GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
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Quick Start Guide
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Building a Virtual Assistant
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CONCEPTS
Design
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Supported Company Names
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Knowledge Graph
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Introduction
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From a CSV File
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Introduction
Overview Dashboard
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Introduction
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Smart Bots
Universal Bots
Introduction
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Training a Universal Bot
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Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
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Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
HOW TOs
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Configure Agent Transfer
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking 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
Composite Entities
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
Intent Scoping using Group Node
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
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to 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 & Control
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Settings
  5. Bot Management
  6. Collections

Collections

Collections enable you to store multiple value sets for Environment Variables so that you can select the appropriate variable set while promoting the bot definition to a different environment without manual intervention.

Note: This feature was enabled in v8.1 of the platform and is available only for the on-prem installation.

Environment variables are a primary type of bot variables where you define a key-value pair and use the variable across the bot. As the variables are declared globally, they can be used at any point in the bot configuration. These can be used to manage the bot variables with environment-specific values. For example, you might have authCode for authenticating a service that your bot uses. This authCode may have different values in the test, uat, and prod environments. The bot can be exported and imported based on the environment, and the values need to modified at one place in the variable configuration file. Refer here for more on Bot Variables.

Using collections, you can define multiple value sets for these variables and designate an active collection for the values to be used while bot execution. Instead of changing the values manually while moving the bot from one environment to another, you can define the values during bot development and set the active collection in different environments to use the appropriate values.

Creation

Following are the steps in creating Collections

  1. From the left navigation menu, select Settings -> Config Settings
  2. Click the Environment Variables option
  3. On the top left click the more/ellipses to access the Manage Collections
  4. This would open the Manage Collections page
  5. Click Add New Collection
  6. Enter the following details:
    1. Collection Name,
    2. Description,
    3. Select the Collection you want to Clone From – This would create the new collection with all the values from the selected clone, you can later edit the values as per requirement.
      The first time you create a collection, a Default collection is created by the platform and is set as the Active Collection.

  7. Save the collection

Adding Values

Create Environment Variables and add collection-specific values using the following steps:

  1. From the left navigation menu, select Settings -> Config Settings
  2. Click the Environment Variables option
  3. Click Add Environment Variable. You can also use the edit icon against an existing Environment Variable to add values.
  4. This would open the Add/Edit Environment Variable page
  5. Enter the following details:
    1. Variable Name,
    2. Against the listed Collection Name, enter the appropriate Value,
    3. Enter developer notes in the Notes field. While this is an optional field, entering useful notes can help the developer working on the target bot to understand and provide relevant values.
    4. Group can be used to categorize the variable.
    5. Assign a Namespace if enabled (refer here for more).

  6. Save the Variable

Active Collection

  1. Click Manage Collections to access the Collections listing window
  2. Mark as Active any one of the Collections created. The values from the Active collection are while executing the bot definition.
  3. When exporting the bot definition, you can mark as Active the collection to be set for the target bot. The export file would contain the details of all the collections as well as the collection-specific values.
  4. Bot Import
    • To a New bot – All the collections, collection-specific values, and the active collection information would be imported into the newly created bot
    • Full Bot Import – All the details as available in the export file would be imported into the newly created bot. Any existing collections and the collection-specific values would be overwritten with the details present in the export file.If the file has multiple collections but the target bot has does not have any collections, then the collections from the file would be imported into the target bot.
      If the file does not have collections but the target bot has collections, then the collections would be removed from the target bot.
    • Incremental Bot Import – The ‘incremental import’ will be allowed only when the collections from the file exactly match with the collections in the target botWhen the collections in the export file and bot are the same, the values from the file would override the values in the target bot, and any additional variables in the file will be imported into the target bot with the corresponding values. Any additional variables in the bot target bot would be retained as-is.

Import & Export

  1. The Bot Export file would contain the details of all the collections as well as the collection-specific values. The setting of a collection as ‘active’ would be reflected in the export file
  2. Bot Import
    • To a New bot – All the collections, collection-specific values, and the active collection information would be imported into the newly created bot
    • Full Bot Import – All the details as available in the export file would be imported into the newly created bot. Any existing collections and the collection-specific values would be overwritten with the details present in the export file.If the file has multiple collections but the target bot has does not have any collections, then the collections from the file would be imported into the target bot.
      If the file does not have collections but the target bot has collections, then the collections would be removed from the target bot.
    • Incremental Bot Import – The ‘incremental import’ will be allowed only when the collections from the file exactly match with the collections in the target botWhen the collections in the export file and bot are the same, the values from the file would override the values in the target bot, and any additional variables in the file will be imported into the target bot with the corresponding values. Any additional variables in the bot target bot would be retained as-is.
  3. Variable Import – The ‘variables import’ would be allowed only when the collections from the file exactly match with the collections in the target bot.When the collections in the export file and bot are the same the values from the file would override the values in the target bot. Any additional variables in the file will be imported into the target bot with the corresponding values. Any additional variables in the bot target bot will be retained as-is.
  4. Variable Export – The Variables export would include all the collections available in the bot and mapping of variables to collections. Note if the bot does not have any collections but the account has ‘collections enabled’, the export would be restricted.
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