GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Working with the Builder
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations

CONCEPTS
Design
Storyboard
Dialog Tasks
Overview
Dialog Builder
Node Types
Intent Node
Dialog Node
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Group Node
Agent Transfer
User Prompts
Voice Call Properties
Dialog Task Management
Connections & Transitions
Component Transition
Context Object
Event Handlers
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Add Knowledge Graph to Bot
Create the Graph
Build Knowledge Graph
Add FAQs
Run a Task
Build FAQs from an Existing Source
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Training
Knowledge Graph Analysis
Knowledge Graph Import and Export
Importing Knowledge Graph
Exporting Knowledge Graph
Creating a Knowledge Graph
From a CSV File
From a JSON file
Auto-Generate Knowledge Graph
Alert Tasks
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Views
Introduction
Panels
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Introduction
ML Engine
Introduction
Model Validation
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NLP Configurations
NLP Guidelines
Intelligence
Introduction
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterence Testing
Batch Testing
Conversation Testing
Deploy
Channels
Publish
Analyze
Introduction
Conversations Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
Conversation Flows
NLP Metrics
Containment Metrics
Usage Metrics
Smart Bots
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
Multilingual Virtual Assistants
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data Table
Table Views
App Definitions
Sharing Data Tables or Views

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
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Web SDK Tutorial
Widget SDK Tutorial
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters

APIs & SDKs
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

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
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  1. Home
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  3. Virtual Assistants
  4. Publish
  5. Publishing your Bot

Publishing your Bot

Bot Publish Status

The Kore.ai Experience Optimization Platform provides publishing flow to allow the enterprise administrators to review new bots and bot updates before they are made available to end users. The publishing workflow applies to any bot component that impacts the end user.

Every bot created in the Platform has two states:

  • In Development: Developers can make changes to any of the bot components in this state. So, when the bot is first created it is by default in the In Development state. When you publish any bot components, a published state of these components is created and these components are also available in the In Development version of the bot so that you can continue to make any necessary changes to them.
  • Published: The bot components that have approved for publishing are available in the Published state of the bot. You cannot make changes to the Published version of the bot components. The developer can pick and choose what changes are to be published during the publishing process. Enterprise admins can review the changes are approve or reject the publish request.
  • Publish Status: The Publishing Bot Status dock item checks if the publishing is completed within the specific time period. It shows the ongoing progress of the bot published. Once the publishing is completed it shows status whether the publish request is successful or failed with details.

You can switch between the two bot states using the drop-down on the top right side of any bot window.

Bot Publish Controls

End users can interact with a bot only when it is published. When you publish a Bot task,  the platform initiates a request to the Bots Admin to approve it. Depending on the Purpose defined for the bot during its initial set up, the following happens:

  • For an Employee Bot: The Bots Admin needs to select users from the enterprise Kore.ai account who can interact with the bot, and then approve the publishing request. Once that’s done, the selected users can use the bot in the selected bot channels.
  • For a Consumer Bot: Any user can use the bot in the selected channels soon after the Bots Admin approves the publishing request.
Note: The process for publishing Universal Bots is not the same as publishing Standard Bots described in this article. To publish Universal Bots, see Publishing a Universal Bot.

Publishing Tasks

Follow these steps to publish bot tasks:

Note: Only the owners of a bot can publish it. Even the developers with whom the bot is shared cannot publish it.
  1. Open the bot whose tasks you want to publish.
  2. Select Deploy tab from the top menu
  3. From the left menu select Bot Management -> Publish.
  4. The Publish page opens with all the bot tasks selected by default.
  5. Clear the checkboxes of any tasks you do not want to publish, and then click Next.
    Note: If you select to publish tasks without including the NL Model, then any unpublished training data will not be published and will be associated with the auto-created in-development version of the respective tasks.
  6. Enter any useful comments for the Bots Admin and click Confirm.

Publishable Components

Every bot components that impact end-user interactions or experience go through the publishing workflow in the Platform. These components are categorized into sections. The following is the description and the list of bot components under these sections:

 

Tasks & Languages
Tasks (Dialog, Alert, Action, and Information)
  • Tasks without published versions
  • Upgraded versions of the published tasks. It also includes language enablement. When you enable a new language in the In Development bot version, all the bot tasks appear in the publishing window with the checkbox for the new language enabled.
    Note: If you select to publish tasks without including the NL Model, then any unpublished training data will not be published and will be associated with the auto-created in-development version of the respective tasks.
Knowledge Graph (per language)
  • Level 1 terms added
  • Level 1 terms updated
  • Traits: Replaces the traits/classes in the Published version with the new set of traits/classes in In Development version with all the additions, updates, and deletions.
  • Synonyms: Replaces the Synonyms in the Published version with the new set of synonyms in the In Development version, with all the additions, updates, and deletions.
Natural Language
NL Model
  • Bot Synonyms: Replaces the Synonyms in the Published version with the new set of synonyms in the In Development version, with all the additions, updates, and deletions.
  • ML Utterances: Replaces the user utterances in the Published version with the new set of utterances from the In Development version, with all the additions, updates, and deletions.
    Note: Since ML utterances are tied to tasks, only the ML utterances associated with a task that is selected for publishing get published.
  • Task Patterns: Replaces the Task patterns in the Published version with the new set of task patterns from the In Development version, with all the additions, updates, and deletions.
    Note: Since Task patterns are tied to tasks, only the patterns associated with a task that is selected for publishing get published.
  • Field and Entity Patterns: Replaces the Field and Entity patterns in the Published version with the new set of Field and Entity patterns from the In Development version, with all the additions, updates, and deletions.
  • Entity and Fields Synonyms: Replaces the Field and Entity synonyms in the Published version with the new set of Field and Entity synonyms from the In Development version, with all the additions, updates, and deletions.
    Note: Since the Entity and Field synonyms are tied to tasks, only the synonyms associated with a task that is selected for publishing get published.

Note: If you select to publish tasks without including the NL Model, then any unpublished training data will not be published and will be associated with the auto-created in-development version of the respective tasks.

Settings
  • Standard Responses: Replaces the full set of standard responses in the Published version with the ones in the In Development version, with all the additions, updates, and deletions.
  • Default Dialog: Replaces the Default Dialog configuration in the Published version with the one in the In Development version.
  • Amend Settings: Replaces the Amend Setting configuration in the Published version with the one in the In Development version.
  • Ignore Words and Fields Memory: Replaces the full set of Ignore Words and Field Memory in the Published version with the ones in the In Development version, with all the additions, updates, and deletions.
Channels
Channels
  • Replaces the channels in the Published version with the new channels enabled, published channels whose configuration were changed, and channels that are disabled in the In Development version.
Extensions
Event Handlers The full set of selected events in the Published Version get replaced with the ones in the In Development version.
BotKit The BotKit configuration in the Published Version gets replaced with the configuration in the In Development version.
Agent Transfer The Agent Transfer configuration in the Published Version gets replaced with the configuration in the In Development version.
Web / Mobile SDK The Web / Mobile SDK Configuration configuration in the Published Version gets replaced with the configuration in the In Development version.
Settings
General Settings Replaces General Settings in the Published version with the ones in the In Development version.
Bot Variables Replaces the Bot Variables in the Published version with the ones in the In Development version.
PII Settings Replaces the PII settings in the Published version with the ones in the In Development version.
IVR Settings Replaces the IVR Settings in the Published version with the ones in the In Development version.
Hold & Resume Settings Replaces the Hold & Resume Settings in the Published version with the ones in the In Development version.
Custom Script Replaces the Custom Script file in the Published version with the ones in the In Development version.
Advanced Settings Replaces the following in the Published version with the ones in the In Development version:
– Language Detection Preference
– Subdomain
– Show link for task setup/execution
– Error Messages
Note: Some options slightly differ for Universal bots to reflect their publishing workflow. The following table lists the options in Standard bots that are different or not applicable to Universal bots. Learn about Universal Bots.
Standard Bots Universal Bots
Tasks & Languages Linked Bots

Natural Language:

  • NL Model
  • Settings

Natural Language:

  • Standard Responses
  • Default Dialog

Settings:

  • Bot Variable
Not applicable

Bot Task Status

Bot tasks and flows pass through the following stages:

  • In Progress: Bot developers have begun configuring the task but haven’t yet defined all the required configurations. This status applies only to Alert, Action, and Information tasks.
  • Configured – The task configuration is complete but the Bot Owner hasn’t yet published the task.
  • Awaiting Approval – The Bot Owner has published the task thus initiating a request to the Bots Admin, but the Bots Admin hasn’t yet approved the publishing request.
  • Published – The task is published for personal, enterprise, or public use.
  • Upgrade in Progress – Bot developers have created an upgrade version of the published task to change any configurations, but the configuration is not yet complete.
  • Rejected – The Bots Admin rejects the publishing request. An email is sent to the developer with comments from the Bots Admin.
  • Suspended – The Bots Admin suspended use of a deployed bot in an enterprise. An email is sent to the developer with comments from the Bots Admin. While the end-users cannot access the suspended bots/tasks, developers can work with the In-development copy of the bot.
Notes: A Published task cannot be deleted. However, administrators can Suspend a task if it is no longer required. You can also Upgrade a Suspended task to create a Configured copy and make any changes to the task definition.

Components not Published

The publishing workflow doesn’t apply to the following bot components as they do not either impact end customers or do only when used as part of a task definition. When you access these bot components from the bot either In Development or Published version, they show the same information.

  • Batch Testing (including custom suits and test reports)
  • Manage Developer Access
  • App Creation, Resetting, and Deletion
  • Language enablement: When you enable a new language in the “In Development” version of the bot, the publishing workflow works similar to publishing tasks- you need to publish all the bot tasks all over again by selecting the checkbox for the newly enabled language.

Auto Approvals

Bot Admins can set up auto-approval for any updates made to Enterprise or Consumer bots in your account using the following steps:

  1. Open the Admin Console.
  2. Go to Bots Management > Consumer Bots or Bots Management > Enterprise Bots.
  3. Click the more icon for the required bot and select Bot Settings.
  4. On the Bot Settings window, select Auto Approve.
  5. Select Auto approve all publish requests for this bot.
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