GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Triggers
  6. Conversational

Conversational

Conversational Triggers refer to the triggers that occur through a conversational bot. You must associate Kore.ai conversational bots and use them to trigger your process app. To let the conversational bot trigger the process app, the bot is provided with permissions to perform the trigger action.

Configure Conversational Trigger

To configure a Conversational Trigger, follow the below steps:

  1. After you log in to the Process App, it lands you on the Flow tab.
  2. On the right pane, click Conversational under Triggers.
  3. On the Conversational Trigger window, by default, the Configure tab is selected.
  4. On the Configure page, click + Variable to add process variables. Variables allow you to use data from bots across your process app flow. Adding a variable is optional. If you want to trigger the process during a conversation, you can add it.
  5. Select a Data Type (String, Boolean, Number, Date) from the drop-down list.
  6. Similarly, you can add multiple variables with different data types.
  7. Click the Instructions tab to find the instructions to configure.
    1. Define Payload – Add the payload that is expected from the bot that acts as a trigger to the process app.
    2. To let the bot trigger the process app, the bot is provided with permissions to perform the trigger action. You can add permissions from Settings > Bot Permissions. You can also enable the bot permissions after the Process App configuration.
    3. After you grant permissions, the developer must go to the bot builder dialog definition screen to add the process node and select the process app to trigger and perform the context mapping to pass the context data from the bot to the process app. You can also do this independently after creating and configuring the trigger.
    4. Click Done.

  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Triggers
  6. Conversational

Conversational

Conversational Triggers refer to the triggers that occur through a conversational bot. You must associate Kore.ai conversational bots and use them to trigger your process app. To let the conversational bot trigger the process app, the bot is provided with permissions to perform the trigger action.

Configure Conversational Trigger

To configure a Conversational Trigger, follow the below steps:

  1. After you log in to the Process App, it lands you on the Flow tab.
  2. On the right pane, click Conversational under Triggers.
  3. On the Conversational Trigger window, by default, the Configure tab is selected.
  4. On the Configure page, click + Variable to add process variables. Variables allow you to use data from bots across your process app flow. Adding a variable is optional. If you want to trigger the process during a conversation, you can add it.
  5. Select a Data Type (String, Boolean, Number, Date) from the drop-down list.
  6. Similarly, you can add multiple variables with different data types.
  7. Click the Instructions tab to find the instructions to configure.
    1. Define Payload – Add the payload that is expected from the bot that acts as a trigger to the process app.
    2. To let the bot trigger the process app, the bot is provided with permissions to perform the trigger action. You can add permissions from Settings > Bot Permissions. You can also enable the bot permissions after the Process App configuration.
    3. After you grant permissions, the developer must go to the bot builder dialog definition screen to add the process node and select the process app to trigger and perform the context mapping to pass the context data from the bot to the process app. You can also do this independently after creating and configuring the trigger.
    4. Click Done.

Menu