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. Bot Store
  4. Adding Bots
  5. Adding a Salesforce Bot

Adding a Salesforce Bot

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

About the Kore.ai Bot for Salesforce

DIYSalesforceLogoSalesforce is the leader in cloud computing, offering applications for all aspects of your business, including CRM, sales, ERP, customer service, marketing automation, business analytics, mobile application building, and much more. And it all works on the same, connected platform, drawing from the same customer data.

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 Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category.

 

Configuring Salesforce

To configure web service tasks, you need to add the Salesforce Bot from the Kore.ai Marketplacetab in the Kore.ai application, and then setup the task.
To setup a Salesforce task, click Connect to Salesforce, enter the Salesforce URL for your company, for example, https://salesforce.com, your Salesforce account user name (not your email address), your password, and then press Enter.
After you are connected, you can perform tasks for Salesforce directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Salesforce.
The following table describes Salesforce tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Opportunity to Note In the Perform Task dialog,

  • search for an Opportunity
  • enter a Title
  • optionally enter a Description.

In a space room, you can enter the @salesforce addoppnote Bot command to invoke and configure this task.

Change Lead Status In the Perform Task dialog,

  • search for a Lead
  • and then select a Lead Status.

In a space room, you can enter the @salesforce updtleadstat Bot command to invoke and configure this task.

Change Opportunity Owner In the Perform Task dialog,

  • search for an Opportunity
  • and then select an Owner.

In a space room, you can enter the @salesforce changeoppowner Bot command to invoke and configure this task.

Create Case In the Perform Task dialog,

  • enter a Subject
  • select a Status
  • select an Origin
  • optionally enter a Description
  • optionally select a Type
  • optionally select a Priority.

In a space room, you can enter the @salesforce newcase Bot command to invoke and configure this task.

Create Contact In the Perform Task dialog,

  • enter a Name
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce newcontact Bot command to invoke and configure this task.

Create Lead In the Perform Task dialog,

  • enter a Name
  • select a Status
  • enter a Company
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter  a Description.

In a space room, you can enter the @salesforce newlead Bot command to invoke and configure this task.

Create Opportunity In the Perform Task dialog,

  • enter an Opportunity Name
  • select a Closed Date
  • select a Stage
  • optionally select a Type
  • optionally select a Lead Source
  • optionally enter an Amount.

In a space room, you can enter the @salesforce newopp Bot command to invoke and configure this task.

Recently Closed Opportunities In the Perform Task dialog, select Send Opportunities that closed in the last to generate the report.
In a space room, you can enter the  @salesforce getrcopps Bot command to invoke and configure this task.
Update Contact In the Perform Task dialog,

  • search for a Contact
  • optionally enter the Lastname
  • optionally enter the Firstname
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce updtcontact Bot command to invoke and configure this task.

Top Opportunities In the Perform Task dialog, enter Number of Opportunities.
In a space room, you can enter the @salesforce gettopopps Bot command to invoke and configure this task.
Update Opportunity  In the Perform Task dialog,

  • search for an Opportunity
  • optionally enter an Amount
  • optionally select a Closed Date
  • optionally select a Stage
  • optionally select a Type.

In a space room, you can enter the @salesforce updtoppstat Bot command to invoke and configure this task.

You can setup message notifications to your Kore.ai account using a Salesforce web service. Click , click Get notified when…, and then click one of the following Salesforce web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Case Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Status
    • Priority
    • Click Done to save the filter.
  • 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
Opportunity Closed Lost In the Setup Task dialog,

  • 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
Opportunity Closed Won In the Setup Task dialog,

  • 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
Opportunity Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Account Name
    • Amount
    • Opportunity Name
    • Owner
    • Click Done to save the filter.
  • 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
Opportunity Created/Updated over $x In the Setup Task dialog,

  • enter Amount
  • 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
Lead Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Lead Source
    • Assignee
    • Click Done to save the filter.
  • 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

 

Next Steps

After Salesforce  is configured as web service, when any of the events occur in Salesforce, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

Adding a Salesforce Bot

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

About the Kore.ai Bot for Salesforce

DIYSalesforceLogoSalesforce is the leader in cloud computing, offering applications for all aspects of your business, including CRM, sales, ERP, customer service, marketing automation, business analytics, mobile application building, and much more. And it all works on the same, connected platform, drawing from the same customer data.

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 Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category.

 

Configuring Salesforce

To configure web service tasks, you need to add the Salesforce Bot from the Kore.ai Marketplacetab in the Kore.ai application, and then setup the task.
To setup a Salesforce task, click Connect to Salesforce, enter the Salesforce URL for your company, for example, https://salesforce.com, your Salesforce account user name (not your email address), your password, and then press Enter.
After you are connected, you can perform tasks for Salesforce directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Salesforce.
The following table describes Salesforce tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Opportunity to Note In the Perform Task dialog,

  • search for an Opportunity
  • enter a Title
  • optionally enter a Description.

In a space room, you can enter the @salesforce addoppnote Bot command to invoke and configure this task.

Change Lead Status In the Perform Task dialog,

  • search for a Lead
  • and then select a Lead Status.

In a space room, you can enter the @salesforce updtleadstat Bot command to invoke and configure this task.

Change Opportunity Owner In the Perform Task dialog,

  • search for an Opportunity
  • and then select an Owner.

In a space room, you can enter the @salesforce changeoppowner Bot command to invoke and configure this task.

Create Case In the Perform Task dialog,

  • enter a Subject
  • select a Status
  • select an Origin
  • optionally enter a Description
  • optionally select a Type
  • optionally select a Priority.

In a space room, you can enter the @salesforce newcase Bot command to invoke and configure this task.

Create Contact In the Perform Task dialog,

  • enter a Name
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce newcontact Bot command to invoke and configure this task.

Create Lead In the Perform Task dialog,

  • enter a Name
  • select a Status
  • enter a Company
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter  a Description.

In a space room, you can enter the @salesforce newlead Bot command to invoke and configure this task.

Create Opportunity In the Perform Task dialog,

  • enter an Opportunity Name
  • select a Closed Date
  • select a Stage
  • optionally select a Type
  • optionally select a Lead Source
  • optionally enter an Amount.

In a space room, you can enter the @salesforce newopp Bot command to invoke and configure this task.

Recently Closed Opportunities In the Perform Task dialog, select Send Opportunities that closed in the last to generate the report.
In a space room, you can enter the  @salesforce getrcopps Bot command to invoke and configure this task.
Update Contact In the Perform Task dialog,

  • search for a Contact
  • optionally enter the Lastname
  • optionally enter the Firstname
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce updtcontact Bot command to invoke and configure this task.

Top Opportunities In the Perform Task dialog, enter Number of Opportunities.
In a space room, you can enter the @salesforce gettopopps Bot command to invoke and configure this task.
Update Opportunity  In the Perform Task dialog,

  • search for an Opportunity
  • optionally enter an Amount
  • optionally select a Closed Date
  • optionally select a Stage
  • optionally select a Type.

In a space room, you can enter the @salesforce updtoppstat Bot command to invoke and configure this task.

You can setup message notifications to your Kore.ai account using a Salesforce web service. Click , click Get notified when…, and then click one of the following Salesforce web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Case Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Status
    • Priority
    • Click Done to save the filter.
  • 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
Opportunity Closed Lost In the Setup Task dialog,

  • 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
Opportunity Closed Won In the Setup Task dialog,

  • 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
Opportunity Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Account Name
    • Amount
    • Opportunity Name
    • Owner
    • Click Done to save the filter.
  • 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
Opportunity Created/Updated over $x In the Setup Task dialog,

  • enter Amount
  • 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
Lead Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Lead Source
    • Assignee
    • Click Done to save the filter.
  • 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

 

Next Steps

After Salesforce  is configured as web service, when any of the events occur in Salesforce, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

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