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. Builder
  5. Creation
  6. Bot Settings

Bot Settings

After you create a bot using Bot Builder, you may need to change or define advanced and optional settings, for example, to update or add a bot icon, or description.

Modifying Your Bot Settings

Follow these steps to open the bot’s Settings page:

  1. Open the bot whose settings you want to change.
  2. Go to Build > Configurations.

    Bot Settings

The Configurations section has the following options depending on whether it’s a Standard or Universal bot:

  • General Settings: Define or modify the Bot Name, Description, Icon, Color, and more. For more information, see General Bot Settings.
  • Languages: Manage bot languages and language detection capabilities. For more information, see Enabling an additional bot language.
  • PII Settings: Kore.ai allows you to redact any sensitive information types that users share with your bots. When you enable redaction for an information type, you can transform its value into a pattern that doesn’t contain comprehensible data, see Redacting Personally Identifiable Information
  • Bot Functions: Custom Script file enables you to collate and manage reusable utility JavaScript functions that can be used by different tasks, nodes, and other bot elements, see Bot Functions.
  • Authorization Profiles: Define one or more authorization profiles for your Bot to access your third-party web service as basic auth, oAuth v1, oAuth v2, or an API Key. For more information, see Bot Authorization.
  • Manage Sessions: Conversation Sessions are created for all interactions with the virtual assistant. You can define the Conversation Session behavior using the Manage Sessions option. For more information, see Manage Sessions.
  • Bot Variables (Environment Variables and Content Variables): Add variables that can be used when defining tasks and configurations. These are very useful when importing bot definitions between bots. For more information, see Using Bot Variables.
  • Feedback Survey: You can design and create feedback surveys for products, services, and overall experiences using out-of-the-box templates on the web and mobile channels. You can configure a Virtual Assistant to launch these surveys at a certain point in a conversation or at the end of a conversation. For more information, see Feedback Survey.

Go to Build > Bot Management to see the additional options:

  • Bot Versions: As part of the development process, you can mark specific stages as versions. For more information, see Bot Versioning.
  • Export & Import Bot: Export bot tasks and configurations as a JSON file that can be imported into another bot. Or Overwrite bot tasks and configurations by importing a valid JSON file. For more information, see Exporting and Importing Bots.
  • Delete Bot: Click to delete the Bot. Only unpublished and suspended bots can be deleted. If the bot has any published tasks, it cannot be deleted. For more information, see Deleting a Bot.
  • Change Logs: View a list of system events related to your Bot by a user, event, and timestamp. For more information, see Viewing the Bot Change Log.

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