GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
Deprecations
Request a Feature
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Introduction
LLM Integration
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Kore.ai XO GPT Model
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
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Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
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NLP Health
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Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
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Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
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Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
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Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
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Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data
Overview
Data Table
Table Views
App Definitions
Data as Service
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
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
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
SDK Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
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Manage Roles
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
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Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
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  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Settings
  5. Plan & Usage
  6. Plan & Usage Overview

Plan & Usage Overview

This article provides information on how virtual assistants are billed, how to track their usage, and the usage limits or quotas applied for various features. Before we go into the details, let us quickly understand the following key terms and concepts.

Accounts or Workspaces

A Workspace or Account refers to a group of users who typically belong to an organization or work on projects. When you sign up, the platform automatically creates a Workspace and a User identity for you. In some scenarios, the platform creates only a user identity and associates you with an existing Workspace. To learn how workspaces are created for different usage scenarios, see Accessing the Platform.

Workspace Owner

The workspace or account owner is the user who has created the workspace. Workspace Owner has access to the Administration Console and the Manage Workspace feature. This user can invite additional users to the workspace, manage their roles, and view the plan and usage details of the virtual assistants in the workspace.

Virtual Assistant Owner

The user who creates a virtual assistant becomes its owner by default. The owner can invite other users to the virtual assistant for collaboration. The owner can transfer the ownership to another user of the workspace. Workspace Owner can also change the ownership from the Administration Console. A user can create more than one virtual assistant and be the owner of all of them.

Collaborators

Workspace Owner or Bot Owner can invite others users to a virtual assistant for collaboration. The collaborators/co-developer/shared developers have limited access to the virtual assistant based on their assigned roles. A user can be a collaborator for some bots and also be an owner for some other bots.

Workspace Types

Every workspace of the Kore.ai XO Platform is categorized as a Standard or Enterprise workspace. The licenses, usage, and limits of the Virtual Assistants developed using the Kore.ai XO Platform are governed by Kore.ai’s terms and conditions associated with your workspace.

Standard Workspace

Every workspace gets classified as a Standard Workspace when created. All the virtual assistants published in the Standard Workspace are auto-assigned with the Standard Usage Plan.

  • Standard Workspaces get free credits worth $500. The free credits are valid for a period of 90 days from the date of workspace creation.
    • The free credits can be used to publish and test the virtual assistants on any of the 35+ chat and voice channels.
    • You can continue to build your virtual assistants even after the free credits are expired or been exhausted. However, the virtual assistants will stop responding on the channels after the free credits are exhausted or expired.
  • Standard Workspaces provide a pay-as-you-go model for deploying the virtual assistant for production purposes.
  • All the virtual assistants in the Standard Workspace are assigned to the Standard Usage Plan. You can add paid credits to your virtual assistants anytime for uninterrupted services. For more information, see Usage Plans.
  • Workspace Owners or Bot Owners can request to get upgraded to Enterprise Workspace. Kore.ai’s Customer Support team will contact the users to process the request.

Enterprise Workspace

Enterprise workspaces offer access to premium features, higher usage limits, and rate limits. The workspaces of business accounts that have custom contracts with Kore.ai are auto-upgraded to Enterprise Workspaces.

  • The features, usage limits, and rate limits for the Enterprise workspaces are governed by the terms and conditions of the license agreement.
  • All the virtual assistants in the Enterprise Workspace are assigned to the Enterprise Usage Plan. For more information, see Usage Plans.

Plan Types

The Kore.ai XO Platform offers Usage Plans and Support Plans for deploying and managing your assistants.

Usage Plans

The Usage Plan enables virtual assistants to interact with your end users from any available channels. For more information, see Usage Plans.

  • All the virtual assistants in the Standard Workspace are assigned to the Standard Usage Plan.
  • All the virtual assistants in the Enterprise Workspace are assigned to the Enterprise Usage Plan.

Support Plans

The Support Plan is required to get premium support from Kore.ai’s team of experts. Access to help and support resources like Kore.ai Documentation, Community, and Academy is available for all users. For more information, see Support Plans.

Workspace Linked to Multiple Bots

A workspcae owner can explicitly manage the Plan and Usage for a workspace linked to multiple bot accounts and do the following:

  • Manage the free and paid credits for individual bots listed for a standard account.
  • View the number of paid and inactive bots.
  • View free credit statistics.
  • Upgrade the current plan.
  • Add funds to the existing plan.
  • View Current Credits, Allowed Requests, and Usage Trends for the current plan.
  • View the Billing Request Trend across weeks, months, or custom date ranges.
  • View the Support Plan Type, Subscription Type (monthly/yearly), Subscription Fee, and Renewal Due Date values.
  • Access the Manage Tickets and Community pages.

Shared Accounts

The Platform allows owners to manage the Plan and Usage for multiple shared Virtual Assistants in their workspace, one at a time. The owners can do the following for shared accounts:

  • Upgrade the current standard and support plans.
  • Add funds to the existing plan.
  • View Current Credits, Allowed Requests, and Usage Trends for the current plan.
  • View the Billing Request Trend across weeks, months, or a custom date range selection.
  • Access the Community page.
  • Export the usage trend data file, including the following:
    • Bot ID
    • Channel
    • Kore User ID
    • Channel User ID
    • Billing Session Type
    • Conversation Session Id
    • Conversation Session Start Date Time
    • Conversation Session End Date Time
    • Billing Session Id
    • Billing Session Start Date Time
    • Billing Session End Date Time
    • Message Id
Previous Post
Adding the IVR-AudioCodes Channel
Next Post
Usage Plans

Plan & Usage Overview

This article provides information on how virtual assistants are billed, how to track their usage, and the usage limits or quotas applied for various features. Before we go into the details, let us quickly understand the following key terms and concepts.

Accounts or Workspaces

A Workspace or Account refers to a group of users who typically belong to an organization or work on projects. When you sign up, the platform automatically creates a Workspace and a User identity for you. In some scenarios, the platform creates only a user identity and associates you with an existing Workspace. To learn how workspaces are created for different usage scenarios, see Accessing the Platform.

Workspace Owner

The workspace or account owner is the user who has created the workspace. Workspace Owner has access to the Administration Console and the Manage Workspace feature. This user can invite additional users to the workspace, manage their roles, and view the plan and usage details of the virtual assistants in the workspace.

Virtual Assistant Owner

The user who creates a virtual assistant becomes its owner by default. The owner can invite other users to the virtual assistant for collaboration. The owner can transfer the ownership to another user of the workspace. Workspace Owner can also change the ownership from the Administration Console. A user can create more than one virtual assistant and be the owner of all of them.

Collaborators

Workspace Owner or Bot Owner can invite others users to a virtual assistant for collaboration. The collaborators/co-developer/shared developers have limited access to the virtual assistant based on their assigned roles. A user can be a collaborator for some bots and also be an owner for some other bots.

Workspace Types

Every workspace of the Kore.ai XO Platform is categorized as a Standard or Enterprise workspace. The licenses, usage, and limits of the Virtual Assistants developed using the Kore.ai XO Platform are governed by Kore.ai’s terms and conditions associated with your workspace.

Standard Workspace

Every workspace gets classified as a Standard Workspace when created. All the virtual assistants published in the Standard Workspace are auto-assigned with the Standard Usage Plan.

  • Standard Workspaces get free credits worth $500. The free credits are valid for a period of 90 days from the date of workspace creation.
    • The free credits can be used to publish and test the virtual assistants on any of the 35+ chat and voice channels.
    • You can continue to build your virtual assistants even after the free credits are expired or been exhausted. However, the virtual assistants will stop responding on the channels after the free credits are exhausted or expired.
  • Standard Workspaces provide a pay-as-you-go model for deploying the virtual assistant for production purposes.
  • All the virtual assistants in the Standard Workspace are assigned to the Standard Usage Plan. You can add paid credits to your virtual assistants anytime for uninterrupted services. For more information, see Usage Plans.
  • Workspace Owners or Bot Owners can request to get upgraded to Enterprise Workspace. Kore.ai’s Customer Support team will contact the users to process the request.

Enterprise Workspace

Enterprise workspaces offer access to premium features, higher usage limits, and rate limits. The workspaces of business accounts that have custom contracts with Kore.ai are auto-upgraded to Enterprise Workspaces.

  • The features, usage limits, and rate limits for the Enterprise workspaces are governed by the terms and conditions of the license agreement.
  • All the virtual assistants in the Enterprise Workspace are assigned to the Enterprise Usage Plan. For more information, see Usage Plans.

Plan Types

The Kore.ai XO Platform offers Usage Plans and Support Plans for deploying and managing your assistants.

Usage Plans

The Usage Plan enables virtual assistants to interact with your end users from any available channels. For more information, see Usage Plans.

  • All the virtual assistants in the Standard Workspace are assigned to the Standard Usage Plan.
  • All the virtual assistants in the Enterprise Workspace are assigned to the Enterprise Usage Plan.

Support Plans

The Support Plan is required to get premium support from Kore.ai’s team of experts. Access to help and support resources like Kore.ai Documentation, Community, and Academy is available for all users. For more information, see Support Plans.

Workspace Linked to Multiple Bots

A workspcae owner can explicitly manage the Plan and Usage for a workspace linked to multiple bot accounts and do the following:

  • Manage the free and paid credits for individual bots listed for a standard account.
  • View the number of paid and inactive bots.
  • View free credit statistics.
  • Upgrade the current plan.
  • Add funds to the existing plan.
  • View Current Credits, Allowed Requests, and Usage Trends for the current plan.
  • View the Billing Request Trend across weeks, months, or custom date ranges.
  • View the Support Plan Type, Subscription Type (monthly/yearly), Subscription Fee, and Renewal Due Date values.
  • Access the Manage Tickets and Community pages.

Shared Accounts

The Platform allows owners to manage the Plan and Usage for multiple shared Virtual Assistants in their workspace, one at a time. The owners can do the following for shared accounts:

  • Upgrade the current standard and support plans.
  • Add funds to the existing plan.
  • View Current Credits, Allowed Requests, and Usage Trends for the current plan.
  • View the Billing Request Trend across weeks, months, or a custom date range selection.
  • Access the Community page.
  • Export the usage trend data file, including the following:
    • Bot ID
    • Channel
    • Kore User ID
    • Channel User ID
    • Billing Session Type
    • Conversation Session Id
    • Conversation Session Start Date Time
    • Conversation Session End Date Time
    • Billing Session Id
    • Billing Session Start Date Time
    • Billing Session End Date Time
    • Message Id
Previous Post
Adding the IVR-AudioCodes Channel
Next Post
Usage Plans
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