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. Builder
  5. Dialog Task
  6. Dialog Task

Dialog Task

Kore.ai Dialog Tasks represent a full conversational flow between a user and a virtual assistant with a network of nodes that are connected using conditions.

For example, if you create a banking VA, the tasks you want your VA to do for users is to:

  • Retrieve and monitor account balances.
  • Provide alerts for expenditures or low balances.
  • Transfer funds
  • Pay bills
  • A combination of these or more.

Dialog tasks also handle multiple user intents within a single conversation. For example, Pay Bills is a typical question in a Banking VA, followed up with Transfer Funds or Check Balance. You can create a dialog task to encompass a full conversation with multiple outcomes as a single task.

A dialog task begins with a root intent, Pay Bill; can branch out into subtasks, Check Balance; then return to the primary task. The branch flow is determined at the runtime by the user input or selection.

Why Dialog Task?

As a developer, you can define Kore.ai Dialog Tasks to:

  • Create a conversational flow between the user and the virtual assistant.
  • Build dialogs with branching paths based on user inputs and responses.
  • Invoke a child flow within the context of the current flow.
  • Define and reuse dialog nodes connected by defined conditions.
  • Add custom JavaScript to the conversation flow.
  • Add event handlers and get or update the conversation context through Webhook.

It is recommended to end a dialog task with a message node. In the absence of a message node, the dialog task can not find closure and reverts to Small Talk/Intent not Found standard messages.

Create Dialog Task

To create a dialog task, you must have already created a virtual assistant to add a dialog task to.

To add a dialog task, follow the below steps:

  1. Open the virtual assistant in which you want to create the dialog task.
  2. Select the Build tab from the top menu.
  3. From the left menu and click Conversational Skills -> Dialog Tasks.
  4. On the Dialog Tasks page, click the Create Dialog button.
  5. Enter a name for the dialog task in the Intent Name field. Optionally, you can add a description.
  6. You can add user utterances that should trigger this intent using in the Intent Training. You can add them later from the user intent node that is generated within this task.
  7. Set options
    1. for the task to be an independent or sub-intent dialog
    2. to hide from help requests by the user
    3. to specify the context tags as intent preconditions – this will ensure that the intent would be detected only when the context tag is present
    4. select Create using New Conversation Driven Dialog Builder which was introduced in ver9.0 of the platform. This is the default setting and recommended.
      If you do not select this option, you will be prompted to Upgrade whenever you open the dialog task
  8. Click Proceed.
  9. The Dialog Builder displays with the root intent component and User Intent window with the Component Properties tab selected by default.
  10. If you have selected to upgrade to the new builder you can see the following:
    • The Conversation Builder is presented by default. To know more about conversation builder, refer here.
    • Close the conversation builder to access the Nodes panel.
    • The new dialog builder, to work on it refer here.
  11. You can choose to continue with the legacy builder, refer here for more.

Now, you are ready to add nodes and establish transitions between these nodes for your workflow. Click here to know about Nodes & Transitions.

Cloning

There are scenarios where you need to create two similar dialog tasks with minor differences. You can achieve the same with the Clone option available for the given dialog from the Dialog Tasks page.

To clone a dialog task, follow the below steps:

  1. Open the virtual assistant in which you want to clone the dialog task.
  2. Select the Build tab from the top menu.
  3. From the left menu, click Conversation Skills -> Dialog Tasks.
  4. On the Dialog Tasks page, hover over the dialog you want to clone and click the Clone icon.
  5. On the Clone a Dialog window, enter a name for the dialog task in the Intent Name field.
  6. Optionally, you can add a description and set options for the task to be an independent or sub-intent task.
  7. Click Clone.

The following are the properties of a cloned dialog task:

  • It contains the same component, instance, NL, IVR, and connection properties as the original dialog.
  • The Dialog Settings, Interruption Settings, and Amend behavior are also copied from the original dialog.
  • If multiple languages are enabled in the original dialog, then the details for all languages are copied.
  • The below-listed intent level NLP training data is not copied:
    • ML Utterances
    • Intent Patterns & Rules
    • Intent Synonyms

Dialog Builder

The Dialog Task Builder is the user interface to build Dialog Tasks. Dialog Tasks consists of a set of connected nodes and branch paths the virtual assistant can take based on a user conversation. Click here to know about how to use the Dialog Builder Tool. For legacy builder, refer here.

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