시작
Kore.ai 대화형 플랫폼
챗봇 개요
자연어 처리(NLP)
봇 개념 및 용어들
빠른 시작 가이드
봇 빌더 접근 방법
사용 고지 사항 (영어)
Kore.ai 봇 빌더로 작업하기
봇 구축 시작하기
릴리스 정보
현재 버전 (영어)
이전 버전 (영어)

개념
디자인
스토리보드
대화 작업
개요
Using the Dialog Builder Tool
노드 유형
사용자 의도 노드
대화 노드
엔티티 노드
양식 노드
확인 노드
서비스 노드
봇 조치 노드
Service Node
WebHook 노드
스크립트 노드
노드 그룹화하기
Agent Transfer Node
사용자 프롬프트
음성 통화 속성
대화 관리
노드 및 전환
구성 요소 전환
컨텍스트 개체
이벤트 기반 봇 조치
지식 그래프
소개
지식 추출
지식 그래프 생성
봇에 지식 그래프 추가
그래프 생성
지식 그래프 작성
FAQ 추가
작업 실행
기존 소스에서 FAQ 구축
특성, 동의어 및 불용어
변수 네임스페이스 관리
수정
용어 편집 및 삭제
용어 편집 및 삭제
질문과 응답 편집
Knowledge Graph Training
지식 그래프 분석
봇 온톨로지 가져오기 및 내보내기
지식 그래프 가져오기
지식 그래프 내보내기
지식 그래프 생성
CSV 파일에서
JSON 파일
지식 그래프 생성
경고 작업
스몰 토크
Digital Skills
디지털 양식
Views
Digital Views
Panels
Widgets
기차
봇 성능 향상 – NLP 최적화
기계 학습
소개
모델 검증
기초 의미
지식 그래프 학습
특성
순위 및 해결
고급 NLP 설정
NLP 설정 및 지침
봇 인텔리전스
소개
컨텍스트 관리
컨텍스트 관리
대화 관리
다중 – 의도 탐지
엔티티 수정
기본 대화
정서 관리
어조 분석
Test & Debug
봇과 대화
발화 테스트
배치 테스트하기
대화 테스트
배포
채널 활성화
봇 게시
분석
봇 분석하기
Conversations Dashboard
Performance Dashboard
사용자 정의 대시보드
소개
맞춤형 메타 태그
사용자 정의 대시보드 생성 방법
Conversation Flows
NLP 지표
Containment Metrics
사용량 지표
스마트 봇
소개
범용 봇
소개
범용 봇 정의
범용 봇 생성
범용 봇 학습
범용 봇 커스터마이징
범용 봇용 추가 언어 활성화
스토어
Manage Assistant
플랜 및 사용량
Overview
Usage Plans
Support Plans
플랜 관리
봇 인증
다국어 봇
개인 식별 정보 삭제하기
봇 변수 사용
IVR 통합
일반 설정
봇 관리

방법
간단한 봇 생성하기
Design Conversation Skills
뱅킹 봇 생성
뱅킹 봇 – 자금 이체
뱅킹 봇 – 잔액 업데이트
Knowledge Graph (KG) 구축
스마트 경고를 예약하는 방법
Design Digital Skills
디지털 양식 설정 방법
디지털 보기 설정 방법
데이터 테이블에 데이터를 추가하는 방법
데이터 테이블 내 데이터 업데이트 방법
UI 양식에서 데이터 테이블에 데이터를 추가하는 방법
Train the Assistant
특성 사용 방법
의도와 엔티티에 대한 패턴 사용 방법
컨텍스트 전환 관리 방법
Deploy the Assistant
상담사 전환을 설정하는 방법
봇 기능 사용 방법
콘텐츠 변수 사용 방법
전역 변수 사용 방법
Kore.ai 웹 SDK 튜토리얼
Kore.ai 위젯 SDK 튜토리얼
Analyze the Assistant
사용자 정의 대시보드 생성 방법
사용자 지정 태그를 사용하여 봇 메트릭을 필터링하는 방법

API 및 SDK
API 참조
Kore.ai API 사용
API 목록
API 컬렉션
koreUtil Libraries
SDK 참조
상담사 전환을 설정하는 방법
봇 기능 사용 방법
콘텐츠 변수 사용 방법
전역 변수 사용 방법
소개
Kore.ai 웹 SDK 튜토리얼
Kore.ai 위젯 SDK 튜토리얼

관리
소개
봇 관리자 콘솔
대시보드
사용자 관리
사용자 관리
그룹 관리
역할 관리
봇 관리 모듈
등록
사용자 초대
사용자 등록을 위한 대량 초대 보내기
사용자 및 사용자 데이터 가져오기
Active Directory에서 사용자 동기화
보안 및 준수
싱글 사인 온 사용
보안 설정
Kore.ai 커넥터
봇 관리자용 분석
Billing (지원하지 않음)
  1. Docs
  2. Virtual Assistants
  3. Builder
  4. Digital Views

Digital Views

Interactions with Virtual Assistants are typically conducted using chat/messaging tools, voice channels, or other types of assistants. In the majority of the cases, the Virtual Assistants respond to the user queries only when the users have requested some information. This works well for conducting on-demand tasks that need user input for execution and the result is usually a short response, confirmation, or acknowledgment. But the need for more proactive user updates and less user input through an engaging interface has become a key requirement. 

Using Digital Views from the Kore.ai XO Platform, you can design and launch rich visual experiences through interactive components, panels, and widgets, to proactively present relevant information to your users or customers. Panels are the placeholders that hold one or more widgets. Widgets are individual components that display information to the end-users. Your users or customers can interact with your VA either in conversation mode or directly get the required information from the widgets.

This article provides an overview of the working and implementation of Panels & Widgets. For step-by-step usage instructions, refer to this article.

How It Works 

  1. Using Digital Views, an organization offers to its VA end-users a single interface for various activities.
  2. Multiple panels constitute a Digital View.
  3. Each of the panels gives access to various functions.
  4. The end-user accesses these panels for information pertaining to each of the functions and performs follow-up actions.
  5. As an example, a Panel within a travel VA  could have multiple widgets showing:
    1. Upcoming Trips,
    2. Completed Bookings,
    3. Canceled Bookings. 

You can access Digital Views by selecting the VA you want to work with then going to Build > Digital Skills > Digital Views

How to use Digital Views?

You can enable Digital Views for your Virtual Assistant by designing the required widgets, adding them to the relevant panels and publishing them on the WidgetSDK channel.

Here are the steps we recommend for efficient design of Digital Views: 

  1. Set up: Panels are containers to host one or more widgets. You may create multiple panels and each panel can host widgets that present relevant information. Widgets are the interactive components that can contain information to be presented to the end-users and allow them to perform actions and follow-ups.
  2. Configure: Define widgets by connecting them either to your tasks or by directly defining the widget. If you have connected your widget to a Dialog Task, make sure to use a Message node to present the required information in the widget using any of the supported widget templates.
  3. Preview & Publish: Preview your widgets from the XO Platform to review the visual representation of the information. Enable the WidgetSDK channel and publish your panels and widgets to make them available for your end-users.
  4. Host with Kore.ai SDK / Host Independently: You can choose to host your widgets independently or co-host them along with the WebSDK. You can download the SDKs from the Kore.ai GitHub page.

General Setup

Here is the general setup process to follow when you want to configure Panels and Widgets for Digital Views: 

  1. Configure Widgets: Define widgets by connecting them either to your tasks or any other source like JavaScript generating JSON file. In cases where you are using a task as a source, ensure that the message is formatted properly for the Widget SDK channel.
  2. Preview the Widgets: Preview your widgets from the XO Platform.
  3. Set up Panels: You may create multiple panels and each panel can host widgets that present relevant information. You can use the predefined widgets or create new ones.
  4. Test the Panels to see how the Panels and Widgets are rendered in the chat window.
  5. Publish the VA: Publish the VAso that the panels and widgets are made available for your end-users.
  6. Host the Panel: You can choose to host your widgets independently or co-host them along with the web SDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel.

Configure Widgets

Widgets are individual components that can communicate with the VA for presenting information to the end-users. The source of information for widgets is from a Dialog Task or a JSON using any of the predefined widget templates.

To configure widgets, follow the below steps:

  1. Click Create Widget to create a widget.

  2. The New Widget dialog opens.

  3. On the New Widget window, enter the following details:
    1. Name of the widget
    2. Display Name for the widget
    3. Auto Refresh to set the frequency with which this widget needs a poll for fresh data. The refresh is applicable only when the panel containing the widget is active.
    4. Source for a widget can be set either from the execution of Dialog Task, from JavaScript by defining a JSON, or by linking an existing Digital Form.
  4. Save the Widget when ready.

Configure Widget Sources

Dialog Task

The Dialog Task option allows you to trigger a task and present the output in the widget.

The Select Dialog Task drop-down will list all available tasks in the current VA. Select the task you want to trigger using this widget.
Note: In the connected Dialog Task make sure to use a Message node to present the required information in the widget using any of the supported widget templates.

You can use the icon next to the Dialog Task to open the Dialog Task for checking the task details like entity names etc.

Any entities used by the selected Dialog Task need to be pre-populated with values by mapping Entity Name with Entity Values.

If the selected Dialog Task has any Authorization Profile defined, it is displayed here.

JSON

When selecting JSON as a source, you will be presented with a Javascript editor, where you can add your code.

Digital Form

When selecting Digital Form as a widget source, you will have the option to select the Digital Form, as well as the Dialog Task to trigger upon submission. 

Note that a Digital Form can be used to define multiple Widgets and can also be added to multiple Panels. However, it will be associated with the same Dialog Task across all Widgets and Panels.

Edit, Run & Preview a Widget

After you save, the widget will be In Development state. You can Edit or Delete the widget.

When you Edit widget, apart from being able to modify any of the above fields, you will have the option to Run & Preview the widget. You can save the preview as the thumbnail display for the widget.

Configure Panels

Create a Panel

Panel refers to containers that hold one or more widgets. You can add an existing widget to the panel or create new widgets within it.

  1. Click Create Panel to create a panel.
  2. On the New Panel window, enter the following details:
    1. Name of the Panel.
    2. Display Name for the Panel.
    3. Panel Icon to display in the chat window (URL to the location).
    4. Save the Panel.

  3. After you save, the panel will be In Development and will be displayed on your Digital Views screen. 

Add Widgets

  1. Click Add Widget to add widgets to the panel.

  2. Select widgets from the drop-down list and click Add..You can add multiple widgets to the same panel.

Panel Options

You have the following options for a given panel:

  1. Edit the panel details;
  2. Add Form to add existing forms to the Panel. Once added, forms will behave as a widget with the sourse set to Digital Form;
  3. Add Widget to add existing widgets;
  4. Panel Management to add existing forms/widgets, or remove already added forms/widgets from the panel.
  5. Test the individual panel – this opens the Talk to Bot window along with the panel listing with the current panel active and data presented. You can interact with the VA and test the panel.
  6. Delete the Panel.

Publish

When you publish your Virtual Assistant,  please ensure that the panels and widgets you want to include are selected.

Refer here for details on Publishing a Virtual Assistant.

Host

The Kore.ai XO Platform provides the Widget SDK, which you can use for hosting and managing panels and widgets. You can choose to host your widgets independently or co-host them along with the WebSDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel. Refer to this tutorial on how to do so.

Digital Views

Interactions with Virtual Assistants are typically conducted using chat/messaging tools, voice channels, or other types of assistants. In the majority of the cases, the Virtual Assistants respond to the user queries only when the users have requested some information. This works well for conducting on-demand tasks that need user input for execution and the result is usually a short response, confirmation, or acknowledgment. But the need for more proactive user updates and less user input through an engaging interface has become a key requirement. 

Using Digital Views from the Kore.ai XO Platform, you can design and launch rich visual experiences through interactive components, panels, and widgets, to proactively present relevant information to your users or customers. Panels are the placeholders that hold one or more widgets. Widgets are individual components that display information to the end-users. Your users or customers can interact with your VA either in conversation mode or directly get the required information from the widgets.

This article provides an overview of the working and implementation of Panels & Widgets. For step-by-step usage instructions, refer to this article.

How It Works 

  1. Using Digital Views, an organization offers to its VA end-users a single interface for various activities.
  2. Multiple panels constitute a Digital View.
  3. Each of the panels gives access to various functions.
  4. The end-user accesses these panels for information pertaining to each of the functions and performs follow-up actions.
  5. As an example, a Panel within a travel VA  could have multiple widgets showing:
    1. Upcoming Trips,
    2. Completed Bookings,
    3. Canceled Bookings. 

You can access Digital Views by selecting the VA you want to work with then going to Build > Digital Skills > Digital Views

How to use Digital Views?

You can enable Digital Views for your Virtual Assistant by designing the required widgets, adding them to the relevant panels and publishing them on the WidgetSDK channel.

Here are the steps we recommend for efficient design of Digital Views: 

  1. Set up: Panels are containers to host one or more widgets. You may create multiple panels and each panel can host widgets that present relevant information. Widgets are the interactive components that can contain information to be presented to the end-users and allow them to perform actions and follow-ups.
  2. Configure: Define widgets by connecting them either to your tasks or by directly defining the widget. If you have connected your widget to a Dialog Task, make sure to use a Message node to present the required information in the widget using any of the supported widget templates.
  3. Preview & Publish: Preview your widgets from the XO Platform to review the visual representation of the information. Enable the WidgetSDK channel and publish your panels and widgets to make them available for your end-users.
  4. Host with Kore.ai SDK / Host Independently: You can choose to host your widgets independently or co-host them along with the WebSDK. You can download the SDKs from the Kore.ai GitHub page.

General Setup

Here is the general setup process to follow when you want to configure Panels and Widgets for Digital Views: 

  1. Configure Widgets: Define widgets by connecting them either to your tasks or any other source like JavaScript generating JSON file. In cases where you are using a task as a source, ensure that the message is formatted properly for the Widget SDK channel.
  2. Preview the Widgets: Preview your widgets from the XO Platform.
  3. Set up Panels: You may create multiple panels and each panel can host widgets that present relevant information. You can use the predefined widgets or create new ones.
  4. Test the Panels to see how the Panels and Widgets are rendered in the chat window.
  5. Publish the VA: Publish the VAso that the panels and widgets are made available for your end-users.
  6. Host the Panel: You can choose to host your widgets independently or co-host them along with the web SDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel.

Configure Widgets

Widgets are individual components that can communicate with the VA for presenting information to the end-users. The source of information for widgets is from a Dialog Task or a JSON using any of the predefined widget templates.

To configure widgets, follow the below steps:

  1. Click Create Widget to create a widget.

  2. The New Widget dialog opens.

  3. On the New Widget window, enter the following details:
    1. Name of the widget
    2. Display Name for the widget
    3. Auto Refresh to set the frequency with which this widget needs a poll for fresh data. The refresh is applicable only when the panel containing the widget is active.
    4. Source for a widget can be set either from the execution of Dialog Task, from JavaScript by defining a JSON, or by linking an existing Digital Form.
  4. Save the Widget when ready.

Configure Widget Sources

Dialog Task

The Dialog Task option allows you to trigger a task and present the output in the widget.

The Select Dialog Task drop-down will list all available tasks in the current VA. Select the task you want to trigger using this widget.
Note: In the connected Dialog Task make sure to use a Message node to present the required information in the widget using any of the supported widget templates.

You can use the icon next to the Dialog Task to open the Dialog Task for checking the task details like entity names etc.

Any entities used by the selected Dialog Task need to be pre-populated with values by mapping Entity Name with Entity Values.

If the selected Dialog Task has any Authorization Profile defined, it is displayed here.

JSON

When selecting JSON as a source, you will be presented with a Javascript editor, where you can add your code.

Digital Form

When selecting Digital Form as a widget source, you will have the option to select the Digital Form, as well as the Dialog Task to trigger upon submission. 

Note that a Digital Form can be used to define multiple Widgets and can also be added to multiple Panels. However, it will be associated with the same Dialog Task across all Widgets and Panels.

Edit, Run & Preview a Widget

After you save, the widget will be In Development state. You can Edit or Delete the widget.

When you Edit widget, apart from being able to modify any of the above fields, you will have the option to Run & Preview the widget. You can save the preview as the thumbnail display for the widget.

Configure Panels

Create a Panel

Panel refers to containers that hold one or more widgets. You can add an existing widget to the panel or create new widgets within it.

  1. Click Create Panel to create a panel.
  2. On the New Panel window, enter the following details:
    1. Name of the Panel.
    2. Display Name for the Panel.
    3. Panel Icon to display in the chat window (URL to the location).
    4. Save the Panel.

  3. After you save, the panel will be In Development and will be displayed on your Digital Views screen. 

Add Widgets

  1. Click Add Widget to add widgets to the panel.

  2. Select widgets from the drop-down list and click Add..You can add multiple widgets to the same panel.

Panel Options

You have the following options for a given panel:

  1. Edit the panel details;
  2. Add Form to add existing forms to the Panel. Once added, forms will behave as a widget with the sourse set to Digital Form;
  3. Add Widget to add existing widgets;
  4. Panel Management to add existing forms/widgets, or remove already added forms/widgets from the panel.
  5. Test the individual panel – this opens the Talk to Bot window along with the panel listing with the current panel active and data presented. You can interact with the VA and test the panel.
  6. Delete the Panel.

Publish

When you publish your Virtual Assistant,  please ensure that the panels and widgets you want to include are selected.

Refer here for details on Publishing a Virtual Assistant.

Host

The Kore.ai XO Platform provides the Widget SDK, which you can use for hosting and managing panels and widgets. You can choose to host your widgets independently or co-host them along with the WebSDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel. Refer to this tutorial on how to do so.

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