GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations
Request a Feature
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
Overview
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge AI
Introduction
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
Introduction
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
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
Integrations
Actions
HubSpot
Overview
Templates
Salesforce
Overview
Templates
ServiceNow
Overview
Templates
Agents
Custom
Genesys
Intercom
ServiceNow
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
NLP Insights
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Analytics Dashboard Filters
Usage Metrics
Containment Metrics
Smart Bots
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data
Overview
Data Table
Table Views
App Definitions
Data as Service
Sharing Data Tables or Views
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
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
Migrate External Bots
Google Dialogflow Bot
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
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
Security Settings
Cloud Connector
Analytics
Billing
  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 the following default security & control settings for your account:

  • Data retention period
  • Context persistence
  • IP address restriction

Data Retention

The end-user interaction data from Standard accounts/workspaces is removed as per Kore.ai’s retention policy. It is usually 7 years and can be revised at periodic intervals.

The end-user interaction data for Enterprise accounts is retained for 7 years. Enterprises can customize the retention period to suit their policies using the Data Retention Period option.

Steps:

  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.

The following data would no longer be available post the 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 Kore.ai Support for setting Custom Retention Period.

Context Persistence

By default, the XO Platform stores the context of the end-users’ conversations with the assistant. 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.

Steps:

  1. Go to Security & Control -> Settings.
  2. Under Context Persistence, you have two options:
    1. Store end users’ conversation context information and allow authorized developers to view this information – this is the default setting.
    2. 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 the XO Platform, like Metrics and any other places, is disabled.

IP Address Restriction

By default, users can access the XO Platform, and the 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.

Steps:

  1. Go to Security & Control -> Settings.
  2. Under IP Address Restriction, you have two options:
    1. No restriction – this is the default setting and access is not restricted to any IP address.
    2. 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 XO Platform and the Admin Console Platform.
      Note: The IP Address of your (current) system should be part of the allowed IP Addresses list.

Menu