GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
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Building a Virtual Assistant
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CONCEPTS
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Conversation Designer
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Overview
Intent Node
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GenAI Prompt
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Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
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Auto-Generate Knowledge Graph
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Digital Skills
Overview
Digital Forms
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Introduction
Widgets
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Context Object
Intent Discovery
Train
NLP Optimization
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Model Validation
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LLM Integration
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Asana
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Azure OpenAI
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Bitly
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Confluence
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DHL
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Freshdesk
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Freshservice
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Google Maps
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Here
Configure
Templates
HubSpot
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JIRA
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Microsoft Graph
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Open AI
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Salesforce
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ServiceNow
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Stripe
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Shopify
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Twilio
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Zendesk
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Agents
Agent Transfer Overview
Custom (BotKit)
Drift
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Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
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Introduction
Dashboard Filters
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Custom Meta Tags
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Create Custom Dashboard Filters
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Universal Bots
Introduction
Universal Bot Definition
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Store
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Assistant Management
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Data
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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
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
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koreUtil Libraries
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Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
SDK Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
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)
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  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. User Management
  6. Managing Your Groups

Managing Your Groups

On the Groups page in the User Management module, you can create and manage logically related groups of users, as well as import groups, such as your company Active Directory groups. If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers and assigning bots to the groups would be the recommended option. You can create a custom group of users, for example, by geographical location, department title, or common interest. Groups are automatically created when you import organizational units using Active Directory. The following illustration is an example of the Groups page in the User Management module.

Details

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

COLUMN DESCRIPTION
Group Name Displays the group name. Click a group name to edit the the selected group – name, description & members.
Description Displays the description of the group. This is an optional field.
Source The source used to create the group. One of:

  • Local – The group was created manually from the User Management module.
  • AD – The group was imported or synchronized using Active Directory.
  • System – The group was created as a default group by Kore.ai, for example, everyone.
Membership Displays the number of group members as users, and the number of groups as child members of the parent group. Click the link to edit the list of Kore.ai users and child groups for the selected group.
Using the Search Field

The list of entries in an admin console table can be very large depending on the size of your company. To find one or more specific users or groups, in the Search field, enter at least three characters to begin find-as-you-type.

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.

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

Creation

You may want to create one or more groups of users in your account for users with, for example, a related interest, department, or location. Groups created by the admin are not visible to the user and are for administrative purposes only. This topic describes how to define a new group and add users, or existing groups of users to that group.

  1. In the User Management module, select the Groups section.
  2. Click the  AddNewButton button to display the Create New User Group dialog to add a new Kore.ai group to your account.
  3. The Create New User Group dialog is displayed.
  4. In the Common tab,
    1. in the Group Name field, enter the name for the group.
    2. Optionally, in the Description field, enter a description for the group. CreateNewGroup
  5. Navigate to the Members tab, and select the user(s) and/or group(s) to be added to this group. You can locate the needed users/groups from the the Available Users/Groups section by
    1. using Sort and then selecting a Filter to display users and groups that can be added to the new group.
    2. entering a name in the Search field, or
    3. scrolling to select one or more Kore.ai users and Kore.ai groups,
    4. Then click addsinglearrow, to move the selected list to the Current Members section.
    5. To add all available users and groups, click Adding Participants to a Group
  6. Click Save. The group is created and the Groups page is displayed.
  7. The Group Updated message is displayed at the top of the page.

Modification

You may need to modify the members of a group. This topic describes how to modify the common group properties and the membership of an existing group.

  1. In the User Management module, on the Groups page, in the Group Name column, click the name of the group to modify.
  2. The Editing User Group – < Group Name > dialog is displayed.
  3. On the Common tab, you can modify the Group Name and Description field.
  4. On the Members tab, in the Available Users/Groups and Current Members sections, optionally Sort, and then select a Filter to display users and groups to add or remove.
  5. To modify the members of the group, you can:
    1. Enter a name in the Search field, or scroll to select one or more users and groups, and then click addsinglearrow to add new group members, or click deletesinglearrow_120x30 to remove the selected group members.
    2. Click adddoublearrow_117x30 to add all available group members, or click deletedoublearrow_119x30 to remove all current group members.
  6.  Click Save. The group is modified and the Groups page is displayed.

Editing User Groups

Deletion

You may no longer need a group of users in your account. You must remove all users from a group before you can delete a group. Complete the steps in the following procedure to delete a group. Instead of deleting a group, you can also modify the common settings as well as the membership of an existing group. For more information, see Modify an Existing User Group.

  1. In the User Management module, on the Groups page, in the Group Name column, select the name of one or more groups to delete.
  2. On the Action bar, click deletebutton_74x30.
  3. In the Delete Group(s) confirmation dialog, click Delete.

Warning: This operation is permanent and cannot be undone.

The group is deleted.

BotsAdminUserManagementGroupsDelete

Managing Your Groups

On the Groups page in the User Management module, you can create and manage logically related groups of users, as well as import groups, such as your company Active Directory groups. If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers and assigning bots to the groups would be the recommended option. You can create a custom group of users, for example, by geographical location, department title, or common interest. Groups are automatically created when you import organizational units using Active Directory. The following illustration is an example of the Groups page in the User Management module.

Details

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

COLUMN DESCRIPTION
Group Name Displays the group name. Click a group name to edit the the selected group – name, description & members.
Description Displays the description of the group. This is an optional field.
Source The source used to create the group. One of:

  • Local – The group was created manually from the User Management module.
  • AD – The group was imported or synchronized using Active Directory.
  • System – The group was created as a default group by Kore.ai, for example, everyone.
Membership Displays the number of group members as users, and the number of groups as child members of the parent group. Click the link to edit the list of Kore.ai users and child groups for the selected group.
Using the Search Field

The list of entries in an admin console table can be very large depending on the size of your company. To find one or more specific users or groups, in the Search field, enter at least three characters to begin find-as-you-type.

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.

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

Creation

You may want to create one or more groups of users in your account for users with, for example, a related interest, department, or location. Groups created by the admin are not visible to the user and are for administrative purposes only. This topic describes how to define a new group and add users, or existing groups of users to that group.

  1. In the User Management module, select the Groups section.
  2. Click the  AddNewButton button to display the Create New User Group dialog to add a new Kore.ai group to your account.
  3. The Create New User Group dialog is displayed.
  4. In the Common tab,
    1. in the Group Name field, enter the name for the group.
    2. Optionally, in the Description field, enter a description for the group. CreateNewGroup
  5. Navigate to the Members tab, and select the user(s) and/or group(s) to be added to this group. You can locate the needed users/groups from the the Available Users/Groups section by
    1. using Sort and then selecting a Filter to display users and groups that can be added to the new group.
    2. entering a name in the Search field, or
    3. scrolling to select one or more Kore.ai users and Kore.ai groups,
    4. Then click addsinglearrow, to move the selected list to the Current Members section.
    5. To add all available users and groups, click Adding Participants to a Group
  6. Click Save. The group is created and the Groups page is displayed.
  7. The Group Updated message is displayed at the top of the page.

Modification

You may need to modify the members of a group. This topic describes how to modify the common group properties and the membership of an existing group.

  1. In the User Management module, on the Groups page, in the Group Name column, click the name of the group to modify.
  2. The Editing User Group – < Group Name > dialog is displayed.
  3. On the Common tab, you can modify the Group Name and Description field.
  4. On the Members tab, in the Available Users/Groups and Current Members sections, optionally Sort, and then select a Filter to display users and groups to add or remove.
  5. To modify the members of the group, you can:
    1. Enter a name in the Search field, or scroll to select one or more users and groups, and then click addsinglearrow to add new group members, or click deletesinglearrow_120x30 to remove the selected group members.
    2. Click adddoublearrow_117x30 to add all available group members, or click deletedoublearrow_119x30 to remove all current group members.
  6.  Click Save. The group is modified and the Groups page is displayed.

Editing User Groups

Deletion

You may no longer need a group of users in your account. You must remove all users from a group before you can delete a group. Complete the steps in the following procedure to delete a group. Instead of deleting a group, you can also modify the common settings as well as the membership of an existing group. For more information, see Modify an Existing User Group.

  1. In the User Management module, on the Groups page, in the Group Name column, select the name of one or more groups to delete.
  2. On the Action bar, click deletebutton_74x30.
  3. In the Delete Group(s) confirmation dialog, click Delete.

Warning: This operation is permanent and cannot be undone.

The group is deleted.

BotsAdminUserManagementGroupsDelete

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