GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Help & Learning Resources
Release Notes
Current Version
Recent Updates
Previous Versions
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Node Types
Overview
Intent Node
Dialog Node
Dynamic Intent Node
GenAI Node
GenAI Prompt
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
Entity Rules
User Prompts or Messages
Voice Call Properties
Knowledge AI
Introduction
Knowledge Graph
Introduction
Terminology
Build a Knowledge Graph
Manage FAQs
Knowledge Extraction
Import or Export Knowledge Graph
Prepare Data for Import
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Knowledge Graph Analysis
Answer from Documents
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Intent Discovery
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
LLM and Generative AI
Introduction
LLM Integration
Kore.ai XO GPT Module
Prompts & Requests Library
Co-Pilot Features
Dynamic Conversations Features
Intelligence
Introduction
Event Handlers
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Default Standard Responses
Ignore Words & Field Memory
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
Test Editor
Test Case Assertion
Test Case Execution Summary
Glossary
Health and Monitoring
NLP Health
Flow Health
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
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Dashboard Filters
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
NLP Insights
Task Execution Logs
Conversations History
Conversation Flows
Conversation Insights
Feedback Analytics
Usage Metrics
Containment Metrics
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Team Collaboration
Plan & Usage
Overview
Usage Plans
Templates
Support Plans
Invoices
Authorization
Conversation Sessions
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Feedback Survey
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data
Overview
Data Table
Table Views
App Definitions
Data as Service
HOW TOs
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
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Composite Entities
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
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. Home
  2. Docs
  3. Virtual Assistants
  4. Advanced Topics
  5. Table Views

Table Views

Table Views let you create custom datasets by joining one or more Data Tables. These definitions get converted to queries to extract data from one or more data tables by using the required joins.

Definition

Steps to create a table view:

  1. Go to the Data tab in the Home page and select the Table Views option and click Create Table View.
  2. Alternatively, go to Data > Table Views and click New View.
  3. Enter the following view details:
    • Name for the table view.
    • Description of the table view. The description cannot exceed the limit of 100 characters.
    • Assignment of Bot and Apps to access the View
    • A View can be built from a Single Table or Multiple Tables.
      • For both types, you need to
        • select the table;
        • select the columns to be included in the view, you can use aggregation functions like sum, avg, min, max and count. Usage example: count(<table_name>.<column_name>)
        • the criteria for filtering the results using
          • column name – select from the drop-down list;
          • comparison operator – select from =, !=, < or >
          • comparison value
          • you can have multiple filter criteria connected by AND/OR operators
        • the Group By columns for arranging the identical data into groups as <table_name>.<column_name>, and
        • the Sort By columns to order the results as <table_name>.<column_name> asc/desc

      • In addition, for multiple tables view, you need to specify the Join criteria by configuring
        • Table to be joined;
        • the type of join– inner, right outer or left outer;
        • the join columns – pick from the drop-down list and
        • specify the join criteria using the operation =, !=, > or < operators.
        • You can have multiple Join Rules. You can have up to 4 join rules.

Import & Export

You can export and import Table view definitions as JSON format files.

Export a Table View

Steps:

  1. Hover over the table view that you want to Export.
  2. Click the more (ellipses) icon and select Export View.
  3. A JSON file is generated and downloaded.
  4. Click Confirm on the Export View dialog.

Import a Table View

Steps:

  1. Click the down arrow next to the New View button.
  2. Select the Import View option.
  3. Enter a View Name and select the JSON file containing the table view.
  4. Click Import.
  5. In the import View dialog, select the table view and the column to which this view is transferred.

Change View Ownership

The table view owner can transfer the ownership to another user to let them manage the table’s view and app assignments. An account administrator can also change the view owner.

Steps to change the view owner:

  1. Hover over the table view for which you want to change owner.
  2. Click the more (ellipses) icon and select Change Owner option.
  3. In the Change View Owner dialog, select the new owner from the list and click Proceed.
  4. Once the ownership changes, a successful completion message will appear..
  5. Review the related views associated with this view which may have changes in ownership.

Share Table Views

The Kore.ai XO Platform allows you to share Table Views by assigning them to bots, process apps, or apps.

Note: In the Shared Views tab, you can view only the views shared with a user who has permission to view. When you share the tables views with users, they cannot edit or update the view definitions.

The bot or process developers can see the table view definitions using a Service node.

Table Views

Table Views let you create custom datasets by joining one or more Data Tables. These definitions get converted to queries to extract data from one or more data tables by using the required joins.

Definition

Steps to create a table view:

  1. Go to the Data tab in the Home page and select the Table Views option and click Create Table View.
  2. Alternatively, go to Data > Table Views and click New View.
  3. Enter the following view details:
    • Name for the table view.
    • Description of the table view. The description cannot exceed the limit of 100 characters.
    • Assignment of Bot and Apps to access the View
    • A View can be built from a Single Table or Multiple Tables.
      • For both types, you need to
        • select the table;
        • select the columns to be included in the view, you can use aggregation functions like sum, avg, min, max and count. Usage example: count(<table_name>.<column_name>)
        • the criteria for filtering the results using
          • column name – select from the drop-down list;
          • comparison operator – select from =, !=, < or >
          • comparison value
          • you can have multiple filter criteria connected by AND/OR operators
        • the Group By columns for arranging the identical data into groups as <table_name>.<column_name>, and
        • the Sort By columns to order the results as <table_name>.<column_name> asc/desc

      • In addition, for multiple tables view, you need to specify the Join criteria by configuring
        • Table to be joined;
        • the type of join– inner, right outer or left outer;
        • the join columns – pick from the drop-down list and
        • specify the join criteria using the operation =, !=, > or < operators.
        • You can have multiple Join Rules. You can have up to 4 join rules.

Import & Export

You can export and import Table view definitions as JSON format files.

Export a Table View

Steps:

  1. Hover over the table view that you want to Export.
  2. Click the more (ellipses) icon and select Export View.
  3. A JSON file is generated and downloaded.
  4. Click Confirm on the Export View dialog.

Import a Table View

Steps:

  1. Click the down arrow next to the New View button.
  2. Select the Import View option.
  3. Enter a View Name and select the JSON file containing the table view.
  4. Click Import.
  5. In the import View dialog, select the table view and the column to which this view is transferred.

Change View Ownership

The table view owner can transfer the ownership to another user to let them manage the table’s view and app assignments. An account administrator can also change the view owner.

Steps to change the view owner:

  1. Hover over the table view for which you want to change owner.
  2. Click the more (ellipses) icon and select Change Owner option.
  3. In the Change View Owner dialog, select the new owner from the list and click Proceed.
  4. Once the ownership changes, a successful completion message will appear..
  5. Review the related views associated with this view which may have changes in ownership.

Share Table Views

The Kore.ai XO Platform allows you to share Table Views by assigning them to bots, process apps, or apps.

Note: In the Shared Views tab, you can view only the views shared with a user who has permission to view. When you share the tables views with users, they cannot edit or update the view definitions.

The bot or process developers can see the table view definitions using a Service node.

Menu