GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Working with the Builder
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations

CONCEPTS
Design
Storyboard
Dialog Tasks
Overview
Dialog Builder
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
Group Node
Agent Transfer
User Prompts
Voice Call Properties
Dialog Task Management
Connections & Transitions
Component Transition
Context Object
Event Handlers
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Add Knowledge Graph to Bot
Create the Graph
Build Knowledge Graph
Add FAQs
Run a Task
Build FAQs from an Existing Source
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Training
Knowledge Graph Analysis
Knowledge Graph Import and Export
Importing Knowledge Graph
Exporting Knowledge Graph
Creating a Knowledge Graph
From a CSV File
From a JSON file
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Views
Introduction
Panels
Widgets
Train
Introduction
ML Engine
Introduction
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterence Testing
Batch Testing
Conversation Testing
Deploy
Channels
Publish
Analyze
Introduction
Conversations Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
Conversation Flows
NLP Metrics
Containment Metrics
Usage 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
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data Table
Table Views
App Definitions
Sharing Data Tables or Views

HOW TOs
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

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

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
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.

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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