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
Training Validations
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
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Deploy
Channels
Publish
Analyze
Introduction
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
NLP Insights
Conversations History
Conversation Flows
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
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data as Service
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
BotKit SDK Tutorial - Blue Prism

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. Builder
  5. Alert Task
  6. Alert Task – Report Templates

Alert Task – Report Templates

For some Alert tasks, as seen here, you may want to display the bot response to the end-user as a link that can display the payload response using a template, such as a table, contact card, or formatted for a specific message type such as a weather report.

Note: This section is not used for webhook alert tasks, action tasks, or RSS alert tasks.

Configuring the Report Template Definition

To add a link to a task to provide more information or a report, you can define a link and information to display for the report as a table, weather report, or contact card in the end-user application.
To get started with defining the Report Template Definition for a task, on the Bot Response tab, click the Expand icon in the (Optional) Report Template Definition section as shown in the following illustration.

To enable a report link for the task, select Yes to display the Report Template Definition section shown in the previous illustration.
When you add a link to a task response message, the end-user for the Bot has the ability to select the link and get more details, such as a table of values for Closed Sales Opportunities in the SalesForce Bot.
Define the following parameters to create a link in a task response message for the end-user to request a report for additional information from the initial task response message:

  • Link Title – The link text displayed to the end-user in the task post, for example, View Shopping Cart.
  • Header – The title displayed when the report is displayed to the end-user, for example, These are the items in your Shopping Cart.
  • Details – End-user help information displayed directly below the Header in the report that describes the content of the report, for example, Review your Shopping Cart, and then click Continue when you are ready to place your order.
  • Template – Select one of the following format templates to display the data from the task response. For each type, define the Column Name, Key Mapping, Data Type, and template-specific options.
    • Table – Data is presented in a table format with defined columns. Each mapping for the Table template can be set to Is Sortable, Display as an image, and Display it as a link. For more information, see Defining a Table Report.
    • Fixed Column Table – Data is presented in a table format with the one or more columns fixed. Each mapping for the Fixed Column Table template can be set to Is Sortable, Column in fixedDisplay as an image and Display it as a link. For more information, see Defining a Fixed-Column Table Report.
    • Card Layout – Data is presented in a contact card format. Each mapping for the Card Layout template can be set to Is Sortable, Display as an image, and Display it as a link. For more information, see Defining a Card Layout Report.
    • Weather Info – Date for a weather service response payload can be defined. Each mapping for the Weather Info template can be set to Is SortableDisplay as an image, and Display it as a link. For more information, see Defining a Weather Info Report.
    • Card Layout with Actions – Displays a list of items with a mapped task link for each item. For more information, see Define a Card Layout with Actions Report.
    • Card Layout with Group By – Displays a list of items grouped by a specific field. For more information, see Define a Card Layout with Group By Report.
    • Shopping Cart Layout with Actions – Displays a list of items with a mapped task link for each item. For more information, see Define a Shopping Cart Layout with Actions Report.
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