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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
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Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Web SDK Tutorial
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Analyze the Assistant
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ADMINISTRATION
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  1. Home
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  3. Virtual Assistants
  4. How Tos
  5. Using Global Variables

Using Global Variables

Kore.ai bots platform provides a way to declare and use variables within the bot. These variables can be used to capture values that are commonly used by different tasks, nodes, and other bot elements

In this How-To, we will explore a scenario in a Banking Bot, where Bot Variables can be used. We will see how Global Variables can be used to pass API endpoints and change them easily when migrating from development to testing to production environments.

For details on what Bot Variables are and how they are implemented in the Kore.ai Bots platform, refer here. For a use case with Content Variables, refer here.

Problem Statement

In our Banking Bot, we have two tasks:

  1. Get Balance which makes a service call with a given account number to get the balance in that account
  2. Update Balance which makes a service call to update a given account with the specified amount.
  3. Both the above tasks call the same service and the service API endpoint changes for development, testing, and production environments.
  4. Changing the service call in both the Dialog Tasks is cumbersome and leading to errors, if the change is not done properly.

In this document, we will see how Global Variable can be used to store the API endpoint and use it for the service calls.

Pre-requisites

  • Bot building knowledge
  • A Banking Bot with the dialogs as mentioned below:
    • Get Balance – Dialog task prompting the user for their Account Number and displaying the available balance in the account.
    • Update Account – Dialog task prompting the user for Account Number that needs to be updated, the Amount to be updated and whether the amount needs to be credited or debited and updating the Account balance accordingly.

Implementation

Declaring a Global Variable to hold the API endpoint will help the transition easier and faster.

  1. Open the Banking Bot.
  2. Select the Build tab from the top menu
  3. From Configurations select the Environment Variables section.
  4. Click Add Variable to open the corresponding window.
  5. Enter Variable Name and Variable Value. For this use case, were are calling the Variable accountURL, and for value, we are entering the Service API call endpoint.
  6. Save.
  7. Now open the Get Balance Dialog Task.
  8. Select the GetAccountBalance Service Node.
  9. Click Edit Request under the Request Definition
  10. Replace the request URL with the Global Variable created above. using the env prefix followed by any parameters needed. In this case:
    {{env.accountURL}}{{context.entities.AccountNumber}}
  11. Repeat for Update Balance Dialog Task.
  12. Now when you Export and Import the Bot to another environment, all you need to worry about is to change the value of the Global Variable and the changes will be effective in both the Dialog Tasks.
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