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대화 노드
엔티티 노드
양식 노드
확인 노드
서비스 노드
봇 조치 노드
Service Node
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노드 그룹화하기
Agent Transfer Node
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이벤트 기반 봇 조치
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봇에 지식 그래프 추가
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FAQ 추가
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특성, 동의어 및 불용어
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수정
용어 편집 및 삭제
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질문과 응답 편집
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지식 그래프 가져오기
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지식 그래프 생성
CSV 파일에서
JSON 파일
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봇 인텔리전스
소개
컨텍스트 관리
컨텍스트 관리
대화 관리
다중 – 의도 탐지
엔티티 수정
기본 대화
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어조 분석
Test & Debug
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배치 테스트하기
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분석
봇 분석하기
Conversations Dashboard
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맞춤형 메타 태그
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NLP 지표
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스마트 봇
소개
범용 봇
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범용 봇 정의
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범용 봇용 추가 언어 활성화
스토어
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플랜 및 사용량
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봇 인증
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봇 변수 사용
IVR 통합
일반 설정
봇 관리

방법
간단한 봇 생성하기
Design Conversation Skills
뱅킹 봇 생성
뱅킹 봇 – 자금 이체
뱅킹 봇 – 잔액 업데이트
Knowledge Graph (KG) 구축
스마트 경고를 예약하는 방법
Design Digital Skills
디지털 양식 설정 방법
디지털 보기 설정 방법
데이터 테이블에 데이터를 추가하는 방법
데이터 테이블 내 데이터 업데이트 방법
UI 양식에서 데이터 테이블에 데이터를 추가하는 방법
Train the Assistant
특성 사용 방법
의도와 엔티티에 대한 패턴 사용 방법
컨텍스트 전환 관리 방법
Deploy the Assistant
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봇 기능 사용 방법
콘텐츠 변수 사용 방법
전역 변수 사용 방법
Kore.ai 웹 SDK 튜토리얼
Kore.ai 위젯 SDK 튜토리얼
Analyze the Assistant
사용자 정의 대시보드 생성 방법
사용자 지정 태그를 사용하여 봇 메트릭을 필터링하는 방법

API 및 SDK
API 참조
Kore.ai API 사용
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API 컬렉션
koreUtil Libraries
SDK 참조
상담사 전환을 설정하는 방법
봇 기능 사용 방법
콘텐츠 변수 사용 방법
전역 변수 사용 방법
소개
Kore.ai 웹 SDK 튜토리얼
Kore.ai 위젯 SDK 튜토리얼

관리
소개
봇 관리자 콘솔
대시보드
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사용자 관리
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등록
사용자 초대
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사용자 및 사용자 데이터 가져오기
Active Directory에서 사용자 동기화
보안 및 준수
싱글 사인 온 사용
보안 설정
Kore.ai 커넥터
봇 관리자용 분석
Billing (지원하지 않음)
  1. Integrations
  2. Configuring the JIRA Action

Configuring the JIRA Action

The XO Platform lets you easily connect the JIRA integration to create, view, update and delete issues. Click the JIRA link to learn more.

This article explains how to authorize and enable the JIRA action and install the pre-built templates.

Authorizations Supported

The Kore.ai XO Platform supports basic authentication to allow a JIRA integration to exchange data. For more information, see Bot Authorization Overview

The Kore.ai XO Platform supports the following authorization types for the JIRA integration:

    • Pre-Authorize the Integration – To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.
    • Allow Users to Authorize the Integration  – This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai’s JIRA app to access an access token at runtime.
      NOTE: The JIRA integration can be authorized only for the Developer and the Enterprise editions. You cannot authorize JIRA’s Trial edition. To learn more about JIRA account types, see JIRA documentation.
Authorization Type Basic OAuth
Pre-authorize the Integration Yes
Allow Users to Authorize the Integration Yes

Step 1: Enable the JIRA Action

Prerequisites:

Before enabling the JIRA actions, complete the following prerequisites:

  • Create a developer account in JIRA and note down login credentials. Use the JIRA Help Center for more information.
  • Copy the Client ID, Client Secret Key, Authorization URL, and Call back URL and keep them ready to enable the JIRA integration.

Steps to enable the JIRA action:

  1. Go to Build > Integrations > Actions.
  2. Once you click the Actions menu, all integrations are shown in the Available region. Select the JIRA action.

Pre-authorize the Integration

OAuth

You can authorize the integration using developer credentials. The developer authorization lets you authorize the integration with the preconfigured Kore.ai’s app or use the custom authorization profile to let a developer configure the integration.

Steps to authorize a JIRA action using developer credentials:

  1. Go to Build > Integrations > Actions and select the JIRA action.
  2. In the Configurations dialog, select the Authorization tab.
  3. Enter the following details:
    • Authorization Type – Select the Pre-authorize the Integration option, and then select the OAuth option.

      System AuthorizationPre-authorize JIRA integration with the necessary authorization credentials to obtain the token to access external services.

      • Select the System card to enable the Kore.ai’s preconfigured JIRA app and click Authorize.
      • Once you click Authorize, you are redirected to https://developer.atlassian.com/console/.
      • Enter your developer account credentials to connect with your JIRA Account successfully.
      • Click the Allow Access button to use Kore.ai’s app to fetch the access token to complete the authorization.

      Custom Authorization

      Create your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai’s JIRA app for authorization.

      • Select Custom to enable the custom authorization profile.
      • Click the Select Authorization drop-down and select the Create New option.
      • Select the type of authorization mechanism. For example, select the OAuth v2 option. To create custom OAuth profiles, read the Setting Up Authorization Using OAuth v2 article.
      • Enter the following authentication credentials for the OAuth v2 mechanism:
        • Call back URL
        • Identity Provider Name
        • Client ID
        • Client Secret
        • Authorization URL
        • Token Request URL
        • Scope
        • Refresh Token URL

    • Click Save Auth to save Authorization Profile.
    • Select the new Authorization Profile, which you created to enable integration.
    • Once you click Authorize, you are redirected to https://developer.atlassian.com/console/.
    • Enter login credentials to connect with your JIRA Account successfully.
    • Click the Allow Access button if prompted to let your custom app fetch the access token to complete the authorization.
    • Once the authorization is successful, you will see a success message.
    • Click Enable. When you configure the action for the first time, the Integration Successful pop-up is displayed.

      Note: The JIRA action is moved from Available to Configured region.

Allow End User to Authorize

You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai’s JIRA app to access an access token at runtime. You can also use the custom authorization profile to fetch the access token based on user credentials.

Steps to authorize a JIRA action at a user level:

  1. Go to Build > Integrations > Actions and select the JIRA action.
  2. In the Configurations dialog, select the Authorization tab.
  3. Enter the following details:
    • Authorization Type – Select the Allow Users to Authorize the Integration option, and then select OAuth option.

      System AuthorizationThe end user has to provide credentials during the conversation to authorize users for JIRA integration to obtain the access token.
    • Select the System card to enable the Kore.ai’s preconfigured JIRA app.
    • Once you click the Enable button, a link is sent to the end user to authorize the integration.
    • Click the link and enter the login credentials to allow the user to authorize the integration.
      Custom Authorization
      Create your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai’s JIRA app for authorization.

      • Select Custom to enable the custom authorization profile.
      • Click the Select Authorization drop-down and select the Create New option. Follow the instructions in the Custom Authorization section.
      • You can also select an existing authorization profile as shown below:
  4. Click the Enable button. The users will see the authorize option during the runtime.

Step 2: Install the Jira Action Templates

Once you have configured a JIRA integration, you can explore and install action templates.

Steps to install action templates:

  1. On the Integration Successful dialog, click the Explore Templates button to view the templates.
  2. In the Integration Templates dialog, click the Install button to begin the installation.
  3. Once the template is installed, click the Go to Dialog button to view the dialog task.
  4. Once all templates are installed, a dialog task for each template is auto-created.
  5. Select the desired dialog task from the templates and click Proceed. For example, select the Update an Issue task.
  6. Once you click Proceed, the dialog task is auto-created, and the canvas opens with all required entity nodes, service nodes, and message scripts.

Configuring the JIRA Action

The XO Platform lets you easily connect the JIRA integration to create, view, update and delete issues. Click the JIRA link to learn more.

This article explains how to authorize and enable the JIRA action and install the pre-built templates.

Authorizations Supported

The Kore.ai XO Platform supports basic authentication to allow a JIRA integration to exchange data. For more information, see Bot Authorization Overview

The Kore.ai XO Platform supports the following authorization types for the JIRA integration:

    • Pre-Authorize the Integration – To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.
    • Allow Users to Authorize the Integration  – This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai’s JIRA app to access an access token at runtime.
      NOTE: The JIRA integration can be authorized only for the Developer and the Enterprise editions. You cannot authorize JIRA’s Trial edition. To learn more about JIRA account types, see JIRA documentation.
Authorization Type Basic OAuth
Pre-authorize the Integration Yes
Allow Users to Authorize the Integration Yes

Step 1: Enable the JIRA Action

Prerequisites:

Before enabling the JIRA actions, complete the following prerequisites:

  • Create a developer account in JIRA and note down login credentials. Use the JIRA Help Center for more information.
  • Copy the Client ID, Client Secret Key, Authorization URL, and Call back URL and keep them ready to enable the JIRA integration.

Steps to enable the JIRA action:

  1. Go to Build > Integrations > Actions.
  2. Once you click the Actions menu, all integrations are shown in the Available region. Select the JIRA action.

Pre-authorize the Integration

OAuth

You can authorize the integration using developer credentials. The developer authorization lets you authorize the integration with the preconfigured Kore.ai’s app or use the custom authorization profile to let a developer configure the integration.

Steps to authorize a JIRA action using developer credentials:

  1. Go to Build > Integrations > Actions and select the JIRA action.
  2. In the Configurations dialog, select the Authorization tab.
  3. Enter the following details:
    • Authorization Type – Select the Pre-authorize the Integration option, and then select the OAuth option.

      System AuthorizationPre-authorize JIRA integration with the necessary authorization credentials to obtain the token to access external services.

      • Select the System card to enable the Kore.ai’s preconfigured JIRA app and click Authorize.
      • Once you click Authorize, you are redirected to https://developer.atlassian.com/console/.
      • Enter your developer account credentials to connect with your JIRA Account successfully.
      • Click the Allow Access button to use Kore.ai’s app to fetch the access token to complete the authorization.

      Custom Authorization

      Create your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai’s JIRA app for authorization.

      • Select Custom to enable the custom authorization profile.
      • Click the Select Authorization drop-down and select the Create New option.
      • Select the type of authorization mechanism. For example, select the OAuth v2 option. To create custom OAuth profiles, read the Setting Up Authorization Using OAuth v2 article.
      • Enter the following authentication credentials for the OAuth v2 mechanism:
        • Call back URL
        • Identity Provider Name
        • Client ID
        • Client Secret
        • Authorization URL
        • Token Request URL
        • Scope
        • Refresh Token URL

    • Click Save Auth to save Authorization Profile.
    • Select the new Authorization Profile, which you created to enable integration.
    • Once you click Authorize, you are redirected to https://developer.atlassian.com/console/.
    • Enter login credentials to connect with your JIRA Account successfully.
    • Click the Allow Access button if prompted to let your custom app fetch the access token to complete the authorization.
    • Once the authorization is successful, you will see a success message.
    • Click Enable. When you configure the action for the first time, the Integration Successful pop-up is displayed.

      Note: The JIRA action is moved from Available to Configured region.

Allow End User to Authorize

You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai’s JIRA app to access an access token at runtime. You can also use the custom authorization profile to fetch the access token based on user credentials.

Steps to authorize a JIRA action at a user level:

  1. Go to Build > Integrations > Actions and select the JIRA action.
  2. In the Configurations dialog, select the Authorization tab.
  3. Enter the following details:
    • Authorization Type – Select the Allow Users to Authorize the Integration option, and then select OAuth option.

      System AuthorizationThe end user has to provide credentials during the conversation to authorize users for JIRA integration to obtain the access token.
    • Select the System card to enable the Kore.ai’s preconfigured JIRA app.
    • Once you click the Enable button, a link is sent to the end user to authorize the integration.
    • Click the link and enter the login credentials to allow the user to authorize the integration.
      Custom Authorization
      Create your custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai’s JIRA app for authorization.

      • Select Custom to enable the custom authorization profile.
      • Click the Select Authorization drop-down and select the Create New option. Follow the instructions in the Custom Authorization section.
      • You can also select an existing authorization profile as shown below:
  4. Click the Enable button. The users will see the authorize option during the runtime.

Step 2: Install the Jira Action Templates

Once you have configured a JIRA integration, you can explore and install action templates.

Steps to install action templates:

  1. On the Integration Successful dialog, click the Explore Templates button to view the templates.
  2. In the Integration Templates dialog, click the Install button to begin the installation.
  3. Once the template is installed, click the Go to Dialog button to view the dialog task.
  4. Once all templates are installed, a dialog task for each template is auto-created.
  5. Select the desired dialog task from the templates and click Proceed. For example, select the Update an Issue task.
  6. Once you click Proceed, the dialog task is auto-created, and the canvas opens with all required entity nodes, service nodes, and message scripts.
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