Docs

Managing Your Groups

On the Groups page in the User Management module, you can create and manage logically related groups of users, as well as import groups, such as your company Active Directory groups. If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers…

Reset a User Password

As a Bots Admin, you can send a password reset email to any user, including yourself, from the Bots Admin Console if Single Sign-On (SSO) is not enabled. When SSO is enabled, password policies are not in effect for Bots Admins or Kore.ai users. This topic describes how to select a user, and then…

Managing Your Users

User Management involves managing users and user groups From Users section, you can view and manage your Kore.ai user roles, status, and monitor user message activity. From User Settings section, you can define the user profile fields displayed to the user in their profile, for example, address information, and if the…

User Management Module Overview

After you add your Kore.ai users, you may need to update user information, add or delete users in the Users module. As the Bots Admin or an admin user, you can administer your users, assign users to groups, and manage company distribution lists. The following illustration is an example of the Users tab in…

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…

Bots Management Module

In the Bots Management module of the Bots Admin Console, you can deploy the bots developed by your company developers from the Kore.ai Bot Builder tool. When the developer develops a bot, it can be published for approval and deployment by the Bots Admin from the Bots Management section. From…

Channel Enablement

By default, your Virtual Assistant is not available to users unless you define one or more channels through which it can communicate. So, after creating a Virtual Assistant, you can add delivery channels that end-users can use to access and interact with it when deployed. For example, you can enable…