OVERVIEW
Virtual Assistants
Kore.ai Platform
Key Concepts
Natural Language Processing (NLP)
Accessing Platform
VIRTUAL ASSISTANTS
Virtual Assistant Builder
Virtual Assistant Types
Getting Started
Creating a Simple Bot
SKILLS
Storyboard
Dialog Task
Introduction
Dialog Builder (New)
Dialog Builder (Legacy)
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Bot Action Node
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Manage Dialogs
User Prompts
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Build
Alert Tasks
Introduction
Ignore Words and Field Memory
How to Schedule a Smart Alert
Small Talk
Digital Views
Overview
Configuring Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
NLP Guidelines
Knowledge Graph
Traits
Introduction
How to Use Traits
Ranking and Resolver
Advanced NLP Configurations
INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
Manage Interruptions
Dialog Management
Sub-Intents & Follow-up Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Event Based Bot Actions
Default Conversations
Default Standard Responses
TEST & DEBUG
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
Creating
Training
Customizing
Enabling Languages
Store
Smart Bots
Defining
koreUtil Libraries
SETTINGS
Authorization
Language Management
PII Settings
Variables
Functions
IVR Integration
General Settings
Management
Import & Export
Delete
Versioning
Collaborative Development
Plan Management
API GUIDE
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
ADMINISTRATION
HOW TOs
Creating a Simple Bot
Creating a Banking Bot
Context Switching
Using Traits
Schedule a Smart Alert
Configure UI Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
Update Balance Task
Transfer Funds Task
RELEASE NOTES
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Builder
  5. Dialog Task
  6. Managing Dialogs

Managing Dialogs

Your bot can have many dialog tasks with related components. You can use the Dialog Editor to create, review, and edit a single dialog task for a bot. However, to better visualize and understand relationships and settings for all dialog tasks in a bot, you must use the Manage Components feature.

Manage Task Components

To manage your dialog tasks, follow the below steps:

  1. Open the bot for which you want to manage the dialog task components.
  2. Select the Build tab from the top menu
  3. On the left menu, click Conversational Skills -> Dialog Tasks.
  4. Click Manage Components on the top-right.

Dialog Components

The Dialog Components window shows all the components used in any dialog task of the bot. To view or modify the settings of a component, click its name. The Properties panel of the node opens.

The following table lists the details included in the window for each component type

Component Type Details
User Intent
  • Name
  • Description
  • Dialog Tasks used in
Entity
  • Name
  • Entity Type
  • Dialog Tasks used in
Service
  • Name
  • Service Type
  • Dialog Tasks used in
Script
  • Name
  • Dialog Tasks used in
Message
  • Name
  • Dialog Tasks used in
Confirmation
  • Name
  • Dialog Tasks used in
Webhook
  • Name
Agent Transfer
  • Name
Form
  • Name
  • Dialog Tasks used in
Logic
  • Name
  • Dialog Tasks used in
Bot Action
  • Name
  • Dialog Tasks used in
Process
  • Name

Upgrade Tasks

After you publish a task, the Bots Admin approves and deploys the task to make changes in the published bot. You must upgrade the bot; then publish the upgrade for Bots Admin approval and deploy it to users.

The bot Name can only be changed if the bot is not published. To change the name of a published bot, the Bots Admin must suspend the bot by removing all assigned users and marking the bot task inactive.

Upgrade Tasks

If you need changes to the published task, you must upgrade the task to a new version.

Upgrade Types

There are two types of upgrades for a task:

  • Mandatory – A mandatory upgrade generally does not require end-user action, and users are only informed that the task was upgraded with an auto-upgrade. If a mandatory upgrade does require end-user action, for example, new authentication requirements, the end-user is notified to take the action for a manual upgrade, sent reminder notifications, and finally, expiration of the original task after 15 days.
  • Optional – An optional upgrade is not required and is not auto-upgraded for users. End-user action is required to complete the manual upgrade and the user can choose whether or not to upgrade.

Task Upgrade Definitions

A Version Type is either a major or minor update. Depending on the changes of the bot task, you can specify the version type as a minor or major update for the revision number. All published tasks begin with the Version set to 1.0. A major update is set with the Version to 2.0, while a minor update is set with the Version to 1.1.

As part of the end-user upgrade experience, you must define the messages shown to the user to describe the upgrade and other messages that describe what the upgrade will change.

Verify Flows

If the upgraded task is mapped in a flow, you must review, update, and confirm existing mapping values defined in the flow. If the flows are not verified, mapped action tasks will not be displayed in the upgraded task for the end-user.

Note: You cannot publish another upgrade to a mandatory published task that requires manual end-user input during the initial 15-day deployment.

Upgrade a Task

Using the Upgrade command, a duplicate of the original task is created where you can make your modifications without affecting the published version. Then, when ready to deploy, you can decide if the upgraded task is mandatory or optional for users that are already using the originally published task.

To upgrade a task, follow the below steps:

  1. Open the bot to edit the task
  2. Select the Build top menu
  3. On the left pane, click Conversation Skills -> Dialog Tasks.
  4. Click the More icon of the published task you want to upgrade, and then click Upgrade.
  5. A duplicate of the published task is created with the Status set to Upgrade In Progress and the General tab is displayed.
  6. Modify the task and click Finish Setup.

After the modifications to the upgraded task, the task status is set to Configured and the version is set to Draft.

Next Steps
You might want to look into how to work with the Prompt Editor, refer here for more.

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