Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Design
Develop
Dialog Task
Working with User Intent & Dialog Node
Working with Entity Node
Supported Entity Types
Working with Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Working with Message & Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Action & Information Task
Working with Action Tasks
Working with Information Tasks
Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Tasks
Building Knowledge Graph
Importing and Exporting Bot Ontology
Knowledge Extraction
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
NLP Settings and Guidelines
Bot Intelligence
Overview
Dialog Management
Sub-Intents and Follow-Up Intents
Amend Entity
Multi-Intent Detection
Context Management
Session and Context Variables
Context Object
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talking to Bot
Utterance Testing
Batch Testing
Recording Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Universal Bots
Defining
Creating
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
Using Bot Variables
API Guide
API Overview
API List
SDKs
SDK Overview
SDK Configuration
SDK Security
SDK App Registration
Kore.ai Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Using the BotKit SDK
Installing the BotKit SDK
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Web Socket Connect & RTM
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Overview
Using Single Sign-On
Cloud Connector
Analytics
Billing
Bot Store
Overview
Creating a Kore.ai Bot Account
Adding a Kore.ai Bot
Choosing a Channel for a Bot
Interacting with a Kore.ai Bot
Setting Up Web Service Alerts
Setting Up RSS Alerts
Setting Up the Kore.ai Webhook Bot
Custom Kore.ai Bots
Bots for your Customers FAQs
Bots for your Workforce FAQs
Adding Bots
Contacting Kore.ai Support
Setting Up Filters
Bot Store Settings
  1. Home
  2. Docs
  3. Bots
  4. Bot Building
  5. Action & Info Task
  6. Flows

Flows

Bot Builder Platform offers the unique ability to map bot tasks to other bot tasks within the same or different bot.
For example, you can match an Add a Comment or Assign a Ticket task to an alert that occurs when a new service ticket is created. The event data detailed within alert tasks can be used to auto-populate the input field of Action tasks in the same or different system. Bots also can suggest actions to the user based on the content found within an alert and support the automatic execution of actions based on event data.
Flow tasks link a message response from one task to another related task of the same, or different bot. You can create flows between different Bots from action tasks to action tasks, alert tasks to action tasks, and alert tasks to dialog tasks.
To map dialog tasks to other dialog tasks, or to sub-intents within the dialog task, you must use conditional transitions. For more information, see Creating Dialog Task Flows.

How Flows Work

When a bot sends a message to a user, they can click the task icon located to the right of the message to display the tasks mapped to the task as a flow as shown in the following image. The user can use the Tweet task to tweet the message, or post to their Linked In account using the Share Post task.

Flows with Actions in Kore.ai Messenger
To view the mapped tasks, the user can click the Task icon, selects a task, and then define the parameters for the task.
You can use parameters from the first task’s payload to pre-populate fields in the following tasks. For example, in a Twitter task payload response, the New Follower Name can be pre-populated in the Salesforce Create Contact task.

Creating a Flow

To create a new flow, you need an existing bot as well as at least one published task. For more information, see Defining Bot Tasks.
Follow these steps to create a Flow:

  1. Open the bot in which you want to create a Flow.
  2. Hover over the left-side navigation panel, and click Bot Tasks.
  3. On the Bot Tasks page, hover over the Flows tab and click the plus icon
  4. The Create Flow page opens.
  5. In the When this Task is triggered/executed column on the left, click Click to select a Task to display the tasks available.
    Note: Only tasks that are published and approved by the Bots Admin are displayed as options to create a flow.

  6. Select the task that you want to add a flow to, for example, Schedule Weather Report. A list of fields is displayed for mapping.
  7. In the Execute this Task column on the right, click Click to select a Bot and choose a Bot for the task that you will map to, for example, Flight Management.
  8. For the second bot, select Click to select a Task to map the bot tasks and display the field mapping dialog.
  9. Drag-and-drop fields in the When this Task is triggered/executed column on the left to the Field section on the right for the following fields:
    • Label Mapping – The field label displayed to the end-user.
    • Value Mapping – The value displayed in the field for the end-user.
  10. Click the expand text area icon to display the mapping fields in a full-size editor.
  11. After you map a parameter from one task to the next task, select one of the following options shown in the previous illustration for each Field displayed:
    • Editable – The mapped value is displayed and editable by the end-user.
    • Hidden – The Field is not displayed to the end-user. For example, you may need to pass a User ID to the Bot, but only display the User Name drop-down to the end-user.
    • Read Only – The Field and mapped value is displayed, but not editable by the end-user. For example, for the Assign Task task for Asana, you need the Task Id and Workspace, which can be mapped from the Asana Task Updates alert task, but are read-only because the end-user only needs to select which user to assign the task to.
  12. Click Next Step to display the Mapping Name section.
  13. Enter the name of the mapping used in Bot Builder in the Mapping Name field to identify this mapping for the flow. Optionally, select Mark this Task as Suggested Task to show the task on the Suggested Tasks tab.
  14. If all mandatory fields for the task are defined, the Allow flow automation option is displayed.
    When selected, the end-user can enable this task to run automatically. For example, when an alert message for Crashlytics indicates a server is down, using the predefined mapped fields, a JIRA ticket can be automatically created without additional end-user input provided all required fields are mapped.
  15. Click Save & Exit to save the flow and close the Create Flow page.

Publishing a Flow

After you configure your flow, you must publish the flow to make the mapping from one task to another available for end-users.
To publish a flow

  1. Open the bot that contains the Flow.
    Note: Only flows with status set to Configured can be published.
  2. Hover over the left-side navigation panel and click Publish.
  3. Click the Settings  icon for the flow you want to publish, and then click Publish.

The Flow published successfully message is displayed and the flow is immediately available for any users that add the task to their account when the flow is saved. You can edit the flow at any time and changes are applied immediately for end-users when the flow is saved for any published task approved and deployed by the Bots Admin.

Menu