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
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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
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Bot Action Node
Service Node
Webhook Node
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Process Node
Agent Transfer
Node Connections
Node Connections Setup
Sub-Intent Scoping
Entity Types
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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
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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
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Batch Testing
Conversation Testing
Conversation Testing Overview
Create a Test Suite
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Test Case Execution Summary
Glossary
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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
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Overview
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Introduction
Dashboard Filters
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Introduction
Custom Meta Tags
Create Custom Dashboard
Create Custom Dashboard Filters
LLM and Generative AI Logs
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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
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Invoices
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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. Integrations
  2. Using the Azure OpenAI Action Templates

Using the Azure OpenAI Action Templates

You can use the Prebuilt Action Templates from your Azure OpenAI integration to auto-create dialog tasks and test them using the Talk to Bot option.

Steps to create a dialog task using the Azure OpenAI action templates:

  1. Go to Build > Conversation Skills > Dialog Tasks.
  2. Click Create a Dialog Task.
  3. On the Dialog Task pop-up, under the Integration, select the Azure OpenAI option to view the action templates.
  4. If you have not configured any integration for your virtual assistant, you will see the Explore Integrations option. Once you click this option, you will be redirected to the Actions page to configure an integration for your VA. For more information, see Actions Overview.

Azure OpenAI Actions

The following Azure OpenAI action is supported:

Supported Tasks Description Method
General Query Resolve any query using the intelligence of Azure and OpenAI. POST

General Query

Steps to resolve the query in the Azure OpenAI integration:

  1. Refer to the Installing the Azure OpenAI Action Templates section to install this template.
  2. The General Query dialog task is added with the following components:
    • generalQuery: A user intent for a general query.
    • userQuestion and deploymentID – Entity nodes pass a user’s question.
    • generalQueryService – A bot action service to send a query in an external integration. Click the Plus icon to expand to view the generalQueryService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters, as shown below:

      Sample Request

      {
      "prompt": "I am the owner of a SAAS product company. How can i increase my customer base?",
      "temperature": 0.25,
      "max_tokens": 1024,
      "top_p": 1,
      "frequency_penalty": 0,
      "presence_penalty": 0
      }

      To add one or more response, scroll down and click the +Add Response button:
      Sample Response

      {
      "id": "cmpl-6s8YPFcRGYrDtPys2OdVfxxxxxx",
      "object": "text_completion",
      "created": 1678360613,
      "model": "text-davinci-003",
      "choices": [
      {
      "text": "\n\n1. Focus on creating a great user experience: Make sure your product is easy to use, intuitive, and provides value to your customers.\n\n2. Offer free trials: Give potential customers the opportunity to try out your product before committing to a purchase.\n\n3. Leverage word-of-mouth marketing: Ask existing customers to share their experiences with their friends and family.\n\n4. Invest in content marketing: Create helpful content related to your product and share it on social media and other platforms.\n\n5. Utilize search engine optimization (SEO): Optimize your website and content for search engines to increase visibility and attract more customers.\n\n6. Run targeted ads: Use paid advertising to reach potential customers who are likely to be interested in your product.\n\n7. Participate in industry events: Attend conferences, trade shows, and other events to network and build relationships with potential customers.\n\n8. Offer discounts and promotions: Provide discounts and other promotions to encourage customers to purchase your product.",
      "index": 0,
      "logprobs": null,
      "finish_reason": "stop"
      }
      ],
      "usage": {
      "prompt_tokens": 19,
      "completion_tokens": 212,
      "total_tokens": 231
      }
      }
    • generalQueryMessage – A message node with the script to display the query in Azure OpenAI system.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to resolve a general query.
  6. Enter a question based on a query when prompted by the VA, as shown below:
  7. You will notice an answer is generated for your query.

Using the Azure OpenAI Action Templates

You can use the Prebuilt Action Templates from your Azure OpenAI integration to auto-create dialog tasks and test them using the Talk to Bot option.

Steps to create a dialog task using the Azure OpenAI action templates:

  1. Go to Build > Conversation Skills > Dialog Tasks.
  2. Click Create a Dialog Task.
  3. On the Dialog Task pop-up, under the Integration, select the Azure OpenAI option to view the action templates.
  4. If you have not configured any integration for your virtual assistant, you will see the Explore Integrations option. Once you click this option, you will be redirected to the Actions page to configure an integration for your VA. For more information, see Actions Overview.

Azure OpenAI Actions

The following Azure OpenAI action is supported:

Supported Tasks Description Method
General Query Resolve any query using the intelligence of Azure and OpenAI. POST

General Query

Steps to resolve the query in the Azure OpenAI integration:

  1. Refer to the Installing the Azure OpenAI Action Templates section to install this template.
  2. The General Query dialog task is added with the following components:
    • generalQuery: A user intent for a general query.
    • userQuestion and deploymentID – Entity nodes pass a user’s question.
    • generalQueryService – A bot action service to send a query in an external integration. Click the Plus icon to expand to view the generalQueryService bot action component properties.
    • In the Component Properties window, click the Edit Request link to edit the request parameters, as shown below:

      Sample Request

      {
      "prompt": "I am the owner of a SAAS product company. How can i increase my customer base?",
      "temperature": 0.25,
      "max_tokens": 1024,
      "top_p": 1,
      "frequency_penalty": 0,
      "presence_penalty": 0
      }

      To add one or more response, scroll down and click the +Add Response button:
      Sample Response

      {
      "id": "cmpl-6s8YPFcRGYrDtPys2OdVfxxxxxx",
      "object": "text_completion",
      "created": 1678360613,
      "model": "text-davinci-003",
      "choices": [
      {
      "text": "\n\n1. Focus on creating a great user experience: Make sure your product is easy to use, intuitive, and provides value to your customers.\n\n2. Offer free trials: Give potential customers the opportunity to try out your product before committing to a purchase.\n\n3. Leverage word-of-mouth marketing: Ask existing customers to share their experiences with their friends and family.\n\n4. Invest in content marketing: Create helpful content related to your product and share it on social media and other platforms.\n\n5. Utilize search engine optimization (SEO): Optimize your website and content for search engines to increase visibility and attract more customers.\n\n6. Run targeted ads: Use paid advertising to reach potential customers who are likely to be interested in your product.\n\n7. Participate in industry events: Attend conferences, trade shows, and other events to network and build relationships with potential customers.\n\n8. Offer discounts and promotions: Provide discounts and other promotions to encourage customers to purchase your product.",
      "index": 0,
      "logprobs": null,
      "finish_reason": "stop"
      }
      ],
      "usage": {
      "prompt_tokens": 19,
      "completion_tokens": 212,
      "total_tokens": 231
      }
      }
    • generalQueryMessage – A message node with the script to display the query in Azure OpenAI system.
  3. Click the Train tab to complete the Dialog task training.
  4. Click the Talk to Bot icon to test and debug the dialog task.
  5. Follow the prompts in the VA console to resolve a general query.
  6. Enter a question based on a query when prompted by the VA, as shown below:
  7. You will notice an answer is generated for your query.
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