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 Tasks
Knowledge Ontology
Building Knowledge Graph
Importing and Exporting Bot Ontology
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
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
  1. Home
  2. Docs
  3. Bots
  4. How Tos
  5. How to Schedule a Smart Alert

How to Schedule a Smart Alert

In this How-To, we will explore a scenario in a Bot, say traveling Bot, where the user needs to be provided with weather updates daily for a preferred location. We will be using an Alert task to achieve the same. We will also see how auto subscription can be enabled on this Alert task, making it smart.

For details on what Alert task is and how it is implemented in the Kore.ai Bots platform, refer here.

Problem Statement

A registered user of a Bot needs to be sent a weather update in the form of an alert, on a pre-specified time of the day and/or at a specified interval of time.

In this document, we will show how an Alert Task can be used to cater to such situations and take appropriate action.

Pre-requisites

  • Basic Bot building knowledge.
  • A working Bot, we are using a Travel Bot.
  • Access to a web service that gives a weather updates. We are using a REST service hosted at: http://api.openweathermap.org. If you want to use this service, you need register to their free alert service as we will be using the API key to access their APIs.

Implementation

Setting Alert Task

Alert tasks can be used to deliver timely, relevant, and personalized information from enterprise systems to customers and employees by polling the relevant service in real-time or according to a user-defined schedule.

Steps:

  1. From Bot Tasks add an Alert Task (click on the + in the Alert Tasks card). On
    the task details page:

    1. Enter a Task Name, say Get Daily Weather
    2. Choose the Connection Type, we will go with Webservice
    3. Choose the Connection Mode, we will be using REST
    4. Click Create & Proceed
  2. You will be directed to the Alert Settings page
    1. Review and modify the General Settings if needed. For our use case, we do not need to modify any settings here.
    2. Select the API Request tab
      1. Ensure that the Content Type is set to JSON
      2. We do not need to set Authorization Provider for our use case. Configure the same if the API you are using has any authorization requirements.
      3. Set Parameter to gather the preferred City from the User. Ensure that it is set as a Mandatory field. This is the API requirement.
      4. We will not need any Initializer requirements for our use case. Use this in case any JavaScript needs to be executed before the request is sent.
      5. Under Request click Add API to add the service API that needs to be invoked. We are using a GET method from the following API: http://api.openweathermap.org/data/2.5/weather?q={cityname}&APPID=<your-app-id>
        • The APPID in the above url is assigned to you by OpenWeather when you sign up. You can find it from the API keys section after you login to your account.
        • Notice that the Parameters list is populated automatically with the parameters entered earlier.
        • Save the API.
        • Test the API to ensure that the configuration is proper. Enter a sample city name, when prompted and ensure you get a success message and a proper Response.
      6. Save the response.
    3. Next we need to format the Bot Response. For our use case, we will be parsing the weather description, temperature and humidity details returned by the API call to be presented to the user.
      We are using the following rich text to achieve the same:

      Todays weather details: <%=weather[0].description%>
      Temperature: <%=main.temp%>
      Humidity: <%=main.humidity%>


      The values returned by the API call can be accessed from the Variable Keys option. Clicking Variable Keys opens the Request/Response Keys window. The various variables available are categorized. Expand Response Keys section to access the response from API call and select the key for the value you want to display and click OK, the key will be inserted in the editor in the appropriate format, for example for the following selection –<%=weather[0].description%>

    4. Select Setttings tab and expand the Schedule section. Use this section to configure an initial schedule, these are the options that are provided to the user to choose from for the initial setup.
      For example, in this example, we have set the schedule to be at 10:30 am daily followed by an update every 4 hrs. The user may choose just once at 10:30 am and not get the further updates.
    5. Finish Setup

Execution

Before publishing and sharing the Bot with a user, you can test it from the Talk to bot feature.

  1. Launch Talk to bot.
  2. Initiate the schedule task, Get Daily Weather (name of the Alert Task we configured).
  3. You will be prompted to enter city name.
  4. Next you will be prompted to enter a specific time, you can enter a time or enter “every x minutes”.
  5. As you can see if the time you enter does no match the scheduled time configured, the nearest time will be presented. Same is the case with the frequency setting.
  6. This is a one-time setup. From this point onwards whenever you launch Talk to Bot for this Bot, you will be given the Weather Alert at the specified time.
  7. The user can trigger the task using the Alert Task name, just like any other Dialog Task and set up the alert manually. The experience User will have when they start using your Bot will be similar to the above-mentioned flow.

Smart Alert

You can set the alert for the user automatically by adding the Alert Subscription Service type Service node in, say, a welcome dialog task.

  1. Add a Service Node in the Dialog which will act as the trigger for the Alert Task.
  2. Set the Service Type to be Alert Subscription Service.
  3. Click Edit Request and select the already configured Alert Task, in this case Get Daily Weather.
  4. You will be navigated to the Smart/Automatic Alerts window
  5. Set up the Alert Parameters as required.
  6. Set the Alert Frequency
  7. You can set the Alert Expiry values based upon either the duration of the subscription or the number of notifications sent, these will come in handy in case your subscription to the service is limited. Here we have set the Number of Notification to maximum value.
  8. You can also define the Alert Ugrade behavior in case the Alert task is updated and published.
  9. Save
  10. On setup, the first time this service node is hit the subscription will be in effect without user intervention.

NOTE: Only published Alert Tasks are available for Alert subscription.

Menu