시작
Kore.ai 대화형 플랫폼
챗봇 개요
자연어 처리(NLP)
봇 개념 및 용어들
빠른 시작 가이드
봇 빌더 접근 방법
사용 고지 사항 (영어)
Kore.ai 봇 빌더로 작업하기
봇 구축 시작하기
릴리스 정보
현재 버전 (영어)
이전 버전 (영어)

개념
디자인
스토리보드
대화 작업
개요
Using the Dialog Builder Tool
노드 유형
사용자 의도 노드
대화 노드
엔티티 노드
양식 노드
확인 노드
서비스 노드
봇 조치 노드
Service Node
WebHook 노드
스크립트 노드
노드 그룹화하기
Agent Transfer Node
사용자 프롬프트
음성 통화 속성
대화 관리
노드 및 전환
구성 요소 전환
컨텍스트 개체
이벤트 기반 봇 조치
지식 그래프
소개
지식 추출
지식 그래프 생성
봇에 지식 그래프 추가
그래프 생성
지식 그래프 작성
FAQ 추가
작업 실행
기존 소스에서 FAQ 구축
특성, 동의어 및 불용어
변수 네임스페이스 관리
수정
용어 편집 및 삭제
용어 편집 및 삭제
질문과 응답 편집
Knowledge Graph Training
지식 그래프 분석
봇 온톨로지 가져오기 및 내보내기
지식 그래프 가져오기
지식 그래프 내보내기
지식 그래프 생성
CSV 파일에서
JSON 파일
지식 그래프 생성
경고 작업
스몰 토크
Digital Skills
디지털 양식
Views
Digital Views
Panels
Widgets
기차
봇 성능 향상 – NLP 최적화
기계 학습
소개
모델 검증
기초 의미
지식 그래프 학습
특성
순위 및 해결
고급 NLP 설정
NLP 설정 및 지침
봇 인텔리전스
소개
컨텍스트 관리
컨텍스트 관리
대화 관리
다중 – 의도 탐지
엔티티 수정
기본 대화
정서 관리
어조 분석
Test & Debug
봇과 대화
발화 테스트
배치 테스트하기
대화 테스트
배포
채널 활성화
봇 게시
분석
봇 분석하기
Conversations Dashboard
Performance Dashboard
사용자 정의 대시보드
소개
맞춤형 메타 태그
사용자 정의 대시보드 생성 방법
Conversation Flows
NLP 지표
Containment Metrics
사용량 지표
스마트 봇
소개
범용 봇
소개
범용 봇 정의
범용 봇 생성
범용 봇 학습
범용 봇 커스터마이징
범용 봇용 추가 언어 활성화
스토어
Manage Assistant
플랜 및 사용량
Overview
Usage Plans
Support Plans
플랜 관리
봇 인증
다국어 봇
개인 식별 정보 삭제하기
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
상담사 전환을 설정하는 방법
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
API 목록
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
사용자 관리
사용자 관리
그룹 관리
역할 관리
봇 관리 모듈
등록
사용자 초대
사용자 등록을 위한 대량 초대 보내기
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. Chatbot Overview
  2. Two-Factor Authentication for Platform Access

Two-Factor Authentication for Platform Access

The Kore.ai Platform provides an additional layer of security for enterprise user accounts with Two-Factor Authentication (2FA) using a One-time password (OTP) or verification code via email. OTPs are a popular choice for organizations to step up their user authentication process. These randomly generated passwords are valid only for a single login session and minimize the vulnerabilities of traditional passwords.

In addition to the username, password, and Enterprise SSO for first-factor authentication, enterprise administrators can now enable 2FA on the Admin Console for user accounts. When 2FA is enabled, the platform prompts the user to complete email verification via OTP to authenticate them.

Enable Two-Factor Authentication

Only the admin user can enable 2FA for enterprise user accounts via the Admin Console. To enable 2FA, follow the steps below:

  1. Log in to the Bot Admin Console.
  2. On the left menu, click 2FA under Security & Control.
  3. Click Enable 2FA to activate 2FA via email OTP verification.
  4. Click Save.

Important: SSO authentication and 2FA are mutually exclusive on the Kore.ai XO Platform. When Enterprise SSO is enabled, 2FA is automatically disabled for that account, and vice-versa.

Important Information on the Email OTP

You can use the OTP verification code only once. Reusing an OTP, entering the wrong OTP, or entering the OTP beyond the expiry time makes the OTP invalid and results in failed authentication or login error. The default validity of the email OTP is 10 minutes, and the users are expected to verify within that time.

Permission Settings to Enable 2FA

For a system admin to enable 2FA on the admin console, the master administrator should grant the role permission to the user on their admin console with the steps below:

  1. On the Admin Console, click User Management > Role Management on the left menu.
  2. Click the edit icon of the desired Admin user’s entry to view the Manage Role window.
  3. Click the Permissions tab.
  4. Select “YES” for Two-Factor Authentication.
  5. Click Save.

Two-Factor Authentication for Admin Users

To log in using 2FA on the Bot Admin Console as an admin, follow the steps below:

  1. Log in by entering your email ID and clicking Continue.
  2. Enter your account password, and click Log in.
  3. Enter the OTP received on your registered email address in the following screen.
  4. Once you enter the correct OTP and the verification is successful, the following verification success message appears.

    The system redirects to the user dashboard after an OTP successful verification.

Two-Factor Authentication for End Users

To log in using 2FA on the Bot Builder Platform as an end-user, follow the steps below:

  1. Log in to the Bot Builder by entering your email ID. Then, click Continue.
  2. Enter your account password, and click Login to authenticate.
  3. Select the required Virtual Assistant account.

Note: The system does not prompt for the 2FA if you have already completed 2FA for a different account in the same session. If this is your first login session, the system prompts for 2FA.

  1. Enter the OTP verification code received via email from Kore.ai when prompted.

Note: Click the button Resend Code to regenerate the email OTP verification code if you haven’t received it.

  1. Once the OTP is successfully verified, a success message appears, and the system redirects to your dashboard.

Switching the User Account after Initiating 2FA

The Platform introduces the Switch to Different Account option on the account verification screen to allow the user to switch to another account (from the default account) during the same session even after initiating 2FA, without entering the verification code.

Note: The Switch to Different Account option is available only for users with multiple accounts on the Platform.

When you click this option, the system redirects to the account selection page where you can select the same/different account from the list to login.

Important Considerations

  • The system sends a new passcode via email to complete the account switch authentication.
  • The expiry time for email passcode validation is two minutes.
  • When you switch to a different/same account under two minutes or after two minutes, the system generates a new email passcode if the previous account is not authenticated.
  • However, if you’ve completed the verification for the previously selected account in the same login session, the system does not prompt for a new verification code.
  • If the wrong passcode is typed, an error message appears and access to the account is denied. You must enter the correct passcode within two minutes or click Resend Code to generate a new passcode.

Two-Factor Authentication for Platform Access

The Kore.ai Platform provides an additional layer of security for enterprise user accounts with Two-Factor Authentication (2FA) using a One-time password (OTP) or verification code via email. OTPs are a popular choice for organizations to step up their user authentication process. These randomly generated passwords are valid only for a single login session and minimize the vulnerabilities of traditional passwords.

In addition to the username, password, and Enterprise SSO for first-factor authentication, enterprise administrators can now enable 2FA on the Admin Console for user accounts. When 2FA is enabled, the platform prompts the user to complete email verification via OTP to authenticate them.

Enable Two-Factor Authentication

Only the admin user can enable 2FA for enterprise user accounts via the Admin Console. To enable 2FA, follow the steps below:

  1. Log in to the Bot Admin Console.
  2. On the left menu, click 2FA under Security & Control.
  3. Click Enable 2FA to activate 2FA via email OTP verification.
  4. Click Save.

Important: SSO authentication and 2FA are mutually exclusive on the Kore.ai XO Platform. When Enterprise SSO is enabled, 2FA is automatically disabled for that account, and vice-versa.

Important Information on the Email OTP

You can use the OTP verification code only once. Reusing an OTP, entering the wrong OTP, or entering the OTP beyond the expiry time makes the OTP invalid and results in failed authentication or login error. The default validity of the email OTP is 10 minutes, and the users are expected to verify within that time.

Permission Settings to Enable 2FA

For a system admin to enable 2FA on the admin console, the master administrator should grant the role permission to the user on their admin console with the steps below:

  1. On the Admin Console, click User Management > Role Management on the left menu.
  2. Click the edit icon of the desired Admin user’s entry to view the Manage Role window.
  3. Click the Permissions tab.
  4. Select “YES” for Two-Factor Authentication.
  5. Click Save.

Two-Factor Authentication for Admin Users

To log in using 2FA on the Bot Admin Console as an admin, follow the steps below:

  1. Log in by entering your email ID and clicking Continue.
  2. Enter your account password, and click Log in.
  3. Enter the OTP received on your registered email address in the following screen.
  4. Once you enter the correct OTP and the verification is successful, the following verification success message appears.

    The system redirects to the user dashboard after an OTP successful verification.

Two-Factor Authentication for End Users

To log in using 2FA on the Bot Builder Platform as an end-user, follow the steps below:

  1. Log in to the Bot Builder by entering your email ID. Then, click Continue.
  2. Enter your account password, and click Login to authenticate.
  3. Select the required Virtual Assistant account.

Note: The system does not prompt for the 2FA if you have already completed 2FA for a different account in the same session. If this is your first login session, the system prompts for 2FA.

  1. Enter the OTP verification code received via email from Kore.ai when prompted.

Note: Click the button Resend Code to regenerate the email OTP verification code if you haven’t received it.

  1. Once the OTP is successfully verified, a success message appears, and the system redirects to your dashboard.

Switching the User Account after Initiating 2FA

The Platform introduces the Switch to Different Account option on the account verification screen to allow the user to switch to another account (from the default account) during the same session even after initiating 2FA, without entering the verification code.

Note: The Switch to Different Account option is available only for users with multiple accounts on the Platform.

When you click this option, the system redirects to the account selection page where you can select the same/different account from the list to login.

Important Considerations

  • The system sends a new passcode via email to complete the account switch authentication.
  • The expiry time for email passcode validation is two minutes.
  • When you switch to a different/same account under two minutes or after two minutes, the system generates a new email passcode if the previous account is not authenticated.
  • However, if you’ve completed the verification for the previously selected account in the same login session, the system does not prompt for a new verification code.
  • If the wrong passcode is typed, an error message appears and access to the account is denied. You must enter the correct passcode within two minutes or click Resend Code to generate a new passcode.
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