Docs

Simulate

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:…

Dashboard

The Dashboard gives an overview of your Process App. It allows you to track the real-time status of your application. You can find the details of the instances, tasks, usage metrics, and task trends on the dashboard. You can also filter the data based on a period (24 hours, 7…

Publish

End users can interact with a process app only when it is published. The Publish option allows you to make your Process App available to your end-users. Process App Status Process application goes through different stages before it is used by an end-user. It follows the life cycle as shown…

Connect to API

Connect to API integration is a service request made to a third-party application to help both applications communicate with each other to share the necessary information. With the Connect to API integration, you can access and send data from/to third-party applications. It allows you to perform the following actions: Get…

Connect to Data Table

Data Tables allow you to persist custom data and retrieve it whenever needed. Connect to Data Table allows you to store, read, and modify the data in the data tables on the platform. For example, let us consider an approved leave request. To store the leave data, you can use…

Integrations

Integrations allow you to send or receive data from your process app to other internal flows or third-party apps. In Process App, integration is subdivided into two: Connect to Data Table – It allows you to store, read, and modify the data in the data tables on the platform. For…

Tasks

Tasks are the key components of a workflow. It allows workflows to interact with users using human tasks or modify the data in the workflow using system tasks to provide an outcome for a business process. In a Process App, tasks are further classified into: Approval Task – It allows…

Triggers

Triggers are specific events that drive a specific process application based on conditions defined. There are different triggers that you can use to trigger a process flow based on the requirement. Conversational Trigger Conversational Trigger refer to the triggers that occur through a conversational bot. You must associate Kore.ai conversational…

Dialog Task – Legacy Builder

In a bid to improve useability and user experience, the dialog builder was given a makeover. You are given a choice to upgrade to the new builder or continue with the legacy builder, though we encourage you to go for the upgrade. This document deals with using the legacy dialog…

Settings

The Settings section allows you to configure settings related to your Process App. You can configure or make changes to the following: General Settings Members and Roles Versioning Channels Bot Permissions Alerts Manage Apps Import & Export settings Change Logs