GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
Deprecations
Request a Feature
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
Integrations
Actions
Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
Templates
Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
Authorization
Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data
Overview
Data Table
Table Views
App Definitions
Data as Service
HOW TOs
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking 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
Composite Entities
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
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
API List
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
SDK Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Integrations
  3. Configuring the Microsoft Graph Action

Configuring the Microsoft Graph Action

You can use Microsoft Graph to create, view, and update events and to-do lists, and send emails to users. Click the Microsoft Graph link to learn more. .

This article explains how to enable, authorize, configure, and install the Microsoft Graph pre-built templates.

Authorizations Supported

The Kore.ai XO Platform supports basic authentication to allow a Microsoft Graph integration to exchange data. For more information, see Bot Authorization Overview
The Kore.ai XO Platform supports the following authorization types for the Microsoft Graph 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 Microsoft Graph app to access an access token at runtime.
      NOTE: The Microsoft Graph integration can be authorized only for the Developer and the Enterprise editions. You cannot authorize Microsoft Graph’s Trial edition. To learn more about Microsoft Graph account types, see Microsoft Graph documentation.
Authorization Type Basic OAuth
Pre-authorize the Integration Yes
Allow Users to Authorize the Integration Yes

Step 1: Enable the Microsoft Graph Action

Prerequisites:

Before enabling the Microsoft Graph actions, complete the following prerequisites:

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

Steps to enable the Microsoft Graph action:

  1. Go to Build > Integrations > Actions.
  2. In the Available region, select the Microsoft Graph 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 allow a developer to configure the integration.

Steps to authorize a Microsoft Graph action using developer credentials:

  1. Go to Build > Integrations > Actions and select the Microsoft Graph 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 Authorization

      Pre-authorize Microsoft Graph 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 Microsoft Graph app and click Authorize.
      • Once you click Authorize, you are redirected to https://login.microsoftonline.com/.
      • Enter your developer account credentials to successfully connect with your Microsoft Graph Account.
      • 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 Microsoft Graph 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 – The call back URL of the Kore.ai XO Platform.
        • Identity Provider Name – The name of your custom authorization profile.
        • Client ID – The client ID of the Microsoft App that you created in the Azure Portal.
        • Client Secret Key – The client secret value of the Microsoft App that you can generate in the Azure portal.
        • Authorization URL – The authorization URL of the Microsoft Azure Portal.
        • Token Request URL – The token request URL of the Microsoft Azure Portal.
        • Scope – You must enter this scope value:
          email Mail.ReadWrite Mail.Send offline_access openid profile User.Read Tasks.ReadWrite Calendars.ReadWrite MailboxSettings.Read
        • Refresh Token URL – The refresh token URL of the Microsoft Azure Portal.
          To register an Azure App, read the Adding the Microsoft Teams Channel article.

    • 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://login.microsoftonline.com/.
    • Enter login credentials to connect with your Microsoft Graph Account.
    • 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 Microsoft Graph 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 Microsoft Graph 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 Microsoft Graph action at a user level:

  1. Go to Build > Integrations > Actions, and select the Microsoft Graph 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 Authorization

      The end user has to provide credentials during the conversation to authorize users for Microsoft Graph integration to obtain the access token.

    • Select the System card to enable the Kore.ai’s preconfigured Microsoft Graph 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 Microsoft Graph 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 Microsoft Graph Action Templates

Once you have configured a Microsoft Graph 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 List All Events 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 Microsoft Graph Action

You can use Microsoft Graph to create, view, and update events and to-do lists, and send emails to users. Click the Microsoft Graph link to learn more. .

This article explains how to enable, authorize, configure, and install the Microsoft Graph pre-built templates.

Authorizations Supported

The Kore.ai XO Platform supports basic authentication to allow a Microsoft Graph integration to exchange data. For more information, see Bot Authorization Overview
The Kore.ai XO Platform supports the following authorization types for the Microsoft Graph 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 Microsoft Graph app to access an access token at runtime.
      NOTE: The Microsoft Graph integration can be authorized only for the Developer and the Enterprise editions. You cannot authorize Microsoft Graph’s Trial edition. To learn more about Microsoft Graph account types, see Microsoft Graph documentation.
Authorization Type Basic OAuth
Pre-authorize the Integration Yes
Allow Users to Authorize the Integration Yes

Step 1: Enable the Microsoft Graph Action

Prerequisites:

Before enabling the Microsoft Graph actions, complete the following prerequisites:

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

Steps to enable the Microsoft Graph action:

  1. Go to Build > Integrations > Actions.
  2. In the Available region, select the Microsoft Graph 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 allow a developer to configure the integration.

Steps to authorize a Microsoft Graph action using developer credentials:

  1. Go to Build > Integrations > Actions and select the Microsoft Graph 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 Authorization

      Pre-authorize Microsoft Graph 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 Microsoft Graph app and click Authorize.
      • Once you click Authorize, you are redirected to https://login.microsoftonline.com/.
      • Enter your developer account credentials to successfully connect with your Microsoft Graph Account.
      • 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 Microsoft Graph 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 – The call back URL of the Kore.ai XO Platform.
        • Identity Provider Name – The name of your custom authorization profile.
        • Client ID – The client ID of the Microsoft App that you created in the Azure Portal.
        • Client Secret Key – The client secret value of the Microsoft App that you can generate in the Azure portal.
        • Authorization URL – The authorization URL of the Microsoft Azure Portal.
        • Token Request URL – The token request URL of the Microsoft Azure Portal.
        • Scope – You must enter this scope value:
          email Mail.ReadWrite Mail.Send offline_access openid profile User.Read Tasks.ReadWrite Calendars.ReadWrite MailboxSettings.Read
        • Refresh Token URL – The refresh token URL of the Microsoft Azure Portal.
          To register an Azure App, read the Adding the Microsoft Teams Channel article.

    • 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://login.microsoftonline.com/.
    • Enter login credentials to connect with your Microsoft Graph Account.
    • 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 Microsoft Graph 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 Microsoft Graph 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 Microsoft Graph action at a user level:

  1. Go to Build > Integrations > Actions, and select the Microsoft Graph 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 Authorization

      The end user has to provide credentials during the conversation to authorize users for Microsoft Graph integration to obtain the access token.

    • Select the System card to enable the Kore.ai’s preconfigured Microsoft Graph 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 Microsoft Graph 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 Microsoft Graph Action Templates

Once you have configured a Microsoft Graph 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 List All Events 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.
Menu