GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
Deprecations
Request a Feature
CONCEPTS
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Storyboard
Overview
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Conversation Designer
Overview
Dialog Tasks
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Overview
Intent Node
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Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
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Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Introduction
LLM Integration
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Kore.ai XO GPT Model
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
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Conversation Testing Overview
Create a Test Suite
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Glossary
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Actions Overview
Asana
Configure
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Azure OpenAI
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BambooHR
Configure
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Bitly
Configure
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Confluence
Configure
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DHL
Configure
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Freshdesk
Configure
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Freshservice
Configure
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Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
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JIRA
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Microsoft Graph
Configure
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Open AI
Configure
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Salesforce
Configure
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ServiceNow
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Stripe
Configure
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Shopify
Configure
Templates
Twilio
Configure
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Zendesk
Configure
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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
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Overview
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Channels
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Introduction
Dashboard Filters
Overview Dashboard
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Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
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Conversations History
Conversation Flows
Conversation Insights
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Containment Metrics
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
Usage Plans
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Invoices
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Multilingual Virtual Assistants
Get Started
Supported Components & Features
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Multiingual Virtual Assistant Behavior
Feedback Survey
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Variables
Collections
IVR Settings
General Settings
Assistant Management
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Data
Overview
Data Table
Table Views
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
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
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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
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Use Custom Meta Tags in Filters
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Google Dialogflow Bot
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BotKit - Flight Search Sample VA
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Widget SDK Tutorial
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ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
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Add Users
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Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
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  1. Home
  2. Docs
  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, creating VAs has never been easier.

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

Supported Browsers

Use the latest version of Google Chrome, Microsoft Edge, Safari, or Firefox. Internet Explorer mode in Microsoft Edge is not supported.

Access the XO Platform

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:

  • 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 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.

New Account Sign-up

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

  1. Go to https://bots.kore.ai/botbuilder/login.
  2. On the Sign-up page, enter the email ID in the Email ID field.
    Note: If the email address is already registered, the platform prompts you to sign-in  and to enter the password.
  3. Enter all the other details to create the account.
    Note: The account you create is identified by the email domain. When you invite other users to the account, the email includes this name.
  4. On creating an account, a confirmation email is sent to the provided email address, with a verification link and a verification code, to sign in to the new account.
  5. You can either click the Verify Email button or click/copy paste the verification URL in the browser. Upon verification, your account is created.
  6. You can also complete the verification using the 6 digit verification code sent to the registered email address. The code can be entered either on your web browser or the mobile device.

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

If the verification link or code expires or is invalid, the system displays a message to you, to request a new link and a code to complete the verification process.


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

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

Sign 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 (SSO), 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 Platform 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 as follows:

  • Virtual Assistants – Design, build, test, and deploy AI-powered virtual assistants. This is selected by default. See here for more information.
  • Process Apps – Build multi-step and multi-user workflows for automating internal and external processes, for example, expense reimbursement, leave approval, etc. See here for more information.
  • 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. See here for more information.
  • Explore Store – Explore and import virtual assistants templates from Kore.ai’s online marketplace that runs on the Kore.ai platform. See here for more information.
  • Help – Here is where you can find useful resources and support methods to help you develop your VA.
  • Account Switcher – If you are part of more than one organization, here is where you can switch between accounts.
  • Profile – Here is where you can see your profile details, set the platform’s language and log out.

Invite Users to your Virtual Assistant

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 XO Platform account, follow these steps:

  1. Sign in to the Bots Admin portal, at https://bots.kore.ai/admin.
  2. On the left pane, select Enrollment > Invite.
  3. Enter the email IDs of the users you want to invite.
  4. Click Send Invitations. An invitation email is sent to these users.
  5. Note: You can choose to invite a single user or bulk users.

  6. 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 to complete the registration. See New Account Sign-up to know more.
    • 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.

Give Access to the XO Platform

After a user is invited to an account, the administrator can enable the XO Platform access to these users. To give XO Platform access to an account user, follow these 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.
  4.  From the Actions drop-down list, select XO Platform Access and click Apply.
Note: The XO Platform access provided for an account gives permission to build and manage bots only in that account.

Using Workspace

Workspaces are a way to organize people productively, while everyone is part of your wider team of Virtual Assistant developers. In the Kore.ai XO Platform, Workspaces are created when setting up your Kore.ai XO Platform account, and if you choose to use SSO.

Team members can join one or multiple Workspaces, or they can create their own. It’s easy to browse Workspaces within the same organization and to switch between them. Here is how it works.

Some of the common scenarios where you can join or sign up to a workspace include the following:

  1. If you are invited by someone to join their workspace.
  2. If your enterprise administrator adds you to your enterprise workspace through SSO or API.
  3. If you use a business email address to sign up, you can join any other workspace that matches your email domain. In such cases, the system only creates a User identity for you and adds you to the selected workspace.
  4. If you sign up using Single Sign-On (SSO) options like Google or Office 365, the platform will use your email domain as the Workspace name. For example, if your email address is john@doe.com, your workspace will be created as ‘doe.com’. You can always change the Workspace name from the Profile menu.
  5. If you sign up using the email address verification option, you can define your workspace name during signup.
  6. If you are the first user of a workspace, i.e., if you have created the workspace, you will automatically become the Workspace Owner.
  7. Additional users can be invited to a workspace using the ‘Invite Team’ option or inviting users to a particular assistant.
  8. A user can belong to multiple workspaces.

Join a Workspace

Before setting up your Workspace, you need to sign up to the Kore.ai XO Platform.

If your email domain matches existing Workspaces within the XO Platform, then it means that your organization is already working on projects you may want to join. The Platform lists matching Workspaces and you can Request Access to them as soon as you sign up. If you are part of a team, but you are not managing it, then this is the recommended way to proceed.

Create Your Workspace

If you are managing a team, as part of your organization’s VA development projects, then you may want to create your own Workspace. You can do so by choosing Create New, rather than requesting access to an existing Workspace.

To create your Workspace, you will need to provide a Name, and invite the first members by entering their email addresses. Those who accept your invitation will gain access to this Workspace exclusively.

Invite Members

After the Workspace has been created, Administrators can invite new members using the Invite option on the main landing page, in the top navigation menu.

Note: By default, the Invite Members option at the Builder level is visible for the admins with the ‘Master Admin’ role. For admins with custom administrator roles, the Invite permission should be enabled in the role management. Learn more.


Switch Workspaces

Team members can switch workspaces, using the switcher at the top right, next to the profile area.

Browse Workspaces

Team members can also Browse Workspaces to see those that are active within your organization, and to which access can be requested. This option lists Workspaces based on the email domain.

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, creating VAs has never been easier.

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

Supported Browsers

Use the latest version of Google Chrome, Microsoft Edge, Safari, or Firefox. Internet Explorer mode in Microsoft Edge is not supported.

Access the XO Platform

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:

  • 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 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.

New Account Sign-up

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

  1. Go to https://bots.kore.ai/botbuilder/login.
  2. On the Sign-up page, enter the email ID in the Email ID field.
    Note: If the email address is already registered, the platform prompts you to sign-in  and to enter the password.
  3. Enter all the other details to create the account.
    Note: The account you create is identified by the email domain. When you invite other users to the account, the email includes this name.
  4. On creating an account, a confirmation email is sent to the provided email address, with a verification link and a verification code, to sign in to the new account.
  5. You can either click the Verify Email button or click/copy paste the verification URL in the browser. Upon verification, your account is created.
  6. You can also complete the verification using the 6 digit verification code sent to the registered email address. The code can be entered either on your web browser or the mobile device.

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

If the verification link or code expires or is invalid, the system displays a message to you, to request a new link and a code to complete the verification process.


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

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

Sign 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 (SSO), 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 Platform 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 as follows:

  • Virtual Assistants – Design, build, test, and deploy AI-powered virtual assistants. This is selected by default. See here for more information.
  • Process Apps – Build multi-step and multi-user workflows for automating internal and external processes, for example, expense reimbursement, leave approval, etc. See here for more information.
  • 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. See here for more information.
  • Explore Store – Explore and import virtual assistants templates from Kore.ai’s online marketplace that runs on the Kore.ai platform. See here for more information.
  • Help – Here is where you can find useful resources and support methods to help you develop your VA.
  • Account Switcher – If you are part of more than one organization, here is where you can switch between accounts.
  • Profile – Here is where you can see your profile details, set the platform’s language and log out.

Invite Users to your Virtual Assistant

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 XO Platform account, follow these steps:

  1. Sign in to the Bots Admin portal, at https://bots.kore.ai/admin.
  2. On the left pane, select Enrollment > Invite.
  3. Enter the email IDs of the users you want to invite.
  4. Click Send Invitations. An invitation email is sent to these users.
  5. Note: You can choose to invite a single user or bulk users.

  6. 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 to complete the registration. See New Account Sign-up to know more.
    • 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.

Give Access to the XO Platform

After a user is invited to an account, the administrator can enable the XO Platform access to these users. To give XO Platform access to an account user, follow these 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.
  4.  From the Actions drop-down list, select XO Platform Access and click Apply.
Note: The XO Platform access provided for an account gives permission to build and manage bots only in that account.

Using Workspace

Workspaces are a way to organize people productively, while everyone is part of your wider team of Virtual Assistant developers. In the Kore.ai XO Platform, Workspaces are created when setting up your Kore.ai XO Platform account, and if you choose to use SSO.

Team members can join one or multiple Workspaces, or they can create their own. It’s easy to browse Workspaces within the same organization and to switch between them. Here is how it works.

Some of the common scenarios where you can join or sign up to a workspace include the following:

  1. If you are invited by someone to join their workspace.
  2. If your enterprise administrator adds you to your enterprise workspace through SSO or API.
  3. If you use a business email address to sign up, you can join any other workspace that matches your email domain. In such cases, the system only creates a User identity for you and adds you to the selected workspace.
  4. If you sign up using Single Sign-On (SSO) options like Google or Office 365, the platform will use your email domain as the Workspace name. For example, if your email address is john@doe.com, your workspace will be created as ‘doe.com’. You can always change the Workspace name from the Profile menu.
  5. If you sign up using the email address verification option, you can define your workspace name during signup.
  6. If you are the first user of a workspace, i.e., if you have created the workspace, you will automatically become the Workspace Owner.
  7. Additional users can be invited to a workspace using the ‘Invite Team’ option or inviting users to a particular assistant.
  8. A user can belong to multiple workspaces.

Join a Workspace

Before setting up your Workspace, you need to sign up to the Kore.ai XO Platform.

If your email domain matches existing Workspaces within the XO Platform, then it means that your organization is already working on projects you may want to join. The Platform lists matching Workspaces and you can Request Access to them as soon as you sign up. If you are part of a team, but you are not managing it, then this is the recommended way to proceed.

Create Your Workspace

If you are managing a team, as part of your organization’s VA development projects, then you may want to create your own Workspace. You can do so by choosing Create New, rather than requesting access to an existing Workspace.

To create your Workspace, you will need to provide a Name, and invite the first members by entering their email addresses. Those who accept your invitation will gain access to this Workspace exclusively.

Invite Members

After the Workspace has been created, Administrators can invite new members using the Invite option on the main landing page, in the top navigation menu.

Note: By default, the Invite Members option at the Builder level is visible for the admins with the ‘Master Admin’ role. For admins with custom administrator roles, the Invite permission should be enabled in the role management. Learn more.


Switch Workspaces

Team members can switch workspaces, using the switcher at the top right, next to the profile area.

Browse Workspaces

Team members can also Browse Workspaces to see those that are active within your organization, and to which access can be requested. This option lists Workspaces based on the email domain.

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