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. Using the Dialog Builder Tool

Using the Dialog Builder Tool

This topic describes the user interface for creating a conversational flow between a user and a Virtual Assistant in a dialog task using the Dialog Builder tool in Kore.ai XO Platform.

The following sections detail the properties for this node in the new dialog builder, introduced in v9.0 of the platform. For the details related to the older legacy builder, refer here.

Dialog Builder

In the Search field, you can search component titles for any letters or words using find-as-you-type. Search matches are highlighted in the component titles.

Adding Nodes

In ver9.0 of the platform, Conversation Driven Dialog Builder was introduced. This dialog builder allows you to build the dialog tasks in one of the following three ways:

Drag and drop

You can add nodes by dragging the node from the panel to the designated place in the dialog task. Use the drop-down to reuse existing nodes and drag and drop the same.

Dialog Canvas

Use the + button next to the node where you want to add another node. You can either add a new node or use an existing node.

You can use the Add Node button visible on hover over the connector line, to add nodes between two existing nodes. You can create a new node or pick from the existing node list.

Node Properties

From the Properties panel you can access:

  • Component Properties like name, type, and component-specific properties.
  • Instance Properties can be customized for the selected node for the current dialog.
  • Connection Properties can be used for setting the transition conditions.
  • NLP Properties for intent and entity recognition.
  • Voice Call Properties for IVR channels (available for certain nodes only after IVR integration).

Depending on the type of component added, you can define various settings in the Properties panel. For more information, see the corresponding component types of documentation.

VA Action Nodes

Note: This node was introduced in v9.0 of the platform as a container for Service, Script, etc nodes.

VA Action nodes include the following nodes which need processing by the VA without user interaction:

  • Service Node
  • Script Node
  • Logic Node
  • Webhook Node
  • Process

To access these above-mentioned nodes follow the below steps:

  1. Add VA Action node in the respective position
  2. Click the expand (+) button next to the VA action node
  3. The nodes panel will be replaced with the VA Action Nodes panel
  4. Add any node from here, using either the + or drag and drop
  5. Nodes inside the VA action node cannot be connected directly to any node outside the VA action.
  6. For the nodes inside the VA action node, the following connections can be configured:
    • Node Connections – this option can be used to define the connection rules connecting to nodes within the VA action node. It can be configured to:
      • any node within the corresponding VA action node;
      • Not Connected;
      • End of Virtual Assistant Action – this would take the bot flow to the node connected to the bot action node;
    • VA Action Connections – this option can be used to define the connection rules connecting to a node outside of the current Virtual Assistant Action. These rules would be applied to the VA action node as a whole.

Grouping Nodes

You can group nodes to improve the user experience with follow-ups, digressions, and amending entity values.

To add a group node to the dialog task, follow the below steps:

  1. Open the Dialog Task where you want to add the Group node.
  2. Create a group using the ctrl key and the mouse action of selection covering one or more nodes in the dialog definition. (for pre-v9.0 use the mouse action of selection covering one or more nodes in the dialog definition.)
  3. You can rename, configure, or delete a group.

Options Menu

The Options menu is your access to Dialog Builder tool settings and commands such as view settings, dialog task settings, and dialog import and export. To access commands,

  • For the Options menu, click icon on the top-right of the Dialog Builder as shown in the following illustration. If Variable Namespace is enabled for the Virtual Assistant, you can see an additional Manage Variable Namespaces option.

Display Options

You can use Display Options to reduce unnecessary node information and better utilize screen real estate.
You can show or hide some or all node types, node details, or connection details displayed in the Dialog Builder.

  • Show All to show all the node information.
  • Hide Node Type to remove the node name.
  • Hide Node Details to remove node descriptions.
  • Hide All to show only basic node information.

Zoom Controls

Zoom Options are used to:

  • Fit to Page – Resizes Dialog Builder components and connections to fit within the display screen resolution for a single, non-scrolling page.
  • Reset Zoom – Resets zoom settings to actual size.

Additional Zoom Option controls are available at the bottom-left of the Dialog Task builder shown in the following illustration.

Dialog Settings

The Dialog Settings dialog allows you to modify the dialog task basic settings, and if desired, set the visibility of a dialog to create a hidden dialog task that is available for use, but not shown as a VA task.

Add or modify the following settings for each dialog:

  • Name – The name of your dialog task, usually the main user intent. For example, Pay Bills.
  • Description – An optional description of your dialog task.
  • Options – Specify the behavior of this dialog task to the end-user:
    • Sub intent only dialog – Task is invoked only as a sub-task when another task is in progress. The task is not presented as a VA task when the user requests help.
    • Hide from help – Task is not presented as a VA task when the user requests for help. Users can invoke this task anytime while talking to the Virtual Assistant. Note this option is selected automatically when the previous option is selected.
  • Follow-up Task – Follow-up task array contains all the intents detected from user utterances from this dialog. You can either:
    • Handle the follow-up tasks as part of node connections (default setting).
    • Let the user select the follow-up task.
  • Task Execution Failure – Define the Virtual Assistant behavior when there is an error in task execution. It can be set as either:
    • Same as the VA Level behavior
    • Specific to this task – initiate a task, run script, or show a message.

Troubleshooting

A real-time set of errors and warnings are available as you define your dialog task located on the top-right of the Dialog Builder. Click the information icon to display any errors or warnings as shown in the following illustration.

Menu