GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
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
Nodes & Connections
Overview
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Context Object
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Event Handlers
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Introduction
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Default Standard Responses
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
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
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
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
Configure Agent Transfer
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
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
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to 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 & Control
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Builder
  5. Creation
  6. Introducing the Storyboard

Introducing the Storyboard

Overview

Visualizing how end-users are expected to interact with the bots is an essential exercise in building successful Virtual Assistants. This helps you design engaging conversations and simplifies the communication between business users, conversation designers, language experts, and bot developers.

The Storyboard is a primary functionality that allows you to visualize and manage your VA design process through FAQs, Dialog Tasks, and mock conversation scenes. These features allow you to simplify and streamline prototyping and facilitates the overall development process.

The Storyboard is therefore the place to start when you want to manage the intents of your Virtual Assistant (with Dialog Tasks and FAQs) and to prototype conversations (with Mock Scenes). 

The Storyboard is available within the Kore.ai XO Platform by selecting the VA you are working on, then navigating to: Build > Conversation Skills > Storyboard.

Note: “Virtual Assistant”, “VA” and “Bot” refer to the same concept and are used interchangeably. 

Architecture

The Storyboard page includes three sections: FAQs, Dialog Tasks, and Mock Scenes. It acts as a landing page that takes you to key features of the XO Platform, where you can prototype conversations, then develop the Virtual Assistant.

The FAQs and Dialog Tasks sections provide the same features and are in sync with their corresponding modules:

  1. Storyboard > FAQs syncs with Conversation Skills > Knowledge Graph.
  2. Storyboard > Dialog Tasks sync with Conversation Skills > Dialog Tasks.

The section that is only available within the Storyboard is dedicated to Mock Scenes, hosts your conversation prototypes and is not synced to any other section of the Platform. 


FAQs 

FAQs allow you to create a Question and Answer type of knowledge graph that trains your bot on answering specific questions. FAQs are one of the primary data sources VAs use to pull information to complete knowledge tasks. Any FAQs you create within the Storyboard will be synced with the Knowledge Graph and vice versa. 

Read more about working with FAQs.


Dialog Tasks

Dialog Tasks are the multi-turn conversations that your users can have with the assistant. In the Kore.ai XO Platform, they allow you to configure bot-user interactions, with the purpose of collecting all the information you need in order to reach the user’s goal. 

The Storyboard allows you to create Dialog Tasks using the Conversation Designer, which syncs with the Dialog Builder, and vice versa. When creating Dialog Tasks, the Conversation Designer provides a complete set of features that let you go through the entire design process. You can work with the fully-featured Conversation Designer both from Dialog Tasks in the Storyboard and from the main Dialog Tasks module under Build > Conversation Skills > Dialog Tasks. 

Read more about working with the Conversation Designer and the Dialog Builder.


Mock Scenes

Mock Scenes are blueprints that you can use to prototype conversations. A scene depicts the conversation as a series of message exchanges between the assistant and the user, which can be assigned to a timeline that maps key points in the conversation. 

To create mock scenes, the Storyboard uses an adapted version of the Conversation Designer, which allows you to type in the bot-user exchange, create a conversation map, link scenes together and collaborate with colleagues during the design process. 

The conversations designed within the Mock Scenes section can then be used by bot developers during the bot building process. They can use the fully-featured Conversation Designer along with the Dialog Builder to implement the user-bot exchange and build business logic into the conversation.

Read more about working with Mock Scenes.


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