Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Design
Develop
Dialog Task
Working with User Intent Node
Working with the Dialog Node
Working with Entity Node
Supported Entity Types
Working with Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Working with Message Nodes
Working with the Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Action & Information Task
Working with Action Tasks
Working with Information Tasks
Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Graph
Terminology
Building Knowledge Graph
Generation of Knowledge Graph
Importing and Exporting Knowledge Graph
Knowledge Graph Analysis
Knowledge Extraction
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
NLP Settings and Guidelines
Bot Intelligence
Overview
Context Management
Session and Context Variables
Context Object
Dialog Management
Sub-Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talking to Bot
Utterance Testing
Batch Testing
Recording Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Universal Bots
Defining
Creating
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
Using Bot Variables
API Guide
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Kore.ai Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Web Socket Connect & RTM
Using the BotKit SDK
Installing the BotKit SDK
BotKit SDK Configuration
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Overview
Using Single Sign-On
Cloud Connector
Analytics
Billing
Bot Store
Overview
Creating a Kore.ai Bot Account
Adding a Kore.ai Bot
Choosing a Channel for a Bot
Interacting with a Kore.ai Bot
Setting Up Web Service Alerts
Setting Up RSS Alerts
Setting Up the Kore.ai Webhook Bot
Custom Kore.ai Bots
Bots for your Customers FAQs
Bots for your Workforce FAQs
Adding Bots
Contacting Kore.ai Support
Setting Up Filters
Bot Store Settings
How Tos
Context Switching
Using Traits
Live Agent Transfer
Schedule a Smart Alert
Configure Agent Transfer
Custom Dashboard
  1. Home
  2. Docs
  3. Bots
  4. How Tos
  5. How to Create Custom Dashboard

How to Create Custom Dashboard

In this How-To, we will explore a scenario in a Banking Bot, where, various metrics will be used to analyze the bot performance and track some trends for business needs.

For details on what Custom Dashboards are and how they are implemented in the Kore.ai Bots platform, refer here.

Problem Statement

A Banking Bot client wants to track the following metrics:

  • Usage Statistics based upon the customer type;
  • Transaction value breakup;
  • Day-wise task success vs failure trends;
  • Channel-wise usage details;
  • Top tasks that are failing.

This document gives a detailed step-by-step approach to achieving all the above-mentioned scenarios using Custom Dashboard.

This is the Dashboard we will be building:

Pre-requisites

  • Bot building knowledge.
  • Custom Meta Tags usage, refer here for more.
  • A Banking Bot with the dialogs as mentioned below:
    • Transfer Money – Dialog task walking the user through the steps in transferring money.

      In this diaog, we have included a Script node to add Custom Meta Tag, TransferValue, based upon the amount transferred. Following script was used:

      if(context.entities.TransferAmount[0].amount > 50000){
         tags.addSessionLevelTag("TransferValue","HighValue");
      }
      
      if(context.entities.TransferAmount[0].amount > 10000)
      tags.addSessionLevelTag("TransferValue","MediumValue");
      
      if(context.entities.TransferAmount[0].amount > 0)
      tags.addSessionLevelTag("TransferValue","LowValue");

    • Manage Payee – For the user to manage their payee list.

      Here we have a Script assigning customerType meta tags:

      if(context.custType == 3){
         tags.addUserLevelTag("CustomerType","Premium");
      }
      if(context.custType == 2){
         tags.addUserLevelTag("CustomerType","Gold");
      };
      if(context.custType == 1){
         tags.addUserLevelTag("CustomerType","Regular");
      };

Implementation

Let us consider how each of the metrics mentioned in the problem statement can be implemented using widgets from the Custom Dashboard.

  1. From the left navigation panel, under Dashboard click Custom Dashboard.
  2. Create New Dashboard.
  3. Use the Add Widget button to add widgets for each of the above scenarios.
  4. Following sections give the details for each widget.

Dollar Value Breakup

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelectsessionTag.TransferValue as TransferValue,count(taskName)
      This will let the platform know what data to fetch. Here we are using the session tag values added to the Transfer Amount task against the total number of tasks executed.
    • Group BysessionTag.TransferValue
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Pie chart
    2. Set Dimension to TransferValue
    3. Set Metrics to count(taskName)

  4. See the Preview and if all is fine Update to Dashboard

Customer Type Summary

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelectuserTag.CustomerType as CustomerCategory, count(taskName)
    • Group ByuserTag.CustomerType
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Bar chart
    2. Set Dimension to CustomerCategory
    3. Set Metrics to count(taskName)

  4. See the Preview and Update to Dashboard

Task Fulfillment Trend

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • Selectdate,metricType, count(metricType) as TotalTasks
    • Filter BymetricType = ‘successtasks’ or metricType = ‘failedtasks’
      We want to see only Success or Failed Tasks
    • Group Bydate,metricType
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Bar chart
    2. Set Dimension to date
    3. Set Metrics to TotalTasks
    4. Set Overlay to metricType

  4. See the Preview and Update to Dashboard.

Top Failure Tasks

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelecttaskName as TaskName,count(taskName) as Failures
    • Filter BymetricType = ‘failedtasks’
      We want to see only Failed Tasks
    • Group BytaskName
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Table chart
    2. Set Dimension to TaskName and Failures

  4. See the Preview and Update to Dashboard

Channel Volume Trend

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetMesages
    • Selectdate,channel,count(messageId)
    • Group Bydate,channel
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Line chart
    2. Set Dimension to date
    3. Set Metrics to count(messageId)
    4. Set Overlay to channel

  4. See the Preview and Update to Dashboard

You Custom Dashboard is ready. Setting the Date Range will give you the required metrics for the business scenarios.

Menu