Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
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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
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Creating a Bot
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Dialog Task
Working with User Intent & Dialog Node
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Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
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Working with WebHook Node
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Overview
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Github
Asana
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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
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Overview
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Overview
Creating a Kore.ai Bot Account
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  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. Enrollment
  6. Enrollment

Enrollment

This section describes how to manage users and Bot usage by those users, and managing groups.

As the Bots Admin, you need to invite and enroll users in Kore.ai, then, if desired, select some or all of those enrolled users as managed users.

In the Analytics module, you can define reports for auditing events by admins and users assigned custom admin roles.

Enrolling Users

In the Enrollment module, you can invite users directly by email address, or create a basic .txt file with a list of email addresses, or import a list of users with name and profile information. If your organization uses Active Directory, you can synchronize your Active Directory users, groups, and distribution lists with Kore.ai as well.

The following illustration shows an example of the Enrollment module with the Invite page displayed.

Enrollment Module - Invite Page

Enrollment Module Overview

As the Kore.ai Bots Admin or admin user, you can use the Enrollment module to enroll your organization employees to become Kore.ai users in your account. How you enroll your account members depends on the number of members that you want to enroll, and if you have additional user data to import, such as addresses and telephone numbers.

Additionally, you can integrate and sync with the organization employee directory. Periodic syncs ensure that Kore.ai accounts for users are up-to-date and in sync with your organizational directory.
When the users complete the Kore.ai enrollment and then validates their email address, they can start using Kore.ai immediately.

The Enrollment module is comprised of the following pages:

  • Invite Page
    You can invite users to join Kore.ai. From the Enrollment >Invite page, enter the email address for one or more members, and then click Send Invitations. An email invitation to join your Kore.ai account is sent to the user to become a Kore.ai user.
  • Bulk Invite Page
    On the Enrollment > Bulk Invite, you can create a bulk invite file that contains member email addresses for your account. You can use the Bulk Invite page to enroll a large number of members based on data created or copied into a basic text file.
  • Import Page
    If you need to invite many Kore.ai users and you already have additional information about users in addition to the email address, such as the First Name, Last Name, DepartmentPhone, and Job Title, you can use the Import page to add new users and update existing users based on a list that contains additional user information.
  • Directory Sync Page
    As a Bots Admin or admin user, you can configure Kore.ai to synchronize with your organizational LDAP Active Directory to enroll users from your company into Kore.ai. On the Directory Sync page in the Enrollment module, you can manually do the following:

    • Start a synchronization with your company Active Directory
    • Define connection information to your Active Directory server
    • Create exclusion rules used to prevent unwanted updates to existing users or groups
    • Define distribution lists to import from Active Directory
    • Define organizational units to import from Active Directory
    • Set up an automated schedule for synchronization.
  • Enrollment Requests
    Note: This feature has been introduced in v6.4 release.
    As an Admin user, you can view the joining requests made by new users and approve or reject these requests. Appropriate notifications will be sent for joining requests and approvals/rejections. This feature is not available on free email domain accounts, like Gmail or Yahoo, etc..

    Managing Requests

    New users trying to join your enterprise account need approval, which can be done from the Bots Admin Console Enrollment -> Preferences option.
    When new users request to join your enterprise account, and the Auto Approve is not set from the Enrolment Preferences, you can review and approve/reject their requests.

  • Preferences
    Note: This feature has been introduced in v6.4 release.
    Configurations can be made to allow new users from your enterprise to choose to join your account based upon the email domains, i.e. if they have the same email domain as the account owner’s domain. This feature is not available on free email domain accounts, like Gmail or Yahoo, etc..

    Managing Preferences

    Preferences option is available Bots Admin Console under Enrollment menu. Using this option you can allow Self Sign Up for Enterprise Users, i.e. define if new users from your enterprise domains can request to join this account. This feature can be disabled by the Admin for on-prem installations.
    This can be achieved by setting the following configurations:

    • Do not allow requests from new users to join this account, or
    • Allow New users from account owner’s domain can discover and request to join this account. This option is selected by default. Further, you can select how the joining requests from new users are to be handled:
      • Auto approve joining requests, or
      • Do not auto approve.

Analytics for Bots Admin

The Analytics module provides the history of all administrative tasks with attributes such as User, Date/Time, and Description for an event. You can review the Audit Report page to analyze admin users, custom admins, and user events such as log on, log off, and changes to system settings.

The following illustration shows an example of the Analytics module with the Audit Report page displayed.

BotsAnalyticsAuditPage

Viewing System and User Events

On the Audit Report page in the Kore.ai Bots Admin Console in the Analytics module, you can view Kore.ai system and user-generated events. For example, a system-generated event could be a periodic Microsoft® Active Directory® Sync. An example of a user-generated event could be the addition of a new user. Using the controls on Audit Report page you can select event categories, events and time periods to drill-down and filter events as needed. Kore.ai audit reports also list error messages that can help you to troubleshoot system issues or when you create a Kore.ai service request.

The following illustration shows an example of the Audit Report page in the Kore.ai Analytics module:

Bots Admin Audit Report Page

Audit Report Page Columns

To sort the list of column values, click the Arrow Up up-arrow icon or Arrow Down down-arrowicon to the right of a column name. The following list describes the columns displayed in the admin console table.

COLUMN DESCRIPTION
Date/Time The date and time of the system or user event in YYY-MM-DD HH:MM AM/PM Time Zone, for example, 2015-09-11 02:10 PM EDT. Click the row for more details of the event.
Category The system category of the system or user event. Results can be filtered on this field.
Name The system name for the user or system event.
Description The description for the user or system event.
User The name of the user or user account that initiated the event.
IP Displays IP address of the device used to access Kore.ai.

About the Action Bar

This section describes the controls on the Action bar on the Audit Report page:

Using the Search Field

The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users. To find one or more specific users or groups, in the Search field, enter at least three characters to begin find-as-you-type. For example, enter ra and any matching entries are displayed as shown in the following illustration.

Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.

SearchRA
To view all entries, clear the search field, and then press the Enter key.

About the View Options Section

In the View Options section, you can narrow the list of events by date range, category, and name. For example, in the following illustration, the list of events is filtered to show only successful login events between September 1, 2016 and Nov 15, 2016.

Audit Report Page - Logon Events
To set a date range, click the Calendar calendaricon icon to display the Date Picker. Click the left and right arrow icon to change the month, and then click the day that you want as shown in the following illustration for October 1, 2015.
Audit Report Date Picker
In the Event Category field, you can show All events, or select a specific category from the drop-down list as shown in the following illustration.
Audit Report Page - View Options Categories
Based on the Event Category field selected, you can choose All or a specific event by name in the Event Name filter. In the following illustration, there are four events available for filtering by an event when the Event Category is set to Admin Roles.

Audit Report Page - View Options

Define System Event Reports

On the Audit Report page in the Analytics module in the Bots Admin Console, you can view both system and user events. This topic describes how to view and filter system events.

  1. On the Audit Report page in the Analytics module in the View Options section, in the Start Date field, enter or select a date to define time period start date.
  2. In the End Date field, enter select the time period end date for the report.
  3. In the Event Category drop-down list, select All or one category. Depending on the selected event category, the values in the Event Name drop-down list are dynamically populated.
  4. Select All or a single event in the Event Name drop-down list.
  5. Click Update. The filtered results are displayed.

Tip: Click any row to view details about the event as shown in the following illustration.

BotsAdminAuditReportsPageEventDetails

Define User Event Reports

On the Audit Report page in the Analytics module of the Bots Admin Console, you can view both system and user events. This topic describes how to view and filter user events.

  1. On the Audit Report page in the Analytics module, on the Actions bar, enter the name of the user that you want view events for in the Search field, and then click the Search Search Icon icon. All system events for the user specified are displayed.
  2. In the View Options section, in the Start Date field, enter or select a date to define time period start date.
  3. In the End Date field, enter select the time period end date for the report.
  4. In the Event Category drop-down list, select All or one category. Depending on the selected event category, the values in the Event Name drop-down list are dynamically populated.
  5. Select All or a single event in the Event Name drop-down list.
  6. Click Update. The filtered results for the specific user are displayed.

Tip: Click any row to view details about the event.

BotsAdminAuditReportsPageEventDetailsUsers

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