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  6. Installing Smart Bots
  7. Customizing a Smart Bot

Customizing a Smart Bot

By default, alert tasks and action tasks, and flows are locked when a Smart Bot is setup. If you need to customize a Smart Bot task, you must either unlock the task, or duplicate the task. If you unlock a task, it is no longer supported by Kore.ai. If you duplicate a task, the locked version of the task is still supported by Kore.ai and you can modify and publish the duplicate task as needed.

Before you customize a task, you should view the task to review the current settings and determine if you want to unlock the task, or duplicate the task.

To View a Smart Bot Task

  1. Click the Lock diylockicon icon, and then click View. The View an Alert or View an Action page is displayed.
  2. When viewing is complete, click Exit.

The View an Alert or View an Action page is closed and the task remains locked on the Bot Builder Home page.

Customizing a Task for a Smart Bot

If you want to modify any of the preconfigured tasks provided by Kore.ai, you must unlock the task before any changes can be made. Keep in mind, once you Unlock a task, Kore.ai no longer supports that task for your Smart Bot. You will be responsible for any updates or upgrades for that task in the future. Alternatively, you can Duplicate a task and then modify and publish the task as required and the original Kore.ai task will still be supported by Kore.ai.

To Unlock a Smart Bot Task

  1. Click the Lock diylockicon icon, and then click Unlock. The Confirm Unlock dialog is displayed.
  2. Click Confirm.

The Confirm Unlock dialog is closed and the task is displayed with the Settings entadminsettingsicon icon in Bot Builder instead of the Lock icon. The task is no longer supported by Kore.ai and the responsibility for updates and upgrades to the task are the responsibility of the enterprise developer. Other locked tasks are still supported by Kore.ai updates.

To Duplicate a Smart Bot Task

  • Click the Lock diylockicon icon, and then click Duplicate.

A copy of the task with a new name using the syntax Copy Of – CurrentName (Clone#). For example, for an alert task named Test, the cloned name is Copy Of – Test (57) where 57 represents a unique hexadecimal value for the clone created.

Next Steps

After you unlock or duplicated a task, modifications and publishing are the same as any other Kore.ai bot in Bot Builder. For more information, see:

Action Tasks

Alert Tasks

Publishing Tasks

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