GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
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
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
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
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
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
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
LLM and Generative AI
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
Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
Templates
Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
Authorization
Conversation Sessions
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
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
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
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)
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Administration
  5. User Management
  6. Managing Your Users

Managing Your Users

User Management involves managing users and user groups

  • From Users section, you can view and manage your Kore.ai user roles, status, and monitor user message activity.
  • From User Settings section, you can define the user profile fields displayed to the user in their profile, for example, address information, and if the user can edit those fields.

Users

You can manage users in your enterprise network from the Bot Administration page from User Management -> Users section.

The following list describes the columns displayed for each Kore.ai user.

COLUMN DESCRIPTION
Name Displays the Kore.ai username, admin indicator, and selection box.
Email Id Registered email id of the user.
Bot Builder Access

The type of access user has to Bot Builder. Can be

  • none i.e no access to Bot Builder;
  • only Bot Builder Access, or
  • Bot Builder access along with permission for a New Bot Creation
Status

Displays the Kore.ai user status. One of:

  • Active – The user is active and can interact with other Kore.ai users.
  • Not Active – Users invited by the Admin, but who are yet to join or accept the invitation.
  • Suspended – The user is suspended by an administrator. The user cannot log on to Kore.ai, however, messages can still be sent to the suspended user. The status of a Suspended user can be Activated.
  • Locked – The user exceeded the maximum number of logon attempts. The status of a locked user can be changed to Unlock, Suspend, or Deactivate.

Clicking on a specific User row from the Users page opens the User Details page from where you can modify the

Profile

You can modify the user profile information of a specific user in your account, for example, to update their address or title.

The following fields are accessible from this page:

  • Status can be:
    • Active: hovering over the information icon displays the last logged in date and time.
    • Not Active: hovering over the information icon displays when the invite to join the account was sent.
    • Suspended: hovering over the information icon displays the last logged in date and time. You can Activate User either using the more icon on this dialog or using the ACTIVATE button displayed when you hover over the user row in the Users page.
  • Groups to which the user is assigned. Using the Edit link you can select or deselect the groups for the given User. Refer here for more on Managing Groups
  • Admin Role status, can be added or removed using the Edit link.
  • Bot Builder Access status can be modified using the Edit link. Refer here for more on Role Management.
  • User Details like First Name, Last Name, email id, etc. can be viewed and modified.
    Note that the email id is read-only field and cannot be modified.

Sessions/Devices

This tab displays the User activity – the session ID, device type the user used, and their last activity timestamp on that session.

As an admin, you may need to end one or more user sessions. You can use the Kill Session button to to end a mobile or desktop session for the user.

Warning: No confirmation message is displayed and the session is immediately and abruptly ended for the user.

Manage Bots

This tab displays the Bots to which the User has access and their role – Owner, Developer or Tester.
As an admin, you may Edit or Delete the role of the User for a given Bot. Note that you cannot delete or modify the role of a Bot Owner, it is assigned at the time of Bot creation.

You can also select a Bot and assign a Bot role to the user. See here for more on Bot roles.

Other Options

Reset a User Password

As a Bots Admin, you can send a password reset email to any user, including yourself, from the Bots Admin Console if Single Sign-On (SSO) is not enabled. You can reset the password using the more icon from the User Profile page.

The password reset email sent message is displayed and an email is sent to the user with instructions about how to reset the password.

Note: When SSO is enabled, password policies are not in effect for Bots Admins or Kore.ai users, the SSO service provider handles the password policies.

Tip: If SSO is enabled, Bots Admins can still log on to the Bots Admin Console directly using their password credentials and bypass SSO. For more information, see Logging On Using Your Admin Password Instead of SSO.

Delete User

Using the more icon from the User Settings page you can Delete User.

You can also Delete User from the Users page by using the delete icon on the hover of the User row or select users and using the Delete Selected link.

Note: You cannot delete the Users if they are owners of the virtual assistant. You need to change the respective bot ownership to someone else in order to delete the user.

User Settings

On the User Settings section in the User Management module, you can manage the fields to display to Kore.ai users on their User Profile page, for example, CompanyDepartment, and so forth.

CONTROLS DESCRIPTION
Default Fields Section

The following user profile fields are displayed by default and cannot be disabled from the User Profile page for the user.

  • First Name
  • Last Name
  • Profile Picture

You can also select or clear Allow Edits to enable/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.

Controlled Fields Sections

The following user profile fields are disabled by default and can be enabled by the Enterprise Admin or admin user:

  • Company
  • Department
  • Title
  • Mobile Number
  • Work Number
  • Address (Number & Street)
  • Address (Street/Suite #)
  • City
  • State
  • Zip
  • Country

You can also select or clear Allow Edits to enable/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.

Managing Your Users

User Management involves managing users and user groups

  • From Users section, you can view and manage your Kore.ai user roles, status, and monitor user message activity.
  • From User Settings section, you can define the user profile fields displayed to the user in their profile, for example, address information, and if the user can edit those fields.

Users

You can manage users in your enterprise network from the Bot Administration page from User Management -> Users section.

The following list describes the columns displayed for each Kore.ai user.

COLUMN DESCRIPTION
Name Displays the Kore.ai username, admin indicator, and selection box.
Email Id Registered email id of the user.
Bot Builder Access

The type of access user has to Bot Builder. Can be

  • none i.e no access to Bot Builder;
  • only Bot Builder Access, or
  • Bot Builder access along with permission for a New Bot Creation
Status

Displays the Kore.ai user status. One of:

  • Active – The user is active and can interact with other Kore.ai users.
  • Not Active – Users invited by the Admin, but who are yet to join or accept the invitation.
  • Suspended – The user is suspended by an administrator. The user cannot log on to Kore.ai, however, messages can still be sent to the suspended user. The status of a Suspended user can be Activated.
  • Locked – The user exceeded the maximum number of logon attempts. The status of a locked user can be changed to Unlock, Suspend, or Deactivate.

Clicking on a specific User row from the Users page opens the User Details page from where you can modify the

Profile

You can modify the user profile information of a specific user in your account, for example, to update their address or title.

The following fields are accessible from this page:

  • Status can be:
    • Active: hovering over the information icon displays the last logged in date and time.
    • Not Active: hovering over the information icon displays when the invite to join the account was sent.
    • Suspended: hovering over the information icon displays the last logged in date and time. You can Activate User either using the more icon on this dialog or using the ACTIVATE button displayed when you hover over the user row in the Users page.
  • Groups to which the user is assigned. Using the Edit link you can select or deselect the groups for the given User. Refer here for more on Managing Groups
  • Admin Role status, can be added or removed using the Edit link.
  • Bot Builder Access status can be modified using the Edit link. Refer here for more on Role Management.
  • User Details like First Name, Last Name, email id, etc. can be viewed and modified.
    Note that the email id is read-only field and cannot be modified.

Sessions/Devices

This tab displays the User activity – the session ID, device type the user used, and their last activity timestamp on that session.

As an admin, you may need to end one or more user sessions. You can use the Kill Session button to to end a mobile or desktop session for the user.

Warning: No confirmation message is displayed and the session is immediately and abruptly ended for the user.

Manage Bots

This tab displays the Bots to which the User has access and their role – Owner, Developer or Tester.
As an admin, you may Edit or Delete the role of the User for a given Bot. Note that you cannot delete or modify the role of a Bot Owner, it is assigned at the time of Bot creation.

You can also select a Bot and assign a Bot role to the user. See here for more on Bot roles.

Other Options

Reset a User Password

As a Bots Admin, you can send a password reset email to any user, including yourself, from the Bots Admin Console if Single Sign-On (SSO) is not enabled. You can reset the password using the more icon from the User Profile page.

The password reset email sent message is displayed and an email is sent to the user with instructions about how to reset the password.

Note: When SSO is enabled, password policies are not in effect for Bots Admins or Kore.ai users, the SSO service provider handles the password policies.

Tip: If SSO is enabled, Bots Admins can still log on to the Bots Admin Console directly using their password credentials and bypass SSO. For more information, see Logging On Using Your Admin Password Instead of SSO.

Delete User

Using the more icon from the User Settings page you can Delete User.

You can also Delete User from the Users page by using the delete icon on the hover of the User row or select users and using the Delete Selected link.

Note: You cannot delete the Users if they are owners of the virtual assistant. You need to change the respective bot ownership to someone else in order to delete the user.

User Settings

On the User Settings section in the User Management module, you can manage the fields to display to Kore.ai users on their User Profile page, for example, CompanyDepartment, and so forth.

CONTROLS DESCRIPTION
Default Fields Section

The following user profile fields are displayed by default and cannot be disabled from the User Profile page for the user.

  • First Name
  • Last Name
  • Profile Picture

You can also select or clear Allow Edits to enable/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.

Controlled Fields Sections

The following user profile fields are disabled by default and can be enabled by the Enterprise Admin or admin user:

  • Company
  • Department
  • Title
  • Mobile Number
  • Work Number
  • Address (Number & Street)
  • Address (Street/Suite #)
  • City
  • State
  • Zip
  • Country

You can also select or clear Allow Edits to enable/disable the user to overwrite the data. Modifications to the user profile take effect when the user logs in next.

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