GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
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
Nodes & Connections
Overview
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Context Object
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Event Handlers
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Introduction
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Default Standard Responses
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment 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
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
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
Configure Agent Transfer
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
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
BotKit SDK Tutorial - Blue Prism
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to 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 & Control
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
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  3. Virtual Assistants
  4. Overview
  5. How to Access the Platform

How to Access the Platform

 

The Kore.ai XO Platform enables you to launch enterprise-grade, AI-enabled conversational Virtual Assistants using 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, the XO Platform simplifies the process. .

This article takes you through the basics you need to know to successfully access Kore.ai’s Experience Optimization Platform.

Signup Options

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

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

  1. Create a new account: The XO Platform allows any user to sign up using their email address. You can sign up to create a personal account or even take the lead in setting up your enterprise in the Kore.ai XO Platform. After you sign up, you automatically become the account’s Admin, allowing you to invite other users.
  2. Join an existing enterprise account: If your enterprise is already on the Kore.ai XO Platform, 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 them 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.
  3. Single Sign-on (SSO) Account: You can also sign up using Google, Microsoft Office or LinkedIn profiles.

 

Signing Up for a New Account

To sign up for a new Kore.ai XO Platform account, 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, 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.

    Note: The platform sends reminder emails to the users who have not completed the sign up, along with the verification code. The emails are sent to the email id provided by the user during sign up at periodic intervals as per the configurations done at an application level (Kore config level), with a new verification code upon expiry of the old one.

     

  5. Additionally, you can sign up to the Kore.ai XO Platform using Google, Microsoft Office or LinkedIn profiles.

Note: The Kore.ai XO Platform uses SAML-based authentication for completing the sign up and sign in flows.

 

Signing in to the Platform

The Kore.ai XO Platform allows you to sign in to your account using your registered email ID and password.

With Single Sign-on, you can sign in securely (after authentication) by using just one set of credentials. Now, the Kore.ai XO Platform offers an additional layer of security beyond username and password during account sign-in with Two-Factor Authentication (2FA). Enabling 2FA prompts for a security code verification after you’ve entered your username and password. Learn more.

The XO Platform At-a-Glance

After you sign in to Kore.ai 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 chatbots. 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. Refer here for more.
  3. Data – Define Data Tables, Table Views, and manipulate them from your Virtual Assistants and Process Apps. This section allows you to take  care of your data needs, without having to depend on external services. Refer here for more.
  4. Explore the Store – Explore and import template bots from the Kore.ai XO Platform online marketplace Refer here for more.
  5. Help – Here is where you can find useful resources and support methods to help you develop your VA.
  6. Account Switcher – If you are part of more than one organization, here is where you can switch between accounts.
  7. Profile – Here is where you can see your profile details, set the platform’s language and log out.

Inviting Users to your Virtual Assistant

Account administrators can add other enterprise users to the account by inviting them from the Bots Admin portal.

To invite users to your Kore.ai XO Platform account, follow the below steps:

    1. Sign in to the Bots Admin portal, at https://bots.kore.ai/admin.

    1. On the left pane, select Enrollment > Invite.

    1. Enter the email IDs of the users you want to invite.
    2. Click Send Invitation. An invitation email is sent to these users.

  1. When the invited user accepts the invitation, they are redirected to the Sign-up page.
  2. If the user is new to the platform, they need to enter the required details shown in step 3 to complete the registration.
  3. 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 XO Platform  for this account.

Giving Access to the XO Platform

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

    1. Sign in to the Bots Admin portal at https://bots.kore.ai/admin
    2. On the left pane, select User Management > Users.
    3. On the Manage Users window, select the users to whom you want to grant access.

  1.  From the Actions drop-down list, select XO Platform Access and click Apply.

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

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