual users, and then click Done.
  6. To save and apply the changes, in the Bot & task assignments dialog, click Apply.
  7. In the Bot Assignment successful dialog, click OK.

When you click the Assign Users button, the Add Users to the Built In Admin Role Master Admin dialog is displayed. Just select the managed user that you want to add to the Master Admin role, and then click the Add User(s) button shown in the image below.

Dashboard

Upon accessing the Bot Admin Console, you will be directed to its Dashboard page. The Dashboard page in the Bots Admin Console is your one-stop bot activity and bot user overview of your company bot account, it gives you an overview of:

  1. Active Bots – bots that have one or more active sessions,
  2. Number of Active Sessions – sessions that are in progress at a given instance,
  3. Number of Active Users,
  4. Active Channels,
  5. Number of Active Agent Sessions, and
  6. Statistics pertaining to the Tasks, Chats, Sessions and much more.

Notifications on the Dashboard

When developers publish a bot, the Bots Admin must approve, and if required for the bot type, assign the bot to users in the enterprise. At the top of the Dashboard page, notifications are displayed to alert the Bots Admin that published bots are ready for deployment, and for deployed bots that have not yet been assigned to users as shown in the following illustration.
Dashboard Page Notifications
Take action as needed based on the following notifications:

  • XX Bots need approval – The number of bots published by the developer ready for Bots Admin approval and deployment. To view, approve and deploy published bots, see Deploying Bots.
  • XX Bots need assignment – The number of bots approved and deployed by the Bots Admin but have not yet been assigned to any enterprise users. To view and assign deployed bots, see Managing Deployed Enterprise Bots.

Viewing Bot Metrics

By default, the Dashboard page displays bot metrics based on usage of all bots during the last 24 hours. You can customize the metrics displayed by time period and bot selection.

Selecting Bots

In the drop-down list located in the upper leftmost side of the Dashboard page, select a single bot to display metrics only for that bot for the specified time period, or select All bots to display metrics for all deployed bots. The default settings is All bots.

Setting the Time Period

You can set the time period for bot metrics using the time period selector shown in the following illustration. The default setting is 24 hours.

To change the default time period, select one of:

  • 7 Days – Data aggregated during the previous seven days is displayed.
  • 24 Hours – Only data aggregated during the immediately preceding 24 hours is displayed.
  • Custom – Click to display the Custom Date Range dialog that you can use to define a specific date period. On the left side, select or enter a start date, and then on the right side, select or enter the end data for displaying activity data as shown in the following illustration.

Custom Date/Time Picker
The Dashboard page is comprised of the following sections displaying bot metrics for all bots aggregated, or a selected bot, for the specified time period.

Overview

The Overview section displays a snapshot of tasks, users, and alerts as shown next for the JIRA bot for a 7-day aggregation.
Dashboard Page Overview

Chats

The Chats section displays a line graph of the number of chat conversations based on the number of days selected. In the following illustration, the 7-day aggregation shows chat conversations beginning on May 17, and then peaking on May 18 with 191 conversations for this JIRA bot. Hover your mouse over each point on the line graph to display the actual number of chat conversations for that day.
Dashboard Page Chats

Tasks

The Tasks sections display a bar graph of the number of tasks performed by users based on the number of days selected. In the following illustration, the 7-day aggregation shows tasks beginning on May 16, and peaking on May 20 with 7 tasks completed. Hover your mouse over each bar on the graph to display the actual number of task completions for that day.
Dashboard Page Tasks

Top 5 Users and Tasks

The Top 5 Users and Tasks sections display a list of the five most used tasks performed by users and the five users with the most activity for the bot specified based on the number of days selected. In the following illustration, the 7-day aggregation shows the top 5 tasks and top 5 users based on usage of the bot as shown in the following illustration.
Dashboard Page Top 5

Menu