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
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  3. Virtual Assistants
  4. Builder
  5. Dialog Task
  6. Dialog Task – Legacy Builder

Dialog Task – Legacy Builder

In a bid to improve useability and user experience, the dialog builder was given a makeover. You are given a choice to upgrade to the new builder or continue with the legacy builder, though we encourage you to go for the upgrade.

This document deals with using the legacy dialog builder to build dialog tasks, for the new improved version, refer here.

Legacy Dialog Builder Tool

This topic describes the user interface for creating a conversational flow between a user and a Bot in a dialog task using the Dialog Builder tool in Kore.ai Bot Builder.
In the Search field, you can search component titles for any letters or words using find-as-you-type. Search matches are highlighted in the component titles.

Adding Dialog Task Components

When you create a dialog task, by default the first component created and displayed is the user intent node or user intent component of the dialog task. The user intent is how the dialog task is identified by the end-user, for example, Search for a Flight, or Create a Ticket.

Additional components in the dialog task need to be added to perform the intent requested by the end-user. For example, for the Search for a Flight dialog, you should add additional components to query the user for the departure airport, arrival airport, and date.

To add a component, click either of the Add Component icons as shown in the following illustration:
Dialog Task Add Component
From the list displayed, select one of the component types, and then either select an existing component or create a new component as shown in the following example of creating a new entity node.

When create new is selected, the component is added to the dialog task with default properties that can be modified from the Properties Panel.

From the Properties Panel you can set:

  • Component Properties like name, type and component specific properties;
  • Instance Properties can be customized for the selected node for the current dialog;
  • Connection Properties can be used for setting the transition conditions;
  • NLP Properties for intent and entity recognition;
  • IVR Properties for IVR channels (available for certain nodes only after IVR integration).

Depending on the type of component added, you will need to define various settings in the Properties panel. For more information, see the corresponding component types of documentation.

Color-Coded Connections

The conditions or transitions from one component to another are labeled by a colored arrow showing the path to the next node based on the connection condition defined. In the following color chart, the order of connection color assignment is shown.

Dialog Task Condition Color Chart

When multiple conditions are defined with multiple connection options to other components, the colored arrows help you visualize the flow as shown in the following illustration.
Dialog Task Component Colors

About the Options Menu

The Options menu is your access to Dialog Builder tool settings and commands such as view settings, dialog task settings, and dialog import and export. To access the commands on the Options menu, click the Ellipses  icon located on the upper rightmost side of Dialog Builder as shown in the following illustration. If Variable Namespace is enabled for the bot, then you would see an additional Manage Variable Namespaces option too.

Using Display Options

You can use Display Options to reduce unnecessary node information and better utilize screen real estate.
You can show or hide some or all of node type, node details, or connection details displayed in the Dialog Builder. For example, all details are shown in the following illustration for Show All.

Click Hide Node Type to removed the node name.

Click Hide Node Details to remove node descriptions.

Click Hide Connection Details to remove conditional transition details.

Click Hide All to show only basic node information with color coding.

Using Zoom Controls

Zoom Options can be used to:

  • Fit to page – Resizes Dialog Builder components and connections to fit within the display screen resolution for a single, non-scrolling page.
  • Reset Zoom – Resets zoom settings to actual size.

Additional Zoom Option controls are available in the lower leftmost side of the Dialog Task builder shown in the following illustration.
Zoom Options

Dialog Settings

The Dialog Task Settings dialog allows you to modify the dialog task basic settings, and if desired, set the visibility of a dialog to create a hidden dialog task that is available for use, but not shown as a bot task.

Add or modify the following settings for each dialog:

  • Name – The Name of your dialog task, usually the main user intent, for example, Pay Bills.
  • Description – An optional description of your dialog task displayed in Bot Builder.
  • Options – Specify the behavior of this dialog task to the end-user:
    • Sub intent only dialog – Task can be invoked only as a sub-task when another task is in progress. The task will not be presented as a bot task when the user requests for help.
    • Hide from help – Task will not be presented as a bot task when the user requests for help. Users can invoke this task anytime while talking to the bot. Note this option will be selected automatically when the previous option is selected.
  • Follow-up Task – Follow-up task array will contain all the intents detected from user utterances from this dialog. You can either:
    • handle the follow-up tasks as part of node connections (default setting), or
    • let the user select the follow-up task.
  • Task Execution Failure – Define bot behavior when there is any error in task execution. It can be set as either:
    • same as the Bot Level behavior
    • specific to this task – initiate a task, run script or show a message

Troubleshooting Your Dialog Task

A real-time set of errors and warnings is available as you define your dialog task located in the upper rightmost corner of Dialog Builder. Click the information icon to display any errors or warnings as shown in the following illustration.
Dialog Task - Errors and Warnings
In addition, you can view the flow of your dialog task from the start of the root intent to a selected component by using the Show Trace diyshowtraceicon icon as shown in the following illustration.

In the previous illustration, any components of the dialog task that are not directly in the dialog flow for the selected component are grayed out. Using the trace feature you can look for a broken flow or conditional transition issues. Click ShowTrace again to remove the trace.

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