How To Articles

As part of your Virtual Assistant design, you can choose the scenarios where you want to hand off the conversation to human agents. As part of this hand-off, it is important to pass the current conversation context to the Agent Hand-off / CCaaS system. This information can be used in…

You can view all the Process App errors categorized step-wise using the Dynamic Error Console that appears on the property panel of the Flow Designer. The system displays the error warnings and highlights the number of errors against each step. The system also displays the node for which unresolved errors…

Versioning allows you to simplify your process app development by creating versions of your process app definition during various stages of the development process. You can also restore your process app to a previous version at any time. Create a New Version To create a new version of your process…

You can associate Kore.ai conversational bots to trigger your Process App or auto-create conversations for your bot. For example, What are my pending tasks?. To associate a Kore.ai conversational bot to your process app and provide permissions, you must add the conversational bot.  To add a bot, follow the below…

Change Logs keep track of all the changes that take place in your Process App. To access the changelogs, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed. On the left pane, click Change Logs. On the Change Logs page,…

A Digital Form helps you to collect the required data. It allows your users to enter the data you want to process a certain request. Digital Form triggers refer to the triggers that occur through the submission of a digital form. For example, let us consider an employee expense report.…

You must have a Kore.ai platform account to get started with the Process App. To create a Process App, follow the below steps: Log in to the Process Apps with valid credentials. On the landing page, you can set up your process app by selecting any of the below options:…

You can simulate the process app by selecting a trigger. The primary purpose of the simulator is to test the workflow. It displays all triggers applicable to the process app and you can select a trigger to simulate. Simulate Process App To simulate your Process App, follow the below steps:…

Call a Subflow event allows you to invoke an independent process app. For example, let us consider process apps for loan/credit card payment requests which require OTP to authenticate and complete the process. Here, the OTP generation can be an independent application where any process app can invoke it and…