{"id":17679,"date":"2016-06-01T19:05:45","date_gmt":"2016-06-01T19:05:45","guid":{"rendered":"http:\/\/apidocs.kore.com\/docs\/bot-builder\/getting-started-with-customized-bots\/"},"modified":"2023-07-25T15:25:00","modified_gmt":"2023-07-25T14:25:00","slug":"getting-started-bots","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/chatbot-overview\/getting-started-bots\/","title":{"rendered":"Building a Virtual Assistant"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>This document describes the process of implementing a Virtual Assistant using the Kore.ai XO Platform.<\/p>\n<p><span style=\"font-weight: 400;\">If you are new to the Kore.ai XO Platform and want to familiarize yourself with the terms and concepts we use, please refer to <a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/chatbot-overview\/about-bots\/\" target=\"_blank\" rel=\"noopener noreferrer\">Concepts and Terminology<\/a><\/span><\/p>\n<div class=\"alert alert-info\"><b>PCI Compliance Disclaimer:<\/b> You must use data masking to collect credit card information but never capture CVV numbers. Kore.ai is committed to safeguarding all payment card data collected and processed for its business. However, card payment processing is not supported in Kore.ai-owned systems. If card payment processing is required during Bot interactions, you must transfer the processing to a PCI-compliant merchant.<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Steps_for_Building_your_Virtual_Assistant\"><span style=\"font-weight: 400;\">Steps for Building your Virtual Assistant<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you get access to the Kore.ai XO Platform, you can build your first VA by following the steps below.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><strong>Define \/ Design<\/strong><span style=\"font-weight: 400;\">: This is the step during which you clarify the necessary details, before you begin to actually build your VA.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Build \/ Develop<\/strong><span style=\"font-weight: 400;\">: At this stage, your VA takes shape within the Kore.ai XO Platform; you begin making the necessary configurations and developing it to continuously fit your organization\u2019s needs.<\/span><\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Define_Design_the_VA\"><span style=\"font-weight: 400;\">Define \/ Design the VA<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Every VA must be built to solve a well-defined use case.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first step to create a well-defined use case involves gathering market requirements and assessing internal needs. Typically, you want to include all relevant stakeholders, such as business sponsors, product owners, business analysts, and VA developers in this process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next, get a good idea of what the VA needs to do. A clear description of each step and a flow chart of the various conversation flows will go a long way in easing the process of building the VA.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Below, we present our recommendations when it comes to the design process and the questions you should ask when defining your VA.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Recommended_Design_Process\"><span style=\"font-weight: 400;\">Recommended Design Process<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We recommend that you follow the steps below while designing your VA:<\/span><\/p>\n<ul>\n<li><strong>Understand your Users\u2019 Needs: <\/strong><span style=\"font-weight: 400;\">To set the scope of the VA, the business sponsors, business analysts, and product owners play an important role in identifying the users\u2019 needs by gathering market requirements and assessing internal needs.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>Set the Virtual Assistant Goals: <\/strong><span style=\"font-weight: 400;\">This involves converting the above-identified scope to a use case. It is advisable to involve the VA developer in this phase.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>Design a Virtual Assistant Conversation: <\/strong><span style=\"font-weight: 400;\">This helps define chatbot behavior in every possible scenario in its interaction with the user. Simulating conversations go a long way in identifying such scenarios.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once the VA capabilities and ideal use cases are well-defined, the developer can begin the process of configuring the tasks, define intents and entities, and build the conversational dialog.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Questions_to_Ask_during_the_Design_Process\"><span style=\"font-weight: 400;\">Questions to Ask during the Design Process<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Try to answer the following questions (some if not all):<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Who is the <\/strong><strong><em>target audience<\/em><\/strong><strong>?<\/strong><span style=\"font-weight: 400;\"> Technical help VAs targeted for a tech-savvy customer need a different design when compared to VAs for a layperson, such as an airline\u2019s customer. Hence assessing the target audience is always important.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>What VA<\/strong><strong><em> persona<\/em><\/strong><strong> will resonate the most with this group?<\/strong><span style=\"font-weight: 400;\"> This will help define how the VA talks and acts in every situation.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What is the <\/strong><strong><em>purpose of the VA<\/em><\/strong><strong>? <\/strong><span style=\"font-weight: 400;\">The goal i.e. the customer query that the VA needs to address defines the endpoint of any conversation.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What <\/strong><strong><em>pain points<\/em><\/strong><strong> will the VA solve? <\/strong><span style=\"font-weight: 400;\">The purpose and scope of VAs are set to identify what the VA addresses and when the human agent needs to take over.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What <\/strong><strong><em>benefits<\/em><\/strong><strong> will the VA provide for us or our customers? <\/strong><span style=\"font-weight: 400;\">The main benefit of using a VA is time-saving. Users need not waste their time waiting for a human agent to be available for answering their query. You, as the business owner, don\u2019t worry about not being there to cater to all customer needs.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What <\/strong><strong><em>tasks<\/em><\/strong><strong> do I want my VA to perform? <\/strong><span style=\"font-weight: 400;\">Simulation of user conversation helps identify the tasks that need to be catered to by the VA.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What <\/strong><strong><em>channels<\/em><\/strong><strong> will the VA communicate through? <\/strong><span style=\"font-weight: 400;\">This will to some extent drive the way the VA is presented, the various options available for the VA are limited by the channel\/medium it is used in.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>What <\/strong><strong><em>languages<\/em><\/strong><strong> should the VA speak? <\/strong><span style=\"font-weight: 400;\">When catering to a multilingual community the language support is imperative and building the dictionary simultaneously is useful.<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Build_Develop_the_VA\"><span style=\"font-weight: 400;\">Build \/ Develop the VA<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once the VA\u2019s capabilities and ideal use case are well-defined, the developer begins the process of configuring tasks, defining intents, entities, and building the conversational dialog.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The general development process in the Kore.ai XO Platform involves the following steps:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Choose the type of VA to build;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Add your first VA;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Define the VAs tasks;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Train the VA;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enable communication channels;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Test your VA configuration;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Publish your VA;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analyze and improve;<\/span><\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912150002\/build-va.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44301\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912150002\/build-va.png\" alt=\"\" width=\"695\" height=\"367\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912150002\/build-va.png 695w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912150002\/build-va-300x158.png 300w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Select_the_Virtual_Assistant_Type\"><span style=\"font-weight: 400;\">Select the Virtual Assistant Type<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Based on the requirements, select the type of Virtual Assistant you want to create The Kore.ai XO Platform allows you to create the following types of VAs:<\/span><\/p>\n<ul>\n<li><strong>Standard VA <\/strong><span style=\"font-weight: 400;\">\u2013 Standard VAs are the most common type of virtual assistant. Using these, you can create dialogs, alerts, actions, information tasks, and knowledge graphs, as well as flows that map one task to another. For more information, refer to <a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/bot-creation\/defining-a-standard-bot\/\">Defining a Standard Bot<\/a>.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>Universal VA <\/strong><span style=\"font-weight: 400;\">\u2013 Universal VAs facilitate a scalable, modular approach to VA building by helping you link several Standard VAs into one. The universal VA executes the tasks and functions of the linked VAs by routing relevant utterances to them. Once you publish a universal virtual assistant, changes made in the linked VAs automatically reflect in the universal VA. As a creator or developer of a virtual assistant, you can add any VAs (published and configured) to a universal VA and access their underlying tasks and functions. When you publish a universal virtual assistant, the end users can only access the tasks that are published in the linked VAs. For more information, refer to <a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/advanced-topics\/universal-bot\/defining-universal-bots\/\">Defining Universal Virtual Assistants<\/a>.<\/span><\/li>\n<\/ul>\n<ul>\n<li><strong>Template VA<\/strong><span style=\"font-weight: 400;\"> \u2013 You can install one or more fully functional, end-to-end Kore.ai template VAs from the Template Store, then customize and publish to understand how to configure virtual assistants. For more information, refer to <a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-store\/store\/\">Store<\/a>.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Within this document we will use a Standard VA as a working example.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Standard_Virtual_Assistant\"><span style=\"font-weight: 400;\">Create a Standard Virtual Assistant<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Below are the steps to follow to create your first Standard VA within the Kore.ai XO Platform:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the landing page, click <\/span><strong>New Bot<\/strong><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095606\/new-bot-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56156\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095606\/new-bot-2.png\" alt=\"\" width=\"1919\" height=\"425\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095606\/new-bot-2.png 1919w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095606\/new-bot-2-300x66.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095606\/new-bot-2-1024x227.png 1024w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/a><\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the <\/span><strong>Create New Bot<\/strong><span style=\"font-weight: 400;\"> window, start by configuring the basic details of your new VA:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select <\/span><strong>Start from Scratch<\/strong><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enter a <\/span><strong>Name<\/strong><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select an <strong>icon<\/strong> or click the <\/span><strong>+<\/strong><span style=\"font-weight: 400;\"> icon to upload your own. Images should be in PNG format and should not exceed 40&#215;40 pixels. The file size is limited to 80kb.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the <\/span><strong>Purpose <\/strong><span style=\"font-weight: 400;\">of your VA. See <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/chatbot-overview\/getting-started-bots\/#VA_Purposes\">VA Purposes<\/a> <\/span><span style=\"font-weight: 400;\">for a complete list.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Choose <\/span><strong>Standard Bot<\/strong><span style=\"font-weight: 400;\"> as the <\/span><strong>Bot Type<\/strong><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the <\/span><strong>Default Language<\/strong><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><strong>Proceed <\/strong><span style=\"font-weight: 400;\">when ready.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095610\/start-from-scratch.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56159\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095610\/start-from-scratch.png\" alt=\"\" width=\"650\" height=\"464\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095610\/start-from-scratch.png 1003w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095610\/start-from-scratch-300x214.png 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><br \/>\n<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Next, decide how to create your VA &#8211; with or without generated use cases.<\/span><\/p>\n<h4><strong>Create a VA with Generated Use Cases<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Generating Use Cases while creating your VA simplifies the development process by automatically creating up to 30 customizable <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/dialog-task\/dialog-tasks\/\"><span style=\"font-weight: 400;\">Dialog Tasks<\/span><\/a><span style=\"font-weight: 400;\">. After proceeding to the next steps of the VA creation process, follow these steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Add a meaningful description that clearly states the VA\u2019s purpose and mentions some intent examples. See <\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/chatbot-overview\/getting-started-bots\/#VA_Purposes\">VA Purposes<\/a> <\/span><span style=\"font-weight: 400;\">for a few sample descriptions.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click<\/span><strong> Get Use Cases<\/strong><span style=\"font-weight: 400;\"> to generate intents that will be automatically added to the VA. (You can update the Bot Name and Purpose and remove use cases.)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click <\/span><strong>Create <\/strong><span style=\"font-weight: 400;\">to create your VA with generated use cases.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095624\/usecases.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56168\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095624\/usecases.png\" alt=\"\" width=\"650\" height=\"462\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095624\/usecases.png 1002w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320095624\/usecases-300x213.png 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Wait a few moments for your VA to be configured. Once done, you can continue developing it.\u00a0<\/span><\/li>\n<\/ol>\n<h4><strong>Create a VA without Generating Use Cases<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">By creating a VA without generating use cases, you will not have any Dialog Tasks except for the default ones in the XO Platform: the <\/span><em><span style=\"font-weight: 400;\">Welcome <\/span><\/em><span style=\"font-weight: 400;\">and <\/span><em><span style=\"font-weight: 400;\">Fallback <\/span><\/em><span style=\"font-weight: 400;\">tasks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After configuring the basics of your VA, you can adjust the <\/span><em><span style=\"font-weight: 400;\">Bot Name<\/span><\/em><span style=\"font-weight: 400;\">, <\/span><em><span style=\"font-weight: 400;\">Purpose<\/span><\/em><span style=\"font-weight: 400;\">, and <\/span><em><span style=\"font-weight: 400;\">Description <\/span><\/em><span style=\"font-weight: 400;\">if required. Click <\/span><strong>Create without Use Cases<\/strong><span style=\"font-weight: 400;\"> to create your VA without any generated use cases.<\/span><\/p>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320102151\/without-usecases.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-56174\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320102151\/without-usecases.png\" alt=\"\" width=\"649\" height=\"462\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320102151\/without-usecases.png 1002w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20230320102151\/without-usecases-300x213.png 300w\" sizes=\"auto, (max-width: 649px) 100vw, 649px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Wait a few moments for your VA to be configured. Once done, you can continue developing it.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"VA_Purposes\"><span style=\"font-weight: 400;\">VA Purposes<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can choose any of the following purposes when creating a Virtual Assistant:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><strong>Retail Banking<\/strong><span style=\"font-weight: 400;\"> &#8211; Help customers with retail banking needs, such as checking bank balances, transferring funds, ATM cards, credit cards, or loans.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Retail Shopping<\/strong><span style=\"font-weight: 400;\"> &#8211; Help customers check product availability, find product details, place orders, get order status, track delivery, return\/exchange items, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Travel Management<\/strong><span style=\"font-weight: 400;\"> &#8211; An assistant to book flights, check flight status, book hotels, check hotel availability, book car rentals, check car rental availability, get visa requirements, currency exchange rates, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Restaurant Inquiry and Food Ordering<\/strong><span style=\"font-weight: 400;\"> &#8211; Help customers find restaurant locations, search menus, order\/track food, get discounts, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Financial Planning and Advice<\/strong><span style=\"font-weight: 400;\"> &#8211; This assistant provides financial planning and advice, enabling users to get advice, calculate savings, invest, find tax solutions, manage credit, compare investments, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Insurance Management<\/strong><span style=\"font-weight: 400;\"> &#8211; An assistant that helps manage insurance policies and quotes, buy insurance, file and check claims, add\/remove coverage, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Healthcare <\/strong><span style=\"font-weight: 400;\">&#8211; Assist customers to get personalized medical advice, finding specialists, scheduling appointments, refilling prescriptions, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Education <\/strong><span style=\"font-weight: 400;\">&#8211; An assistant to get personalized guidance to explore course options, degree requirements, financial aid, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Customer Service and Support<\/strong><span style=\"font-weight: 400;\"> &#8211; A VA that provides 24\/7 customer service and support for product info, orders, returns, refunds, complaints, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Website Engagement <\/strong><span style=\"font-weight: 400;\">&#8211; Help visitors quickly and easily find product information, compare features, request a demo or quote, purchase a product, connect with the sales team, and get support.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>HR Support<\/strong><span style=\"font-weight: 400;\"> &#8211; Support employees with fast, reliable answers to employee queries on leave, overtime, expenses, salary, pension, tax, jobs, policies, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>ITSM Support<\/strong><span style=\"font-weight: 400;\"> &#8211; Get ticket status, raise a new ticket, check ticket history, reopen closed tickets, request software installation, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Inventory and Supply Chain Management <\/strong><span style=\"font-weight: 400;\">&#8211; Automating inventory and supply chain management with the intent to check inventory levels, place orders, track order status, manage customer accounts, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Marketing &amp; Sales<\/strong><span style=\"font-weight: 400;\"> &#8211; Automate lead acquisition and optimize lead management for marketing and sales.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Procurement Management<\/strong><span style=\"font-weight: 400;\"> &#8211; Automating procurement tasks such as viewing RFQs, creating requisitions, reviewing purchase orders, and checking supplier status.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Others <\/strong><span style=\"font-weight: 400;\">&#8211; Use this option when none of the predefined purposes match your bot\u2019s purpose.<\/span><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Define_Virtual_Assistant_Tasks\"><span style=\"font-weight: 400;\">Define Virtual Assistant Tasks<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After creating the Standard VA, you are ready to define how your VA works, by starting with tasks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">VA capabilities and dialogs should flow naturally from the specifications you defined in the previous step. It is always valuable to take time to review the list of tasks you want the VA to perform. Ensure that it delivers on the benefits you want the VA to provide and the pain points you want it to solve, before starting actual development. This will certainly save you time in the long run.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Define one or more tasks or flows for your VA using one of the following methods:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-weight: 400;\">On the <\/span><em><span style=\"font-weight: 400;\">Bot Summary<\/span><\/em><span style=\"font-weight: 400;\"> page, click <\/span><strong>+ New Task <\/strong><span style=\"font-weight: 400;\">on the <\/span><em><span style=\"font-weight: 400;\">Tasks <\/span><\/em><span style=\"font-weight: 400;\">widget. This would allow you to add a <\/span><em><span style=\"font-weight: 400;\">Dialog <\/span><\/em><span style=\"font-weight: 400;\">or an <\/span><em><span style=\"font-weight: 400;\">Alert <\/span><\/em><span style=\"font-weight: 400;\">task.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912154843\/new-task.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44313\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912154843\/new-task.png\" alt=\"\" width=\"622\" height=\"256\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-weight: 400;\">In addition to the above-mentioned tasks, from the <\/span><strong>Conversational Skills<\/strong><span style=\"font-weight: 400;\"> menu on the left navigation, you can select a task to be added by clicking the <\/span><strong>Create <\/strong><span style=\"font-weight: 400;\">button on the corresponding task page. The example screenshot below shows you how to create a new Dialog Task.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912154949\/new-dialog-task.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44316\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20220912154949\/new-dialog-task.png\" alt=\"\" width=\"622\" height=\"256\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Skills are VA capabilities that help achieve the end-user\u2019s needs. These include dialog and alert tasks such as booking a flight, getting weather alerts, responding to user queries (Knowledge Graph) or even engaging the user in Small Talk.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform allows you to define the following skills:<\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/bot-creation\/storyboard\/\"><strong>Storyboard<\/strong><\/a> <span style=\"font-weight: 400;\">\u2013<\/span> <span style=\"font-weight: 400;\">Design engaging conversations and simplify the communication between business users, conversation designers, language experts, and developers.<\/span><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/dialog-task\/dialog-tasks\/\"><strong>Dialog Tasks<\/strong><\/a><span style=\"font-weight: 400;\"> \u2013 Consist in multiple intents, sub-intents, and component nodes to conduct a complex conversational flow between a user and the VA.<\/span><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/alert\/notification-tasks\/\"><strong>Alert Tasks<\/strong><\/a> <span style=\"font-weight: 400;\">\u2013<\/span> <span style=\"font-weight: 400;\">Monitors a web service for events and sends a notification message to the user when the event occurs. You can use this task type for scheduled polling or near real-time notification using webhooks.<\/span><\/li>\n<li><a href=\"\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/knowledge-task\/creating-a-knowledge-graph\/\"><strong>Knowledge Graph<\/strong><\/a> <span style=\"font-weight: 400;\">\u2013<\/span> <span style=\"font-weight: 400;\">Turns static FAQ pages into an intelligent, personalized conversational experience. Build a hierarchy of crucial terms, add questions to the right nodes in the hierarchy, and leave the task of <\/span><em><span style=\"font-weight: 400;\">responding to users<\/span><\/em><span style=\"font-weight: 400;\"> to the VA, thus enabling your support staff to engage with more complex tasks.<\/span><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/small-talk\/\"><strong>Small Talk<\/strong><\/a><strong> \u2013 <\/strong><span style=\"font-weight: 400;\">Engage the end-users in casual conversations that help socialize your VA and improve the recall rates.<\/span><\/li>\n<li><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-builder-tool\/digital-forms\/\"><strong>Digital Skills<\/strong> <\/a><span style=\"font-weight: 400;\">\u2013<\/span> <span style=\"font-weight: 400;\">Leverage forms and views and enhance the user\u2019s experience while <\/span><span style=\"font-weight: 400;\">interacting with your VA.<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Train_your_VA_for_NLP\"><span style=\"font-weight: 400;\">Train your VA for NLP<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The best Virtual Assistants are well trained using an iterative process. After developing the tasks and conversation flow, you can train your VA. Doing so allows your VA to better understand user utterances and the engine to better prioritize one VA task or intent over another, based on the user input.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Both developers and business analysts work together to provide sample utterances and patterns that are used to complete the initial training. It can be further augmented by internal testing and field data once you deploy the VA.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We recommend that you train the VA using Machine Learning to improve utterance recognition.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can fine-tune the FM Engine and the VAt\u2019s configuration by adding additional utterances, synonyms, and patterns for a task or intent.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Additionally, you can enhance your VA Intelligence by defining interruption handling, multi-intent detection, and more.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">For more information, refer to<\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/nlp\/optimizing-bots\/\"> <span style=\"font-weight: 400;\">Optimizing Virtual Assistants for Natural Language Processing<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Enable_Channels\"><span style=\"font-weight: 400;\">Enable Channels<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This step refers to adding channels to your VA that end users can use to access and interact with it after it is published. End users can only interact with your VA, and by extension VA tasks, after the VAs are published and deployed to enabled channels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Channels refer to various communication platforms where a VA can live such as SMS, email, mobile apps, websites, messaging apps, and more. With the XO Platform, you can design VA tasks once and deploy across 20+ channels simply by selecting a checkbox.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information, refer to<\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/channel-enablement\/adding-channels-to-your-bot\/\"> <span style=\"font-weight: 400;\">Adding Channels to your<\/span><\/a><span style=\"font-weight: 400;\"> Virtual Assistants<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Test_your_Virtual_Assistant\"><span style=\"font-weight: 400;\">Test your Virtual Assistant<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After you have built and trained your VA, the most important question that arises is how good is your VA\u2019s NLP model? This is what testing is all about. You must consider testing your VA across all planned messaging channels for a better end-user experience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Testing helps determine whether or not more training is needed before deploying your VA. After every round of training or retraining, you must review the model to determine whether the changes made are appropriate and whether they have enhanced or deteriorated the NLP model.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Talk to Bot option, Utterance Testing, and Batch Testing helps test and improve your VAs performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information, please refer to<\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/test-your-bot\/talk-to-bot\/\"> <span style=\"font-weight: 400;\">Test your Virtual Assistant.<\/span><\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Publish\"><span style=\"font-weight: 400;\">Publish<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once your VA is built and sufficiently tested, it is time to deploy it in the environment of your choice; and to the communication channels where users engage.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is recommended that you work with the key business stakeholders to review and approve all VAs and their functionality before moving forward with the deployment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can then publish your VA tasks to your account, a Kore.ai space, or your company account. When publishing tasks, a request is initiated to the VAsAdmin<\/span> <span style=\"font-weight: 400;\">who can review and approve\/disapprove their deployment. Once your VA is approved by all relevant parties, you can deploy to end-users through previously enabled channels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information, please see <\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/publish\/publishing-bot\/\"><span style=\"font-weight: 400;\">Publishing Tasks<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Analyze_and_Improve\"><span style=\"font-weight: 400;\">Analyze and Improve<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once your VA is deployed, it is important that you continually monitor how users use it and take an active role in managing and refining it, using an iterative process. Your VA\u2019s should be monitored from an engagement, performance, and functional standpoint and the results analyzed, including monitoring conversations and other variables like messages per session, retention, location, user demographics, sentiment, etc..<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Furthermore, developers and analysts should work together to identify drop-off points, uncover task or language failures, determine why conversations are abandoned, and monitor service and script performance to improve the NLP and functional performance of your VAs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The data collected must be used to improve the NLP and functional performance of your VAs. For example, take a look at all the utterances that your VA was not able to map to an intent or FAQ and retrain the VA to identify them in the future. For task failures, you can troubleshoot where the process went wrong and come up with solutions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Building great virtual assistants is not easy, but the right platform, a little bit of structure, and a willingness to test and iterate some more goes a long way in achieving success.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For more information, please refer to<\/span><a href=\"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/analyzing-your-bot\/analyzing-your-bot\/\"> <span style=\"font-weight: 400;\">Analyze your<\/span><\/a><span style=\"font-weight: 400;\"> Virtual Assistant<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae865c781c24\" data-id=\"6ae865c781c24\" data-height=\"12\" data-height-mobile=\"12\" data-height-tab=\"12\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"This document describes the process of implementing a Virtual Assistant using the Kore.ai XO Platform. If you are new to the Kore.ai XO Platform and want to familiarize yourself with the terms and concepts we use, please refer to Concepts and Terminology PCI Compliance Disclaimer: You must use data masking to collect credit card information...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68],"tags":[],"class_list":["post-17679","post","type-post","status-publish","format-standard","hentry","category-chatbot-overview"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17679","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=17679"}],"version-history":[{"count":46,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17679\/revisions"}],"predecessor-version":[{"id":58378,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17679\/revisions\/58378"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=17679"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=17679"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=17679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}