GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Working with the Builder
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations

CONCEPTS
Design
Storyboard
Dialog Tasks
Overview
Dialog Builder
Node Types
Intent Node
Dialog Node
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Group Node
Agent Transfer
User Prompts
Voice Call Properties
Dialog Task Management
Connections & Transitions
Component Transition
Context Object
Event Handlers
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Add Knowledge Graph to Bot
Create the Graph
Build Knowledge Graph
Add FAQs
Run a Task
Build FAQs from an Existing Source
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Training
Knowledge Graph Analysis
Knowledge Graph Import and Export
Importing Knowledge Graph
Exporting Knowledge Graph
Creating a Knowledge Graph
From a CSV File
From a JSON file
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Views
Introduction
Panels
Widgets
Train
Introduction
ML Engine
Introduction
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterence Testing
Batch Testing
Conversation Testing
Deploy
Channels
Publish
Analyze
Introduction
Conversations Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
Conversation Flows
NLP Metrics
Containment Metrics
Usage Metrics
Smart Bots
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
Multilingual Virtual Assistants
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data Table
Table Views
App Definitions
Sharing Data Tables or Views

HOW TOs
Build a Flight Status 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
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
Web SDK Tutorial
Widget SDK Tutorial
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

ADMINISTRATION
Introduction
Assistant 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 & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Overview
  5. How to Access the Platform

How to Access the Platform

Kore.ai’s XO Platform enables you to launch enterprise-grade, AI-enabled conversational Virtual Assistants using Bot Builder; an intuitive graphical interface for building, training, testing, and monitoring virtual assistants.

Whether you are looking to build a complex VA that has to make multiple calls to your backend systems with conditional routing, or a VA that sends contextual notifications to your users, or even a VA that responds to their queries, creating VAs has never been easier.

Accessing a Bot Builder

To access the Kore.ai’s XO Platform, visit https://bots.kore.ai/. You will be directed to the login page.

You can sign up for Kore.ai’s XO Platform in any of the following two ways:

  • Create a new account: The Kore.ai’s XO Platform allows any user to sign up for the platform using their email address. You can sign up to create a personal account or even take the lead in setting up your enterprise’s account in Kore.ai. After you sign up for the account, you automatically become the account’s Admin, which allows you to invite other users to the account.
  • Join an existing enterprise account: If your enterprise is already on Kore.ai, you can become a part of the account in one of the following ways:
    • Your enterprise account’s Bots Admin sends you an invite. If you haven’t already received the invitation email, reach out to your Bots Admin for access.
    • You can sign up using your enterprise email account and you are prompted to either join the enterprise network or create your own personal account.
  • Single-Sign On Account: You can also sign up using Google, Microsoft Office or LinkedIn profiles.

New Account Sign-up

To sign up for a new account on the Kore.ai’s XO Platform, follow the below steps:

  1. Go to https://bots.kore.ai/botbuilder/login.
  2. On the Sign-up page, enter the email ID in the Enter your email field.
    Note: If the email address is already registered, the platform initiates the sign-in workflow and prompts for the password.
  3. Enter all the other details to create the account.
    Note: The account you create is identified by the Company/Account name. When you invite other users to the account, the email includes this name.
  4. Click Sign up. A confirmation email is sent to the email address entered. Confirm the link to sign in to the new account. Once you confirm the link, your account is created.
  5. Additionally, sign up to the Kore.ai XO Platform using Google, Microsoft Office or LinkedIn profiles.
  6. Note: Kore.ai XO Platform uses SAML-based authentication for completing the sign up and sign in flows.

Landing Page

After you sign in to Kore.ai’s XO Platform, you are directed to the landing page. From this page you can access various offerings:

  1. Virtual Assistants – Design, build, test, and deploy AI-powered virtual assistants. This is selected by default. Refer here for more.
  2. Process Apps – Build multi-step and multi-user workflows for automating internal and external processes, for example, expense reimbursement, leave approval, etc. Refer here for more.
  3. Data – Define Data Tables, Table Views, and manipulate them from your Virtual Assistants and Process Apps. Thus taking care of your data needs, without having to depend on external services. Refer here for more.
  4. Explore Store – Explore and import template virtual assistants from Kore.ai’s online marketplace that run on the Kore.ai platform. Refer here for more.

Inviting User – Bot Admin

Account administrators can add other enterprise users to the virtual assistant account by inviting them from the Bots Admin portal.
To invite users to your Kore.ai’s XO Platform account, follow the below steps:

  1. Sign in to the Bots Admin portal.
  2. On the left pane, select Enrollment > Invite.
  3. Enter the email IDs of the users you want to invite.
  4. Click Send Invitation. An invitation email is sent to these users.
  5. When the invited user accepts the invitation, they are redirected to the Sign-up page.
    • If the user is new to the platform, they need to enter the required details shown in step 3 to complete the registration.
    • If the user’s email address is already registered on the platform, the user is prompted to enter the password to sign in.
Note: At this point, the user can only access virtual assistants built in this account and cannot build virtual assistants from the Bot Builder for this account.

Giving Access to Bot Builder

After a user is invited to an account, the administrator can enable Bot Builder access to these users. To give Bot Builder access to an account user, follow the below steps:

  1. Sign in to the Bots Admin portal.
  2. On the left pane, select User Management > Users.
  3. On the Manage Users window, select the users to whom you want to assign the Bot Builder Access.
  4. From the Actions drop-down list, select Bot Builder Access and click Apply.

Note: Bot Builder access provided from an account gives permission to build and manage bots only in that account.
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