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
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
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
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
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
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
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
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
Authorization
Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
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
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
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
SDK Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Overview
  5. Where to find what

Where to find what

This document is aimed at giving you an overview of the virtual assistant platform as a guide to the various feature offerings.

Legacy UI

The legacy Bot Builder has the left navigation menu which slides out on hover.

New UI

The new Bot builder has the elements categorized into main and sub-menu items. The main menu items are available in the top menu while in the corresponding left navigation panel you will find the menu items.

Tasks

Feature/
Functionality
Legacy UI New UI (v9.0)
Storyboard Storyboard Build -> Conversation Skills -> Storyboard
Small Talk Bot Tasks -> Small Talk Build -> Conversation Skills -> Small Talk
Dialog Tasks Bot Tasks -> Dialog Tasks Build -> Conversation Skills -> Dialog Tasks
Alert Tasks Bot Tasks -> Alert Tasks Build -> Conversation Skills -> Alert Tasks
Information Tasks Bot Tasks -> Information Tasks Deprecated
Action Tasks Bot Tasks -> Action Tasks Deprecated
Knowledge Graph Bot Tasks -> Knowledge Graph Build -> Conversation Skills -> Knowledge Graph
Forms Bot Tasks -> Digital Forms Build -> Digital Skills -> Digital Forms
Widget & Panels Bot Tasks -> Digital Views Build -> Digital Skills -> Digital Views

Natural Language

Feature/
Functionality
Legacy UI New UI (v9.0)
Bot Synonyms
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Bot Synonyms
Utterances
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training -> Intents
Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Negative Patterns
(enabling)
Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings
Negative Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Negative Patterns Build -> Natural Language -> Training -> Intents
Rules
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Synonyms
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Entities
Patterns
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Entities
Synonyms
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Fields
Patterns
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Fields
Add Concepts Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training
Add Traits Natural Language -> Training -> Traits Build -> Natural Language -> Training
Validate ML Model Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Import/Export Utterances Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Set Thresholds & Configurations
for various NL engines
Natural Language -> Training -> Thresholds & Configurations Build -> Natural Language -> Thresholds & Configurations
Auto training for ML Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings

Intelligence & Settings

Feature/
Functionality
Legacy UI New UI (v9.0)
Default Dialog Natural Language -> Default Conversation Build -> Intelligence -> Default Dialog
Configure Events
(previously Event Handlers)
Natural Language -> Default Conversation  Build -> Intelligence -> Events
Interruption Handling Natural Language -> Intelligence  Build -> Intelligence -> Manage Interruptions
Multi Intent detection Natural Language -> Intelligence  Build -> Intelligence -> Multi intent Detection
Amend entities Natural Language -> Intelligence  Build -> Intelligence -> Amend Entity
Sentiment Management Natural Language -> Intelligence  Build -> Intelligence -> Sentiment Management
Standard Responses Natural Language -> Default Conversation Build -> Intelligence-> Standard Responses
Ignore Words & Fields Natural Language -> Intelligence Build -> Intelligence -> Ignore Words & Fields
Bot Settings Settings -> Config Settings  Build -> Configurations -> General Settings
Language enablement Settings -> Config Settings  Build -> Configurations -> Languages
Data Redaction Settings -> Config Settings Build -> Configurations -> PII Settings
Auth Profiles Settings -> Config Settings Build -> Configurations -> Authorization Profiles
Manage Sessions Settings -> Config Settings Build -> Configurations -> Manage Sessions
Environment Variables Settings -> Config Settings Build -> Configurations -> Environment Variables
Content Variables Settings -> Config Settings Build -> Configurations -> Content Variables

Testing

Feature/
Functionality
Legacy UI New UI (v9.0)
Utterance Testing Testing -> Utterance Testing Build -> Testing -> Utterance Testing
Batch Testing Testing -> Batch Testing Build -> Testing -> Batch Testing

Metrics

Feature/
Functionality
Legacy UI New UI (v9.0)
Usage Metrics Dashboard -> Usage Metrics Analyze -> Usage Metrics
Custom Dashboards Dashboard -> Custom Dashboards Analyze -> Custom Dashboards
Containment Metrics Dashboard -> Containment Metrics Analyze -> Containment Metrics
NLP Metrics
(previously Metrics)
Analyze -> Metrics Analyze -> NLP Metrics
Conversation Flows Analyze -> Conversation Flows Analyze -> Conversation Flows

Miscellaneous

Feature/
Functionality
Legacy UI New UI (v9.0)
Channel Enablement Channels Deploy -> Channels
Agent Transfer API Extensions -> Agent Transfer Deploy -> Integrations -> Agent Transfer
Bot Kit API Extensions -> BotKit SDK Deploy -> Integrations -> BotKit
Web/Mobile SDK API Extensions -> Web/Mobile SDK Deploy -> Integrations -> Web/Mobile SDK
Apps API Extensions -> Apps Deploy -> Integrations -> Apps
API Scopes API Extensions -> API Scopes Deploy -> Integrations -> API Scopes
Publish Bot Publish Deploy -> Bot Management -> Publish
Versioning Settings -> Bot Management Deploy -> Bot Management -> Bot Versions
Import/Export Bot Settings -> Bot Management Deploy -> Bot Management -> Import & Export
Delete Bot Settings -> Bot Management Deploy -> Bot Management -> Delete Bot
Team Collaboration
(previously Invite Developer)
Settings -> Bot Management Manage -> Team
Plan details NA Manage -> Plan & Usage
Invoices NA Manage -> Invoices

Universal Bot

These are the features specific to Universal Bots, for other features refer to the above sections.

Feature/
Functionality
Legacy UI New UI (v9.0)
Linked Bot Bot Tasks -> Linked Bot Build -> Conversational Skills -> Linked Bot
Widgets & Panels NA Build -> Digital Skills -> Digital Views
Linked Bot Training Natural Language -> Training Build -> Natural Language -> Linked Bot Training

Where to find what

This document is aimed at giving you an overview of the virtual assistant platform as a guide to the various feature offerings.

Legacy UI

The legacy Bot Builder has the left navigation menu which slides out on hover.

New UI

The new Bot builder has the elements categorized into main and sub-menu items. The main menu items are available in the top menu while in the corresponding left navigation panel you will find the menu items.

Tasks

Feature/
Functionality
Legacy UI New UI (v9.0)
Storyboard Storyboard Build -> Conversation Skills -> Storyboard
Small Talk Bot Tasks -> Small Talk Build -> Conversation Skills -> Small Talk
Dialog Tasks Bot Tasks -> Dialog Tasks Build -> Conversation Skills -> Dialog Tasks
Alert Tasks Bot Tasks -> Alert Tasks Build -> Conversation Skills -> Alert Tasks
Information Tasks Bot Tasks -> Information Tasks Deprecated
Action Tasks Bot Tasks -> Action Tasks Deprecated
Knowledge Graph Bot Tasks -> Knowledge Graph Build -> Conversation Skills -> Knowledge Graph
Forms Bot Tasks -> Digital Forms Build -> Digital Skills -> Digital Forms
Widget & Panels Bot Tasks -> Digital Views Build -> Digital Skills -> Digital Views

Natural Language

Feature/
Functionality
Legacy UI New UI (v9.0)
Bot Synonyms
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Bot Synonyms
Utterances
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training -> Intents
Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Negative Patterns
(enabling)
Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings
Negative Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Negative Patterns Build -> Natural Language -> Training -> Intents
Rules
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Synonyms
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Entities
Patterns
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Entities
Synonyms
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Fields
Patterns
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Fields
Add Concepts Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training
Add Traits Natural Language -> Training -> Traits Build -> Natural Language -> Training
Validate ML Model Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Import/Export Utterances Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Set Thresholds & Configurations
for various NL engines
Natural Language -> Training -> Thresholds & Configurations Build -> Natural Language -> Thresholds & Configurations
Auto training for ML Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings

Intelligence & Settings

Feature/
Functionality
Legacy UI New UI (v9.0)
Default Dialog Natural Language -> Default Conversation Build -> Intelligence -> Default Dialog
Configure Events
(previously Event Handlers)
Natural Language -> Default Conversation  Build -> Intelligence -> Events
Interruption Handling Natural Language -> Intelligence  Build -> Intelligence -> Manage Interruptions
Multi Intent detection Natural Language -> Intelligence  Build -> Intelligence -> Multi intent Detection
Amend entities Natural Language -> Intelligence  Build -> Intelligence -> Amend Entity
Sentiment Management Natural Language -> Intelligence  Build -> Intelligence -> Sentiment Management
Standard Responses Natural Language -> Default Conversation Build -> Intelligence-> Standard Responses
Ignore Words & Fields Natural Language -> Intelligence Build -> Intelligence -> Ignore Words & Fields
Bot Settings Settings -> Config Settings  Build -> Configurations -> General Settings
Language enablement Settings -> Config Settings  Build -> Configurations -> Languages
Data Redaction Settings -> Config Settings Build -> Configurations -> PII Settings
Auth Profiles Settings -> Config Settings Build -> Configurations -> Authorization Profiles
Manage Sessions Settings -> Config Settings Build -> Configurations -> Manage Sessions
Environment Variables Settings -> Config Settings Build -> Configurations -> Environment Variables
Content Variables Settings -> Config Settings Build -> Configurations -> Content Variables

Testing

Feature/
Functionality
Legacy UI New UI (v9.0)
Utterance Testing Testing -> Utterance Testing Build -> Testing -> Utterance Testing
Batch Testing Testing -> Batch Testing Build -> Testing -> Batch Testing

Metrics

Feature/
Functionality
Legacy UI New UI (v9.0)
Usage Metrics Dashboard -> Usage Metrics Analyze -> Usage Metrics
Custom Dashboards Dashboard -> Custom Dashboards Analyze -> Custom Dashboards
Containment Metrics Dashboard -> Containment Metrics Analyze -> Containment Metrics
NLP Metrics
(previously Metrics)
Analyze -> Metrics Analyze -> NLP Metrics
Conversation Flows Analyze -> Conversation Flows Analyze -> Conversation Flows

Miscellaneous

Feature/
Functionality
Legacy UI New UI (v9.0)
Channel Enablement Channels Deploy -> Channels
Agent Transfer API Extensions -> Agent Transfer Deploy -> Integrations -> Agent Transfer
Bot Kit API Extensions -> BotKit SDK Deploy -> Integrations -> BotKit
Web/Mobile SDK API Extensions -> Web/Mobile SDK Deploy -> Integrations -> Web/Mobile SDK
Apps API Extensions -> Apps Deploy -> Integrations -> Apps
API Scopes API Extensions -> API Scopes Deploy -> Integrations -> API Scopes
Publish Bot Publish Deploy -> Bot Management -> Publish
Versioning Settings -> Bot Management Deploy -> Bot Management -> Bot Versions
Import/Export Bot Settings -> Bot Management Deploy -> Bot Management -> Import & Export
Delete Bot Settings -> Bot Management Deploy -> Bot Management -> Delete Bot
Team Collaboration
(previously Invite Developer)
Settings -> Bot Management Manage -> Team
Plan details NA Manage -> Plan & Usage
Invoices NA Manage -> Invoices

Universal Bot

These are the features specific to Universal Bots, for other features refer to the above sections.

Feature/
Functionality
Legacy UI New UI (v9.0)
Linked Bot Bot Tasks -> Linked Bot Build -> Conversational Skills -> Linked Bot
Widgets & Panels NA Build -> Digital Skills -> Digital Views
Linked Bot Training Natural Language -> Training Build -> Natural Language -> Linked Bot Training
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