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
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
Overview
Dialog Management
Sub-Intents and Follow-Up Intents
Amend Entity
Multi-Intent Detection
Context Management
Session and Context Variables
Context Object
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
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
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
Using Bot Variables
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 Users
Managing Groups
Managing Role
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
Analytics
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. Enrollment
  6. Importing Users and User Data

Importing Users and User Data

If you need to invite multiple Kore.ai users and you already have additional information about users in addition to the email address, such as the First Name, Last Name, Department, Phone, 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.

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

The import file can be a basic text file and saved as a .txt or .csv file format. After you create an import file, you can upload the file to add or update the Kore.ai users in your account.

File Requirements

When you create an import file, you must adhere to the following guidelines:

  • The first row identifies the Kore.ai account field names to save the data to.
  • The following Kore.ai account fields are required:
    • Email ID
    • First Name
    • Last Name
    • Alternate ID, Work Phone, Title, Department
    • User Status – One of
      • New
      • Update
      • Delete
      • Activate
  • Create one row for each Kore.ai user
  • Valid field delimiters are comma, pipe, semicolon, and tab

When using an import file, the following validation rules are applied:

  • Entries with invalid email formats are ignored.
  • Each successful import of an email address generates an invitation email to become a Kore.ai user.
  • Existing users in your Kore.ai account are not sent invitation emails.
  • Imported users with status set to Activate are sent a notification that the Kore.ai account is activated.

Sample File

For a .txt file:

Email ID, First Name, Last Name, Alternate ID, Work Phone, Title, Department, User Status
Kore.aiUser1@kore.com,User1FirstName,User1LastName,,800-555-1212,President,Executive,New
Kore.aiUser2@kore.com,User2FirstName,User2LastName,,800-555-5555,VicePresident,Executive,New
Kore.aiUser3@kore.com,User3FirstName,User1LastName,,,,,New

Create and Upload an Import File

You can create a file to invite users in your organization to become Kore.ai users that you can manage as a Bots Admin.

This topic describes how to create a file that contains the email addresses and user information, such as first and last name, phone number, department, and so forth, for the users that you want to invite to become Kore.ai users in your account.

If you only have email address information for your users, you should create and import a bulk invite file instead.

To create an import file

  1. In a text editor or spreadsheet, enter the field IDs on the first line, and then enter a complete email address and data on each following line or in a comma-separated list as shown in the following example:

For a .txt file:

Email ID, First Name, Last Name, Alternate ID, Work Phone, Title, Department, User Status
Kore.aiUser1@kore.com,User1FirstName,User1LastName,User1AlternateID,800-555-1212,President,Executive,New
Kore.aiUser2@kore.com,User2FirstName,User2LastName,User2AlternateID,800-555-5555,VicePresident,Executive,New
Kore.aiUser3@kore.com,User3FirstName,User1LastName,,,,New
  1. Save the import file as a .txt or .csv file, for example, Kore.aiImport.txt or Kore.aiImport.csv.
    After you create an import file, you can upload the file to invite your account users.

After you have created an import file, you need to upload the import file. This topic describes how you can upload your import file of users of your account.

To upload a user import file

  1. In the Enrollment > Import page, click Choose File.
  2. Navigate to your import file, and then click Open. The filename is displayed to the right of the Choose File button.
  3. Click Import File. The status of the import is described immediately following the Import File button.
  4. You can click the File Based Bulk User Import History link to review an import status from a prior import.UserEnrollmentImportUsersWithData

View Results

You can review the import operation results on a per-user basis if needed. This topic describes how to view the results of the current import report.

To view the results of the current user import

  1. On the Enrollment > Import page, click the here link, as shown below.
  2. The Report On File Import dialog opens.

View History

After you create and import a list of users in your account, you may want to review the results of the import. This topic describes how to view the historical list of file-based user imports.

To view historical import reports

  1. In the Enrollment module, on the Import page, click File Based Bulk User Import History as shown in the following illustration.
    userenrollmentimportuserswithdatahistory
  2. In the File Based Import History dialog, to view the results of an import, in the Report column for the import that you want to view, click Results. The individual user results for the import are displayed in the the File Based Import Results dialog as shown in the following illustration.
    userenrollmentimportuserswithdatahistoryresult
Menu