Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Request a Feature
Conversation Designer
Dialog Tasks
Mock Scenes
Dialog Tasks
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
Node Types
Intent Node
Dialog Node
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Context Object
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Event Handlers
Knowledge Graph
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
NLP Optimization
ML Engine
Model Validation
FM Engine
KG Engine
Traits Engine
Training Validations
Ranking and Resolver
NLP Configurations
NLP Guidelines
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment Metrics
Smart Bots
Universal Bots
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Manage Assistant
Plan & Usage
Usage Plans
Support Plans
Multilingual Virtual Assistants
Masking PII Details
IVR Settings
General Settings
Assistant Management
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
Build a Flight Status 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
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
Web SDK Tutorial
Widget SDK Tutorial
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
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
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. Security & Compliance
  6. Security Settings

Security Settings

Apart from the sign-on, and other security settings (see here for details), you can modify default account security & control settings like

  • data retention period,
  • context persistence, and
  • IP address access.

Data Retention

All the end-user interaction data is removed from the system, by default, after a period of 7 years. However, it is highly recommended that you set the custom retention period to suit your enterprise policies by using the Data Retention Period option.


  1. Go to Security & Control -> Settings
  2. Under Data Retention Period, you have two options
    • Use the default retention period – 7 years;
    • Use the custom data retention period and set the duration between 1 month to 7 years.
  3. The following data would no longer be available post data retention period:
    • Conversation History / Messages;
    • Usage Information;
    • Task Execution and Performance Metrics;
    • Session and Message Tags;
    • Alert Instances;
    • Debug Logs.


Note: The custom data retention period cannot be set if your account has a large volume of messages. In such a case, you are requested to reach out to Support for setting Custom Retention Period.

Context Persistence

Bots Platform by default stores the context of the end-users’ conversations with the bot. This context information can be used for debugging and analysis purposes.

However, you might not want the platform to store this information due to the presence of sensitive data about customers or other security-related reasons. You can opt not to store the same using the Context Persistence option.


  1. Go to Security & Control -> Settings
  2. Under Context Persistence, you have two options
    • Store end users’ conversation context information and allow authorized developers to view this information – this is the default setting.
    • Do not store end users’ conversation context information – this will ensure that:
      • the platform does not store the context information
      • Option to view context information in Bot Builder like Metrics and any other places is disabled.

IP Address Restriction

By default, users can access the Bot Builder platform, and Bot Admin Console from any IP address as long as they have valid credentials.

You can, additionally, restrict the access from a specified range of IP addresses. This restriction applies to developers from your account alone, i.e if a developer belongs to another account also their access to the platform using that account will not be restricted.


  1. Go to Security & Control -> Settings
  2. Under IP Address Restriction, you have two options
    • No restriction – this is the default setting and access is not restricted to any IP address.
    • Restrict – Here you can specify a range of IP Addresses to which the access is restricted. All other addresses would be blocked from accessing the Bot Builder and Bot Admin Console platform.
      Note: The IP Address of your (current) system should be part of the allowed IP Addresses list.