はじめに
対話型AIプラットフォーム
チャットボットの概要
自然言語処理(NLP)
ボットの概念と用語
クイックスタートガイド
プラットフォームへのアクセス
ボットビルダーの操作
リリースノート
最新バージョン(英語)
以前のバージョン(英語)
廃止機能(英語)
コンセプト
設計
ストーリーボード
ダイアログタスク
ダイアログタスクとは
ダイアログビルダー
ノードタイプ
インテントノード
ダイアログノード
エンティティノード
フォームノード
確認ノード
ロジックノード
ボットアクションノード
サービスノード
Webhookノード
スクリプトノード
グループノード
エージェント転送ノード
ユーザープロンプト
音声通話プロパティ
イベント ハンドラー
ナレッジグラフ
ナレッジグラフの抽出
ナレッジグラフの構築
ボットにナレッジグラフを追加
グラフの作成
ナレッジグラフの構築
既存のソースからFAQを構築
通知タスク
スモールトーク
デジタルスキル
デジタルフォーム
デジタルビュー
デジタルビューとは
パネル
ウィジェット
トレーニング
トレーニングとは
機械学習
機械学習とは
モデル検証
ファンダメンタルミーニング
ナレッジグラフ
示唆
ランキングおよび解決
NLPの詳細設定
NLPのガイドライン
インテリジェンス
インテリジェンスとは
コンテキスト
コンテキストインテント
割り込み
複数インテントの検出
エンティティの変更
デフォルトの会話
センチメント管理
トーン分析
テストとデバッグ
ボットと会話
発話テスト
バッチテスト
会話テスト
デプロイ
チャネル
公開
分析
ボットの分析
NLPメトリクス
会話フロー
Usage Metrics
封じ込め測定
カスタムダッシュボード
カスタムダッシュボードとは
メタタグ
カスタムダッシュボードとウィジェット
LLM and Generative AI
Introduction
LLM Integration
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Guardrails
ユニバーサルボット
ユニバーサルボットとは
ユニバーサルボットの定義
ユニバーサルボットの作成
ユニバーサルボットのトレーニング
ユニバーサルボットのカスタマイズ
他言語の有効化
ストア
プラントと使用
Overview
Usage Plans
Support Plans
Invoices
管理
ボット認証
複数言語対応ボット
個人を特定できる情報の編集
ボット変数の使用
IVRのシステム連携
一般設定
ボット管理
ハウツー
会話スキルの設計
バンキングボットを作成
バンキングボット – 資金の振り替え
バンキングボット – 残高を更新
ナレッジグラフを構築
スマートアラートの予約方法
Integrations
Actions
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
Templates
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
デジタルスキルの設計
デジタルフォームの設定方法
デジタルビューの設定方法
データテーブルのデータの追加方法
データテーブルのデータの更新方法
Add Data from Digital Forms
ボットのトレーニング
示唆の使用方法
インテントとエンティティのパターンの使用方法
コンテキスト切り替えの管理方法
ボットのデプロイ
エージェント転送の設定方法
ボット関数の使用方法
コンテンツ変数の使用方法
グローバル変数の使用方法
ボットの分析
カスタムダッシュボードの作成方法
カスタムタグを使ってフィルタリング
Data
Overview
Guidelines
Data Table
Table Views
App Definitions
Data as Service
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
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
Web SDK
How the Web SDK Works
SDK Security
SDK Registration
Web Socket Connect and RTM
Tutorials
Widget SDK Tutorial
Web SDK Tutorial
BotKit SDK
BotKit SDK Deployment Guide
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
Installing Botkit in AWS
Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer

ADMINISTRATION
Intro to Bots Admin Console
Administration Dashboard
User Management
Managing Your Users
Managing Your Groups
Role Management
Manage Data Tables and Views
Bot Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Using Single Sign-On
Two-Factor Authentication for Platform Access
Security Settings
Cloud Connector
Analytics for Bots Admin
Billing
  1. ホーム
  2. Docs
  3. Virtual Assistants
  4. Overview
  5. Help and Learning Resources

Help and Learning Resources

Introduction

The Help and Learning Resources area is where you can find the information you need, no matter where you are within the Kore.ai XO Platform. You will always find the Help button at the top right of your screen, in every area of the Platform. 

The main sections available in the Help menu are: 

  • Support: You can find a variety of ways to receive support while using the XO Platform. This section is not dynamic.
  • Topic Guide: Depending on the product feature that you are using within the XO Platform, this section will show contextual help, that is specific to the area that you are navigating. There is an overview of that topic (or a video explaining it), as well as related FAQs. 
  • Setup Guide: The Setup Guide takes you step by step through the Virtual Assistant building process and shows you a status related to what is done and what still needs work. This section is only available in the Help menu once you select a VA to work with. There is no Setup Guide on the main Platform Landing Page, where your VAs are listed, since a VA is not selected yet.


Now, let us look at every section, in more detail:

Support

This section lists all of the support resources that Kore.ai provides, for you to engage with whenever you need assistance. 

Introduction to the Kore.ai XO Platform

You can watch a video about the Platform, so you can get acquainted with the main features and benefits. 

Get Started 

This is where you can explore our most popular guides that help you take every step of the journey with confidence. The guides you can access here are:

  1. Introduction to Virtual Assistants: Learn how to build intelligent virtual assistants using the Kore.ai Experience Optimization Platform.
  2. Design Conversations: Collaborate with your team to design natural and engaging conversations, using the Conversation Designer.
  3. Build Dialog Tasks: Build conversation flows and integrate with your business systems
  4. Create FAQs: Build FAQs relevant for your business and train them using the Knowledge Graph. 
  5. Training: Use multi-engine NLP to train your Virtual Assistant on user intents, entities, context and more.
  6. Validate: Measure the effectiveness of training models, using a Confusion Matrix and  test your Virtual Assistant using a variety of methods. 
  7. Omni-channel Experience: Enable the channels on which you want your virtual assistant to be available. Explore the Web/Mobile Clients, Enterprise Channels, Social Messengers, IVR and Voice interfaces.
  8. Analyze: Get actionable insights on the performance of the virtual assistants. Use Metrics and Dashboards to explore the performance of NLP models, conversation flows, usage and containment trends. You can also build your own custom KPIs

Product Tour

Clicking this option will begin a tour which you can take through the Platform. This tour will show you around the main sections of the Kore.ai XO Platform, so you can get acquainted with them before starting your work.

Help and Documentation

This option takes you to our main product documentation, where you can explore our user guides, in-depth how-tos, API references, and more.

Community

This option takes you to the Kore.ai Community, where you can engage with other XO Platform users to discuss ideas or find answers to your questions.

What’s New

Here is where you can see what’s new in the latest version of the XO Platform. Clicking this option will take you through a quick tour of the new features available with the latest release. See the example below. You can also read our Release Notes for more updates.

Contact Us

Clicking this menu option takes you to Kore.ai’s Support system, where you can submit a support request to Kore.ai’s team, view your own previous requests, any that you are cc’d on, and more.

Academy

The Kore.AI Academy provides courses and learning paths for you to familiarize yourself with the platform and achieve specific results. You can easily reach it from the Help menu, anywhere on the Platform. 

Submit a Feature Request

This option takes you to Kore.ai’s Feature Request submission system, where you can provide our team with your thoughts on potential features to implement, and follow the status of your request. More about this in our article on Submitting a Feature Request

Keyboard Shortcuts

This option will open a list of available keyboard shortcuts which you can use throughout the XO Platform. 

Topic Guide

The Topic Guide provides relevant help information, that is contextual to the feature of the Platform that you are exploring. Therefore, the content of this section will be different, depending on the Platform features you are using at that moment. 

You may see one or more of the following:

  • A feature overview video.
  • FAQs related to the respective feature.
  • Links to relevant Academy courses.
  • Links to relevant Documentation. 

Setup Guide

The Setup Guide takes you through the Virtual Assistant building process, step by step, as follows: 

  • Template setup
    • Overview: Explore the capabilities of the virtual assistant and review the setup instructions.
    • Configure Parameters: Complete the template installation by choosing a name, icon, and values for the parameters associated with the template.
  • Review Skills
    • FAQs (Knowledge Graph): Explore the frequently asked questions that the assistant can answer.
    • Dialog Task: Explore the multi-turn conversation use cases that the virtual assistant can perform.
  • Review Training
    • Training Utterances: Review and train the assistant to accurately identify the user’s intent by adding as many unique utterances as possible.
  • Test
    • Simulate: Test your virtual assistant’s skills by asking for an intent.
    • Utterance Testing: Test the intent and entity recognition capabilities, identify additional training needs, and make necessary updates.
    • Batch Testing: Create test cases for intent and entity identification, run the test cases and review the results.
    • Conversation Testing: Record conversations to create test cases of the virtual assistant flow, run the test cases, and review the results.
  • Deploy
    • Configure Channel: Configure the virtual assistant on your preferred text or voice channels. Explore our WebClient for quick deployment.
    • Publish: Make the virtual assistant available for your customers by publishing it. You can continue to make ongoing updates to the In-development version.

Every step of the setup is guiding you to the relevant Platform sections where you can perform it.

Previous Post
Concepts and Terminology


Next Post
Quick Start Guide

Help and Learning Resources

Introduction

The Help and Learning Resources area is where you can find the information you need, no matter where you are within the Kore.ai XO Platform. You will always find the Help button at the top right of your screen, in every area of the Platform. 

The main sections available in the Help menu are: 

  • Support: You can find a variety of ways to receive support while using the XO Platform. This section is not dynamic.
  • Topic Guide: Depending on the product feature that you are using within the XO Platform, this section will show contextual help, that is specific to the area that you are navigating. There is an overview of that topic (or a video explaining it), as well as related FAQs. 
  • Setup Guide: The Setup Guide takes you step by step through the Virtual Assistant building process and shows you a status related to what is done and what still needs work. This section is only available in the Help menu once you select a VA to work with. There is no Setup Guide on the main Platform Landing Page, where your VAs are listed, since a VA is not selected yet.


Now, let us look at every section, in more detail:

Support

This section lists all of the support resources that Kore.ai provides, for you to engage with whenever you need assistance. 

Introduction to the Kore.ai XO Platform

You can watch a video about the Platform, so you can get acquainted with the main features and benefits. 

Get Started 

This is where you can explore our most popular guides that help you take every step of the journey with confidence. The guides you can access here are:

  1. Introduction to Virtual Assistants: Learn how to build intelligent virtual assistants using the Kore.ai Experience Optimization Platform.
  2. Design Conversations: Collaborate with your team to design natural and engaging conversations, using the Conversation Designer.
  3. Build Dialog Tasks: Build conversation flows and integrate with your business systems
  4. Create FAQs: Build FAQs relevant for your business and train them using the Knowledge Graph. 
  5. Training: Use multi-engine NLP to train your Virtual Assistant on user intents, entities, context and more.
  6. Validate: Measure the effectiveness of training models, using a Confusion Matrix and  test your Virtual Assistant using a variety of methods. 
  7. Omni-channel Experience: Enable the channels on which you want your virtual assistant to be available. Explore the Web/Mobile Clients, Enterprise Channels, Social Messengers, IVR and Voice interfaces.
  8. Analyze: Get actionable insights on the performance of the virtual assistants. Use Metrics and Dashboards to explore the performance of NLP models, conversation flows, usage and containment trends. You can also build your own custom KPIs

Product Tour

Clicking this option will begin a tour which you can take through the Platform. This tour will show you around the main sections of the Kore.ai XO Platform, so you can get acquainted with them before starting your work.

Help and Documentation

This option takes you to our main product documentation, where you can explore our user guides, in-depth how-tos, API references, and more.

Community

This option takes you to the Kore.ai Community, where you can engage with other XO Platform users to discuss ideas or find answers to your questions.

What’s New

Here is where you can see what’s new in the latest version of the XO Platform. Clicking this option will take you through a quick tour of the new features available with the latest release. See the example below. You can also read our Release Notes for more updates.

Contact Us

Clicking this menu option takes you to Kore.ai’s Support system, where you can submit a support request to Kore.ai’s team, view your own previous requests, any that you are cc’d on, and more.

Academy

The Kore.AI Academy provides courses and learning paths for you to familiarize yourself with the platform and achieve specific results. You can easily reach it from the Help menu, anywhere on the Platform. 

Submit a Feature Request

This option takes you to Kore.ai’s Feature Request submission system, where you can provide our team with your thoughts on potential features to implement, and follow the status of your request. More about this in our article on Submitting a Feature Request

Keyboard Shortcuts

This option will open a list of available keyboard shortcuts which you can use throughout the XO Platform. 

Topic Guide

The Topic Guide provides relevant help information, that is contextual to the feature of the Platform that you are exploring. Therefore, the content of this section will be different, depending on the Platform features you are using at that moment. 

You may see one or more of the following:

  • A feature overview video.
  • FAQs related to the respective feature.
  • Links to relevant Academy courses.
  • Links to relevant Documentation. 

Setup Guide

The Setup Guide takes you through the Virtual Assistant building process, step by step, as follows: 

  • Template setup
    • Overview: Explore the capabilities of the virtual assistant and review the setup instructions.
    • Configure Parameters: Complete the template installation by choosing a name, icon, and values for the parameters associated with the template.
  • Review Skills
    • FAQs (Knowledge Graph): Explore the frequently asked questions that the assistant can answer.
    • Dialog Task: Explore the multi-turn conversation use cases that the virtual assistant can perform.
  • Review Training
    • Training Utterances: Review and train the assistant to accurately identify the user’s intent by adding as many unique utterances as possible.
  • Test
    • Simulate: Test your virtual assistant’s skills by asking for an intent.
    • Utterance Testing: Test the intent and entity recognition capabilities, identify additional training needs, and make necessary updates.
    • Batch Testing: Create test cases for intent and entity identification, run the test cases and review the results.
    • Conversation Testing: Record conversations to create test cases of the virtual assistant flow, run the test cases, and review the results.
  • Deploy
    • Configure Channel: Configure the virtual assistant on your preferred text or voice channels. Explore our WebClient for quick deployment.
    • Publish: Make the virtual assistant available for your customers by publishing it. You can continue to make ongoing updates to the In-development version.

Every step of the setup is guiding you to the relevant Platform sections where you can perform it.

Previous Post
Concepts and Terminology


Next Post
Quick Start Guide

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