Enrollment

Enrollment Preferences

The Enrollment > Preferences page within the Admin Console allows you to make customized configurations for your user enrollment. Here is where you can define the following:  Self Sign Up for Enterprise Users Default User Permissions Email Notifications Self Sign Up for Enterprise Users In this section, you can choose…

Synchronizing Users from Active Directory

As a Bots Admin or admin user, you can configure Kore.ai to synchronize with your organizational LDAP Active Directory to enroll users from your company into Kore.ai. On the Enrollment > Directory sync page, you can do the following: Use a cloud-based agent to connect to your Active Directory (AD) server Manually start synchronization with your…

Importing Users and User Data

If you need to invite multiple Kore.ai users and you have information about users in addition to the email address, such as the First Name, Last Name, Department, Phone, and Job Title, you can use the Import page to add new users and update existing users based on a list that…

Sending Bulk Invites to Enroll Users

On the Enrollment > Bulk Invite page, you can use a text file that contains email addresses of the users you want to join your account. This option is particularly useful to enroll a large number of members. The import file should be a basic text file with one email…

Inviting Users

You can use the Invite page to send join invitations to members of your organization. This is helpful if you have a few members to invite, for example, between one and ten. If you have many users to invite, you can send bulk invitations to join Kore.ai using a predefined…

Enrollment

As the Bots Admin, you need to invite and enroll users in Kore.ai, then, if desired, select some or all of those enrolled users as managed users. This document deals with the Enrollment aspects of the Bots Admin Console. Using the Enrollment module, you can invite users directly by email…
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