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 Major Version
Recent Updates
Previous Versions
Deprecations
Request a Feature
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
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
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
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
Azure OpenAI
Overview
Templates
BambooHR
Overview
Templates
Freshdesk
Overview
Templates
Freshservice
Overview
Templates
HubSpot
Overview
Templates
JIRA
Overview
Templates
Microsoft Graph
Overview
Templates
Open AI
Overview
Templates
Salesforce
Overview
Templates
ServiceNow
Overview
Templates
Stripe
Overview
Templates
Twilio
Overview
Templates
Agents
Agent Transfer Overview
Custom (BotKit)
Drift
Genesys
Intercom
NiceInContact
Salesforce
ServiceNow
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
NLP Insights
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
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
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
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Installing the BotKit SDK
Using the BotKit SDK
SDK Events
Tutorials
BotKit - Blue Prism
BotKit - Flight Search Sample VA
BotKit - Agent Transfer
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Data Tables and Views
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On (SSO)
Two-Factor Authentication (2FA)
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Advanced Topics
  5. Authorization
  6. Setting Up Authorization using OAuth v2 client credentials

Setting Up Authorization using OAuth v2 client credentials

OAuth v2 is the new version of the open protocol to allow secure authorization via a 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 sign in credentials for that application to configure the settings for the Authorization Mechanism.

The Client Credentials grant type is used when applications request an access token to access their own resources, not on behalf of a user.

Configuring oAuth v2 Using Client Credentials

To configure this audialog opensthorization method for your assistant, follow these steps:

  1. Open the assistant for which you want to configure an Authorization profile.
  2. Select the Build tab from the top menu.
  3. From the left menu, click Configurations > Authorization Profiles.
  4. Click Add. The New Authorization Mechanism dialog opens.
  5. In the Authorization Type drop-down list, select auth v2 client credentials.
  6. In the Name field, enter the name for your authorization.

The following illustration shows the oAuth v2 fields that you must define to enable authorization for your assistant.

Please define the fields as explained in the following table:

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 Kore.ai application authentication based on the Client ID to the web application.

Token Request URL

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

Scope

If the web service requires additional values for authorization, add one or more Key/Value pairs. For example, some 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.

Description

Enter a description for your authorization. 

Authorization Fields

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.

Testing the Authorization

After you save the authentication, you can test your authorization definition on the Authentication page when you click Test before continuing to develop the remaining steps of your task. When you click Test, the test is executed using the authentication token URLs and the Client ID and Client Secret Key. If tenancy was defined, the Test Authorization dialog is displayed.

Click Test to begin the authorization test. 

When the validation of authorization is complete, the results of the validation, either success or failure, are displayed. If the authorization fails, the Auth Test Failed message is displayed along with the Headers and Response tabs as shown in the following illustration.

 

Menu