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Kore.ai XO Platform
Virtual Assistants Overview
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Introduction
Overview Dashboard
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Introduction
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Smart Bots
Universal Bots
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Enabling Languages
Store
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Plan & Usage
Overview
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Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
Variables
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IVR Settings
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Assistant Management
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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
Configure Agent Transfer
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
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Using the BotKit SDK
BotKit SDK Tutorial - Blue Prism
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. Enrollment
  6. Sending Bulk Invites to Enroll Users

Sending Bulk Invites to Enroll Users

On the Enrollment > Bulk Invite page, you can use a text file that contains email addresses of the users you want to join your account. This option is particularly useful to enroll a large number of members.

The import file should be a basic text file with one email address per line and saved as a .txt file format. After you create a bulk invite file, you need to upload the file.

About Bulk Invites

When using a bulk invite file to add new users to your account, the following needs to be kept in mind:

  • Entries with an invalid email format are ignored.
  • Invitation emails are sent to each email address which was successfully imported.
  • Invites are not sent to existing account users.

The following illustration is an example of the Bulk Invite page in the Enrollment module.

Create a Bulk Invite File

You can create an invitation file with all the email addresses of the users you want to add to your Enterprise Bots Platform account. To create a bulk invite file

  1. In a text editor, enter a complete email address on each line or in a comma-separated list as shown in the following example: For a .txt file:  Kore.aiUser1@kore.com Kore.aiUser2@kore.com Kore.aiUser3@kore.com
  2. Save the bulk invite file as a .txt file, for example, Kore.aiImport.txt.
  3. After you create a bulk invite file, you can upload the file to invite your users.

The following image is an example of text editor used to create a bulk invite file that can be uploaded with your custom list of users to invite to your Kore.ai account. create-a-bulk-invite

Upload a Bulk Invite File

This topic describes how to upload a file that contains user email addresses to invite the users to become Kore.ai users in your account. To upload a bulk invite file

  1. In the Enrollment module, on the Bulk Invite page, click Choose File.
  2. Navigate to your bulk invite file created as mentioned in the previous section, and then click Open. The filename is displayed to the right of the Choose File button.
  3. Click Send Invitations. The status of the import is described immediately following the Send Invitations button.
  4. Click the View details here link to review the details of the import. In addition, you can click the File Based Bulk User Invite History link to review import statuses from prior bulk invite imports.

The following image shows the location of the upload details.

enrollmentbulkinvitepage

View the Results

You can review the bulk invite import operation results on a per-user basis if needed. To view results of a bulk user import

  1. In the Enrollment module, on the Bulk Invite page, click View details here.
  1. The Report on File Based Bulk User Invite dialog is displayed as shown in the following illustration.

EnrollmentBulkInviteHistoryResults

Click Invite History to open the History of Bulk User Invite dialog to select a report from a previous date.

View History

You can review all historical bulk invite import operations along with the results of that import. To view results of a bulk user invite

  1. On the Enrollment > Bulk Invite page, click File Based Bulk user Invite History.
  2. The History of Bulk User Invite dialog is displayed as shown in the following illustration.

  3. To view the results of an import, in the Report column for the import that you want to view, click Results.
  4. The Report on File Based Bulk User Invite dialog is displayed as shown in the following illustration.
    EnrollmentBulkInviteHistoryResults
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