Docs

Triggers

Triggers are specific events that drive a specific process application based on conditions defined. There are different triggers that you can use to trigger a process flow based on the requirement. Conversational Trigger Conversational Trigger refer to the triggers that occur through a conversational bot. You must associate Kore.ai conversational…

Dialog Task – Legacy Builder

In a bid to improve useability and user experience, the dialog builder was given a makeover. You are given a choice to upgrade to the new builder or continue with the legacy builder, though we encourage you to go for the upgrade. This document deals with using the legacy dialog…

Settings

The Settings section allows you to configure settings related to your Process App. You can configure or make changes to the following: General Settings Members and Roles Versioning Channels Bot Permissions Alerts Manage Apps Import & Export settings Change Logs

Forms

Digital Forms help you gather the required information from the end-user. Kore.ai’s Digital Form provides a range of input fields required to capture the details from end-users. After the user completes the form, the input is submitted to the virtual agent to proceed with the task at hand. This section…

Flow Builder

To use the Process App, you must design a process with the flow. The process builder acts as a designer that helps you to define the process flows. The following are the basic components of the process builder: Triggers – Triggers are specific events that help start the process apps…

Getting Started

You must have a Kore.ai platform account to get started with the Process App. To access and set up the Process App, follow the below steps: Go to https://bots.kore.ai/botbuilder. Log in to the Process App with valid credentials. On the landing page, you can set up your process app by…

Overview

A Process App is a collection of data, rules, and tasks performed to achieve business requirements. Process Apps are used to automate the business process. Automation of business processes is based on workflow rules where human tasks, data, or files are routed between users or systems depending on business rules.…

App Definition

You can define apps to securely access the data from data tables and data views. These apps can be used for: Accessing the data tables and views over public APIs; Accessing the export and import API for the definition of data tables and views. App definition includes entering the App Name…

Table Views

Table Views let you create custom datasets by joining one or more Data Tables. These definitions get converted to queries to extract data from one or more data tables by using the required joins. Definition Steps to create a table view: Go to the Data tab in the Home page…

Data Table

You can create a data table and share it with virtual assistants, apps and process assistants. Step to create a new table: Go to the Data tab in the Home page and select the Data Tables option and click Create Data Table. Alternatively, click New Table to create a new…