はじめに
対話型AIプラットフォーム
チャットボットの概要
自然言語処理(NLP)
ボットの概念と用語
クイックスタートガイド
プラットフォームへのアクセス
ボットビルダーの操作
リリースノート
最新バージョン(英語)
以前のバージョン(英語)
コンセプト
設計
ストーリーボード
ダイアログタスク
ダイアログタスクとは
ダイアログビルダー
ノードタイプ
インテントノード
ダイアログノード
エンティティノード
フォームノード
確認ノード
ロジックノード
ボットアクションノード
サービスノード
Webhookノード
スクリプトノード
グループノード
エージェント転送ノード
ユーザープロンプト
音声通話プロパティ
イベント ハンドラー
ナレッジグラフ
ナレッジグラフの抽出
ナレッジグラフの構築
ボットにナレッジグラフを追加
グラフの作成
ナレッジグラフの構築
既存のソースからFAQを構築
通知タスク
スモールトーク
デジタルスキル
デジタルフォーム
デジタルビュー
デジタルビューとは
パネル
ウィジェット
トレーニング
トレーニングとは
機械学習
機械学習とは
モデル検証
ファンダメンタルミーニング
ナレッジグラフ
示唆
ランキングおよび解決
NLPの詳細設定
NLPのガイドライン
インテリジェンス
インテリジェンスとは
コンテキスト
コンテキストインテント
割り込み
複数インテントの検出
エンティティの変更
デフォルトの会話
センチメント管理
トーン分析
テストとデバッグ
ボットと会話
発話テスト
バッチテスト
会話テスト
デプロイ
チャネル
公開
LLM and Generative AI
Introduction
LLM Integration
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
分析
ボットの分析
NLPメトリクス
会話フロー
Usage Metrics
封じ込め測定
カスタムダッシュボード
カスタムダッシュボードとは
メタタグ
カスタムダッシュボードとウィジェット
ユニバーサルボット
ユニバーサルボットとは
ユニバーサルボットの定義
ユニバーサルボットの作成
ユニバーサルボットのトレーニング
ユニバーサルボットのカスタマイズ
他言語の有効化
ストア
プラントと使用
Overview
Usage Plans
Support Plans
Invoices
管理
ボット認証
複数言語対応ボット
個人を特定できる情報の編集
ボット変数の使用
IVRのシステム連携
一般設定
ボット管理
ハウツー
Integrations
Actions
Actions Overview
Asana
Configure
Templates
Azure OpenAI
Configure
Templates
BambooHR
Configure
Templates
Bitly
Configure
Templates
Confluence
Configure
Templates
DHL
Configure
Templates
Freshdesk
Configure
Templates
Freshservice
Configure
Templates
Google Maps
Configure
Templates
Here
Configure
Templates
HubSpot
Configure
Templates
JIRA
Configure
Templates
Microsoft Graph
Configure
Templates
Open AI
Configure
Templates
Salesforce
Configure
Templates
ServiceNow
Configure
Templates
Stripe
Configure
Templates
Shopify
Configure
Templates
Twilio
Configure
Templates
Zendesk
Configure
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
NiceInContact(User Hub)
Salesforce
ServiceNow
Configure Tokyo and Lower versions
Configure Utah and Higher versions
Unblu
External NLU Adapters
Overview
Dialogflow Engine
Test and Debug
会話スキルの設計
バンキングボットを作成
バンキングボット – 資金の振り替え
バンキングボット – 残高を更新
ナレッジグラフを構築
スマートアラートの予約方法
デジタルスキルの設計
デジタルフォームの設定方法
デジタルビューの設定方法
データテーブルのデータの追加方法
データテーブルのデータの更新方法
Add Data from Digital Forms
ボットのトレーニング
示唆の使用方法
インテントとエンティティのパターンの使用方法
コンテキスト切り替えの管理方法
ボットのデプロイ
エージェント転送の設定方法
ボット関数の使用方法
コンテンツ変数の使用方法
グローバル変数の使用方法
ボットの分析
カスタムダッシュボードの作成方法
カスタムタグを使ってフィルタリング
Data
Overview
Data Table
Table Views
App Definitions
Data as Service
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking Assistant
Migrate External Bots
Google Dialogflow Bot
APIs & SDKs
API Reference
API Introduction
Rate Limits
API List
koreUtil Libraries
SDK Reference
SDK Introduction
Web SDK
How the Web SDK Works
SDK Security
SDK Registration
Web Socket Connect and RTM
Tutorials
Widget SDK Tutorial
Web SDK Tutorial
BotKit SDK
BotKit SDK Deployment Guide
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
SDK Functions
Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
  1. ホーム
  2. Uncategorised
  3. Alert Task – OAuth v2 Client Credentials

Alert Task – OAuth v2 Client Credentials

We have seen how an Alert Task can be set up in the Kore.ai XO Platform here. In this article, we will see how authorization for alert tasks can be set up using the OAuth v2 with client credentials.

General Setup

OAuth v2 is the new version of the open protocol to allow secure authorization in a simple and standard method from web, mobile, and desktop applications. To use oAuth v2, you must first register an account with the web application as you will need the log-in credentials for that application to configure the settings for the Authorization Mechanism.

To begin your configuration, follow the steps below:

  1. Select the VA you want to work with.
  2. Go to Build > Conversation Skills > Alert Tasks
  3. Select the task you want to work with. 
  4. Click the API Request tab within the Alert Task.
  5. Expand the Authorization section and click Create New to configure a new authorization. 
  6. Next, the New Authorization Mechanism window opens, as shown in the illustration below. 

To define a custom authorization, select oAuth v2 client credentials in the Authorization Type field, then configure each section as explained in the table below:

FIELD NAME

DESCRIPTION

Authorization Type

Set to oAuth v2 Client Credentials.

Identity Provider Name

The name of the web application or web service, for example, Asana. This field is required.

Client ID

The ID of the Kore.ai client.

Client Secret Key

The value provided as the XO Platform authentication based on the Client ID to the web application.

Token Request URL

The URL used by the XO Platform to obtain an unauthorized request token. A request token is a value used by the XO Platform to obtain authorization from the end-user to obtain an access token. After end-user authorization, an access token can be requested by the XO Platform. This field is required.

Scope

If the web service requires additional values for authorization, add one or more Key/Value pairs. For example, some Bot web services support using a scope key using read-only, write, or both as the value.

Refresh Token URL

Enter a Refresh Token URL, if required, for cases when the authentication token expires and has to be refreshed. Please see below for details.

Description

Enter a description for your authorization. 

Authorization

By default, authorization fields are configured as part of the header of the task request message. If your task request requires additional authorization fields or the expected authorization is not part of the header, for example, a verification code, click + Add Authorization Field and then define the fields as shown in the following illustration. 

  1. In the Field Type field, you can select one of the following depending on where in the task request message and the type of authorization fields that are required.
    1. Header – The VA expects the authorization fields as part of the header of the request.
    2. Payload – The VA expects the authorization fields as part of the content of the body of the request.
    3. Query String – The VA expects the authorization fields as a query in the body of the request.
    4. Path Param – The VA expects the authorization fields as part of the URL path for the request.
  2. In the Field Key field, enter the name of the field for the selected Field Type.
  3. In the Field Value field, enter the value for the Field Key specified.
  4. Click Done. The new authorization field is added in the Authorization Fields section.

Click Save Auth to save the authorization settings and close the New Authorization Mechanism dialog.

Testing

After you save the authorization, you can test it using the Authorization page.

  1. Click Test Authorization before continuing to develop the remaining steps of your task.
  2. After you click Test Authorization, the test is executed using the authentication token URLs and the Client ID and Client Secret Key. If the tenancy was defined, the Test Authorization window is displayed as shown in the following illustration.
  3. Click Test to begin the authorization test. When the validation of authentication is complete, the Test Authorization window is closed and the results of the validation, either success or failure, is displayed to the immediate right of the Test Authorization button. If the authorization fails, the Auth Test Failed message is displayed along with the Headers and Response tabs as shown in the following illustration.
      </ol

Alert Task – OAuth v2 Client Credentials

We have seen how an Alert Task can be set up in the Kore.ai XO Platform here. In this article, we will see how authorization for alert tasks can be set up using the OAuth v2 with client credentials.

General Setup

OAuth v2 is the new version of the open protocol to allow secure authorization in a simple and standard method from web, mobile, and desktop applications. To use oAuth v2, you must first register an account with the web application as you will need the log-in credentials for that application to configure the settings for the Authorization Mechanism.

To begin your configuration, follow the steps below:

  1. Select the VA you want to work with.
  2. Go to Build > Conversation Skills > Alert Tasks
  3. Select the task you want to work with. 
  4. Click the API Request tab within the Alert Task.
  5. Expand the Authorization section and click Create New to configure a new authorization. 
  6. Next, the New Authorization Mechanism window opens, as shown in the illustration below. 

To define a custom authorization, select oAuth v2 client credentials in the Authorization Type field, then configure each section as explained in the table below:

FIELD NAME

DESCRIPTION

Authorization Type

Set to oAuth v2 Client Credentials.

Identity Provider Name

The name of the web application or web service, for example, Asana. This field is required.

Client ID

The ID of the Kore.ai client.

Client Secret Key

The value provided as the XO Platform authentication based on the Client ID to the web application.

Token Request URL

The URL used by the XO Platform to obtain an unauthorized request token. A request token is a value used by the XO Platform to obtain authorization from the end-user to obtain an access token. After end-user authorization, an access token can be requested by the XO Platform. This field is required.

Scope

If the web service requires additional values for authorization, add one or more Key/Value pairs. For example, some Bot web services support using a scope key using read-only, write, or both as the value.

Refresh Token URL

Enter a Refresh Token URL, if required, for cases when the authentication token expires and has to be refreshed. Please see below for details.

Description

Enter a description for your authorization. 

Authorization

By default, authorization fields are configured as part of the header of the task request message. If your task request requires additional authorization fields or the expected authorization is not part of the header, for example, a verification code, click + Add Authorization Field and then define the fields as shown in the following illustration. 

  1. In the Field Type field, you can select one of the following depending on where in the task request message and the type of authorization fields that are required.
    1. Header – The VA expects the authorization fields as part of the header of the request.
    2. Payload – The VA expects the authorization fields as part of the content of the body of the request.
    3. Query String – The VA expects the authorization fields as a query in the body of the request.
    4. Path Param – The VA expects the authorization fields as part of the URL path for the request.
  2. In the Field Key field, enter the name of the field for the selected Field Type.
  3. In the Field Value field, enter the value for the Field Key specified.
  4. Click Done. The new authorization field is added in the Authorization Fields section.

Click Save Auth to save the authorization settings and close the New Authorization Mechanism dialog.

Testing

After you save the authorization, you can test it using the Authorization page.

  1. Click Test Authorization before continuing to develop the remaining steps of your task.
  2. After you click Test Authorization, the test is executed using the authentication token URLs and the Client ID and Client Secret Key. If the tenancy was defined, the Test Authorization window is displayed as shown in the following illustration.
  3. Click Test to begin the authorization test. When the validation of authentication is complete, the Test Authorization window is closed and the results of the validation, either success or failure, is displayed to the immediate right of the Test Authorization button. If the authorization fails, the Auth Test Failed message is displayed along with the Headers and Response tabs as shown in the following illustration.
      </ol

メニュー