Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Request a Feature
Conversation Designer
Dialog Tasks
Mock Scenes
Dialog Tasks
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
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
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
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
Digital Forms
Digital Views
NLP Optimization
ML Engine
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
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
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment Metrics
Smart Bots
Universal Bots
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Manage Assistant
Plan & Usage
Usage Plans
Support Plans
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
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
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
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On
Security Settings
Cloud Connector
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  4. Overview
  5. Navigating the XO Platform

Navigating the XO Platform



How to Access the XO Platform?


This article takes you through the main sections and menu items you will be using while working with the XO Platform. 

Throughout this article and within the XO Platform itself, a Virtual Assistant is also called a Bot

To get started navigating the XO Platform, log into your account and select the Virtual Assistants tab.

Explore The Landing Page

After you sign in, you are directed to the landing page, which is, essentially, your account homepage.  This page preselects the Virtual Assistants tab.

The Top Menu

The top menu available on the landing page provides access to the following options:

  1. Access the Virtual Assistants in your account:
  2. Reach your Process Apps,
  3. Access the Data section,
  4. Invite Members to your account,
  5. Access the Contextual Help section.
  6. Switch Workspace, if you are part of more than one team.
  7. Access the Profile section, which allows you to reach the following features:
    • View and edit your Profile;.
    • Set the App Language – to switch the platform’s language;.
    • Access the Admin Console – only if you are an Administrator. This is where you can manage your account and associated assets.
    • Log out.

The Bots List

The bots list is where you can find all the VAs being developed within your account. It provides access to the following:

  1. View All Bots which includes My Bots i.e bots developed by you and Shared Bots i.e virtual assistants shared with you for development by co-developers  who are part of your organization’s account (These are marked with a Shared icon.). Within this area, you can:
    • Search your list of Virtual Assistants.
    • Filter the list restricting it to VAs created by you or shared with you;
    • Sort the list either ascending or descending by name, creation date, date modified, bot owner name;
    • Toggle between Tile View or List View.

Create a New Virtual Assistant

  1. From Scratch
  2. By installing a template,
  3. By importing a Bot.

Explore The XO Platform 

The following sections describe the menu options that are available once you open any virtual assistant from your account.

The Top Menu

This navigation menu has been significantly updated, starting with version 9.0 of the platform. For a comparative list between the 9.0 and earlier versions, please see <a href="

All the actions available within the XO Platform can be accessed from this menu, which is organized as follows: 

  1. Landing page icon – You can use this icon to reach the main VA tab landing page.
  2. VA implementation actions:\
    • Build – This section is where you can work on building your Virtual Assistant.
    • Deploy – Here is where you can configure channels, publish your VA, integrate it with other services, etc.
    • Analyze – This is where you can find data on your VA’s conversations and performance, as well as NLP, usage and containment metrics.
    • Manage – Here is where you can manage the team of developers working on your VA, view your Platform plan, usage and invoices. 
  3. VA dropdown list – Lets you switch between the various versions of the current virtual assistant; You can also search and switch to any virtual assistant within your account;
  4. Search for a feature or menu item;
  5. Status tracker icon;
  6. Language icon to switch the VA’s language;
  7. Help area, where you can access a comprehensive support section that will help you get started. There are links to learning tools and resources, as well as contextual help, which shows you valuable links and content, depending on where you are within the Platform. Please see Help and Learning Resources for details.
  8. Switch Accounts: If you are part of more than one account, then you can switch between them here.
  9. Profile picture to access your profile.


The Left Navigation Menu

The Left Navigation Menu is different, depending on the section you select within the Top Menu. 

Note: You can pin a frequently used menu item to the top of the left menu using the pin icon, next to the corresponding menu item.


Here is what the Left Navigation Menu looks like within each section of the builder:


  • Summary for a bird’s eye view of all the VA configuration and capabilities.
  • Conversation Skills – basic tools for building your VA’s conversational skills:
    • Storyboard – an intuitive conversation designer and builder
    • Dialog Tasks – a full conversational flow between a user and a VA
    • Knowledge Graph – to turn your static FAQ text into an intelligent, personalized conversational experience
    • Small Talk – for the casual conversations that a VA can have with the end-users.
    • Alert Tasks – to deliver timely, relevant, and personalized information from enterprise systems to customers and employees
  • Digital Skills
    • Digital Forms – for an interactive User Interface for easy and efficient capture of all the information from the user will be ideal.
    • Digital Views  – to design interactive components, panels, and widgets, to proactively present relevant information to your customers
  • Natural Language for all aspects related to VA training, and related settings. 
  • Intelligence to handle nuances related to human conversations, including events, interruptions,  entity amendments, multi-intent detection, sentiment management, standard responses, etc.
  • Testing to include Utterance Testing, Batch Testing and Conversation Testing.
  • Configurations, including general settings, languages, functions, authorisations, variables, etc. 


    The Deploy section is used to make the VA available to others. This section includes:

    1. Channels
    2. Publish – A quick-access option to take your VA live.
    3. Integrations, including: Agent Transfer, Botkit, Web/Mobile SDK, Apps and Scopes;
    4. Bot Management, including: Versioning, Import & Export, and Delete;
    5. Change Logs to track the changes being made to the VA.


    This section is used to analyze and gain insight into your VA’s activity. It includes:

    1. Overview Dashboard that helps see a general overview of your VA’s activity.
    2. Conversation Dashboard to access conversation related statistics.
    3. Users Dashboard to monitor user activity within your VA.
    4. Performance Dashboard to view statistics related to intent identification, goal completion or successful API and script execution.
    5. Custom Dashboard to build your own analytics and reports
    6. NLP Insights to track intent detection and make appropriate corrections in the training model.
    7. Conversation History to view conversation related statistics.
    8. Conversation Flows to visualize the journey of various VA-user interactions across conversation sessions in a given time period.
    9. Usage Metrics to track the general usage of your VA. 
    10. Containment Metrics for insights into how effectively customers are engaging with the VA vs. transferring to agents or dropping off.


    This section provides access to the following:
    1. Team – to manage the team working on your VA,
    2. Plan & usage details – to view information about your plan and the way it’s being used,
    3. Invoices – access your invoices.