GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
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Building a Virtual Assistant
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CONCEPTS
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Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
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Overview
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Introduction
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Overview
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LLM Integration
Kore.ai XO GPT Module
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Overview
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Conversation Testing Overview
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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
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Agents
Agent Transfer Overview
Custom (BotKit)
Drift
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Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
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Overview
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Introduction
Dashboard Filters
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Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
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Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
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Overview
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Multilingual Virtual Assistants
Get Started
Supported Components & Features
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Feedback Survey
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Data
Overview
Data Table
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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
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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
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koreUtil Libraries
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SDK Introduction
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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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Data Tables and Views
Assistant Management
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  1. Home
  2. Docs
  3. Virtual Assistants
  4. Bot Store
  5. Adding Bots
  6. Adding an Asana Bot

Adding an Asana Bot

Kore.ai provides integration for a built-in Asana Bot that you can use to display message notifications and execute tasks directly from your messaging channel such as Kore.ai Messenger. To use the Asana Bot, you just need to add the Bot to your channel and then configure the settings for the Bot, such as authentication to access Asana and the notification messages that you want. For more information about other Kore.ai Bots, see Adding Bots

About the Kore.ai Bot for Asana

DIYAsanaLogoAsana is a task management tool that allows teams to share, plan, organize, and track progress of the tasks that each member is working on. You can use this Bot to get task updates and create, update, assign, and comment on tasks.
Twilio – This Bot is available in the Twilio text messaging application.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Project Management – This Bot is available in the Kore.ai Bot Store in the Project Management category.
Channels Kore.ai – This Bot is available in the Kore.ai Messenger application.
Email – This Bot is available using an email client.
Spark – This Bot is available in the Cisco Spark messaging application.
Slack – This Bot is available in the Slack messaging application.
Skype – This Bot is available in the Skype messaging application.
Twilio – This Bot is available in the Twilio text messaging application.

Configuring Asana

To configure web service tasks, you need to add the Asana Bot from the Kore.ai Bot Store in your messaging channel, and then setup the task. To setup an Asana task, click Connect to Asana, enter the Asana URL for your company, for example, https://app.asana.com, your Asana account user name (not your email address), your password, and then press Enter.
After you add a web service task and are connected, you can perform tasks for Asana and setup message notifications to get notified in your messaging channel when an event occurs in Asana.
To setup an Asana task in the Kore.ai Messenger channel, click the New Task icon, and then click one of the Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Assign Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • search for an Assignee
  • and then click Submit.

In a team room, you can use @asana assigntask Bot command to invoke and configure this task.

Comment on Task In the Perform Task dialog,

  • select a Workspace
  • select a Task
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana commenttask Bot command to invoke and configure this task.

Create Subtask In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • enter a Subtask Name
  • optionally enter the Subtask Details
  • optionally search for a Subtask Assignee
  • optionally select a Subtask Due Date
  • and then click Submit.

In a team room, you can use @asana newsubtask Bot command to invoke and configure this task.

Create Task In the Perform Task dialog,

  • select a Workspace
  • optionally select a Project
  • enter a Task Name
  • optionally enter a Task Description
  • optionally search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana newtask Bot command to invoke and configure this task.

Delete Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana deletetask Bot command to invoke and configure this task.

Follow Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana followtask Bot command to invoke and configure this task.

Show Project Tasks In the Perform Task dialog,

  • select a Workspace
  • select a Project
  • and then click Submit.

In a team room, you can enter @asana getlist Bot command to invoke and configure this task.

Invite User In the Perform Task dialog,

  • select a Workspace
  • enter the Email Address
  • and then click Submit.

In a team room, you can enter @asana inviteuser Bot command to invoke and configure this task.

Mark Task as Complete In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana markdone Bot command to invoke and configure this task.

Modify Task In the Perform Task dialog, 

  • select a Workspace
  • search for a Task Name
  • optionally enter an Updated Task Name
  • optionally enter a Task Description
  • search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana updatetask Bot command to invoke and configure this task.

Update Project Status In the Perform Task dialog, 

  • select a Workspace
  • select a Project
  • select a Status 
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana updateproj Bot command to invoke and configure this task.

To setup message notifications in the Kore.ai Messenger channel using an Asana web service, click the New Task icon, click Get notified when…, and then click one of the following Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Task Update In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Assigned Task In the Setup Task dialog,

  • select a Workspace
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Project Status Updates In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.

Next Steps

After the task is configured, when any of the scheduled web service events occur in Asana, a message is displayed in your preferred messaging channel.

Adding an Asana Bot

Kore.ai provides integration for a built-in Asana Bot that you can use to display message notifications and execute tasks directly from your messaging channel such as Kore.ai Messenger. To use the Asana Bot, you just need to add the Bot to your channel and then configure the settings for the Bot, such as authentication to access Asana and the notification messages that you want. For more information about other Kore.ai Bots, see Adding Bots

About the Kore.ai Bot for Asana

DIYAsanaLogoAsana is a task management tool that allows teams to share, plan, organize, and track progress of the tasks that each member is working on. You can use this Bot to get task updates and create, update, assign, and comment on tasks.
Twilio – This Bot is available in the Twilio text messaging application.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Project Management – This Bot is available in the Kore.ai Bot Store in the Project Management category.
Channels Kore.ai – This Bot is available in the Kore.ai Messenger application.
Email – This Bot is available using an email client.
Spark – This Bot is available in the Cisco Spark messaging application.
Slack – This Bot is available in the Slack messaging application.
Skype – This Bot is available in the Skype messaging application.
Twilio – This Bot is available in the Twilio text messaging application.

Configuring Asana

To configure web service tasks, you need to add the Asana Bot from the Kore.ai Bot Store in your messaging channel, and then setup the task. To setup an Asana task, click Connect to Asana, enter the Asana URL for your company, for example, https://app.asana.com, your Asana account user name (not your email address), your password, and then press Enter.
After you add a web service task and are connected, you can perform tasks for Asana and setup message notifications to get notified in your messaging channel when an event occurs in Asana.
To setup an Asana task in the Kore.ai Messenger channel, click the New Task icon, and then click one of the Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Assign Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • search for an Assignee
  • and then click Submit.

In a team room, you can use @asana assigntask Bot command to invoke and configure this task.

Comment on Task In the Perform Task dialog,

  • select a Workspace
  • select a Task
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana commenttask Bot command to invoke and configure this task.

Create Subtask In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • enter a Subtask Name
  • optionally enter the Subtask Details
  • optionally search for a Subtask Assignee
  • optionally select a Subtask Due Date
  • and then click Submit.

In a team room, you can use @asana newsubtask Bot command to invoke and configure this task.

Create Task In the Perform Task dialog,

  • select a Workspace
  • optionally select a Project
  • enter a Task Name
  • optionally enter a Task Description
  • optionally search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana newtask Bot command to invoke and configure this task.

Delete Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana deletetask Bot command to invoke and configure this task.

Follow Task In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana followtask Bot command to invoke and configure this task.

Show Project Tasks In the Perform Task dialog,

  • select a Workspace
  • select a Project
  • and then click Submit.

In a team room, you can enter @asana getlist Bot command to invoke and configure this task.

Invite User In the Perform Task dialog,

  • select a Workspace
  • enter the Email Address
  • and then click Submit.

In a team room, you can enter @asana inviteuser Bot command to invoke and configure this task.

Mark Task as Complete In the Perform Task dialog,

  • select a Workspace
  • search for a Task Name
  • and then click Submit.

In a team room, you can enter @asana markdone Bot command to invoke and configure this task.

Modify Task In the Perform Task dialog, 

  • select a Workspace
  • search for a Task Name
  • optionally enter an Updated Task Name
  • optionally enter a Task Description
  • search for an Assignee
  • optionally select a Due Date
  • and then click Submit.

In a team room, you can use @asana updatetask Bot command to invoke and configure this task.

Update Project Status In the Perform Task dialog, 

  • select a Workspace
  • select a Project
  • select a Status 
  • enter a Comment
  • and then click Submit.

In a team room, you can use @asana updateproj Bot command to invoke and configure this task.

To setup message notifications in the Kore.ai Messenger channel using an Asana web service, click the New Task icon, click Get notified when…, and then click one of the following Asana web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Task Update In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Assigned Task In the Setup Task dialog,

  • select a Workspace
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.
Project Status Updates In the Setup Task dialog,

  • select a Workspace
  • select a Project
  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
  • and then click Finish.

Next Steps

After the task is configured, when any of the scheduled web service events occur in Asana, a message is displayed in your preferred messaging channel.

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