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. Intelligence
  5. Sub-Intents & Follow-up Intents

Sub-Intents & Follow-up Intents

Human conversations are dynamic in that they tend to switch between intents and entities, often combining multiple things into one.

The Kore.ai XO Platform offers Sub Intents that are defined at the task level, and are the easiest way to shape dialog without having to manage context manually. This enables conversations to seamlessly branch into related intents as part of the primary intent, and work only within this context. An output context is added to the parent intent and an input context of the same name is added to the newly created child intent. Thus, the child intent can only be matched when the parent intent was matched during a previous portion of the conversation.

Follow-up Intents come in handy during the course of a dialog, a user utterance or intent cannot be attended to immediately. You can access such intents that come up during the execution of a different task, but that was never acted upon. These are stored in the FollowupIntents array. You can then opt to ask users at the end of the dialog flow to select and perform tasks from a list of identified follow-up intents. You can also access this list to further train and refine their dialog flows.

Sub Intents

There are three ways to define Sub Intents:

  • Add an Intent Node within the Dialog Task – This intent is not available for any other dialog and since it is within the dialog, it is within its context. (more…)
  • Use an existing Dialog Task – This intent can be used over multiple dialogs. You can define the dialog as Sub Intent-only dialog and it can not be invoked by user utterance nor will it appear in the list of available tasks when the user says help. (more…)
  • As linked Tasks – The above two options are used when the sub intent is part of the dialog flow. For cases where the sub intent can be invoked by the user anywhere within the dialog, use the Manage Sub Intents and Exceptions option.

Linked Task Exceptions 

To facilitate exceptions in switching between specific tasks, you can utilize the Linked Tasks Exceptions in dialog tasks. When you link a dialog task to another, you can define customized Hold and Resume properties to transition to that particular task. Additionally, you can write one or more conditional expressions using any entity values or context to ensure the Hold and Resume rules come into effect only if those conditions are met.

As a part of defining the exceptions, you can also define entity pre-assignments and post-assignments.

  • Using pre-assignments, you can map the parameters in the current context that need to be pre-populated in the next intent. You can pass the current context values to the entities present in the linked task or define custom variables to pass the current context values.
  • Using post-assignments, you can map the context values in the linked task back to the main task from where the linked task was invoked. You can pass the linked task context values to the entities present in the main task or define custom variables to pass the linked task context values.

    Note: Post-assignment is applicable only when the main task is resumed

Adding Exceptions

To add exceptions to transition to a specific task, follow the steps:

  1. Open the dialog task whose settings you want to customize.
  2. On the top-right of the Dialog Builder, click the more options icon and select Manage Interruptions.
  3. On the Manage Interruptions page, click the Add sub-intents or exceptions link.
  4. On the Add sub-intents or exceptions page, from the Tasks drop-down list, select a task to link. You can select multiple tasks.
  5. Define the Hold and Resume settings from the list of options below and click Save.
  6. The Manage Interruption Behavior page opens with the selected tasks listed under Exceptions.

Learn more about how to manage interruptions.

Adding Conditional Expressions

You can optionally add conditional expressions within which the transition should take place and map parameters for the selected task. 

To add conditional expressions, follow the below steps:

  1. Click the name of the task under Exceptions.
  2. Under Interruption Precondition, click Add If Condition.
  3. Select the Entity or Context option based on which you want to define the condition.
  4. Select an Entity or enter a Context as per your selection.
  5. Select a connector from the list of options: Exists, equals to, greater than equals to, less than equals to, not equal to, greater than, or less than.
  6. Under the value column, enter a comparative value.
  7. To add more conditions, click Add If, and repeat steps 1-6. You can add any number of conditions. When you write multiple conditions, all the specified conditions must be met for the Hold and Resume settings to take effect.

Important Notes:

  • Using exceptions, you can link the same target task to a source task multiple times by defining different pre-conditions. When you do so, the Platform executes the exceptions in the order they are defined.
  • When none of the pre-conditions meet an exception, the Platform adds the intent to the Follow-up Intents array.
  • The Platform evaluates the pre-conditions only when it encounters a user intent and tries to determine whether to execute it or not. It does not evaluate the pre-conditions when developers initiate the linked task through transitions or when the end-user chooses to run the task at the end of the dialog.

Parameter Mapping

To add entity pre-assignments, follow these steps after you enter conditional expressions for an exception:

  1. On the Exception Task window, under the Parameter Mapping section, Entity pre-assignment lists the entities needed for the on-hold task.
  2. Enter a direct value or a context reference next to an entity for which you want to pass a value.
  3. To pass values through a variable, click Add Key/Value and enter a variable name and value.

To add entity post-assignments, follow these steps after you enter conditional expressions for an exception:

  1. On the Exception Task window, under the Entity post-assignment section, you can see the list of entities in the current task.
  2. Enter a direct value or a context reference next to an entity for which you want to pass a value.
  3. To pass values to a variable, click Add Key/Value and enter a variable name and value.

    Note: Post-assignment is applicable only when the main task is resumed.

If you want to reset the values, you need to use the keyword “null”, spaces would be ignored by the Platform.

Follow-up Intents

Follow-up intents refer to intents that came up in user conversations during the execution of another task, but the assistant has not attended to. As a part of dialog task execution, the VA captures all unattended interruptions and makes them accessible to the VA in the FollowupIntents array.

However, the VA does not capture Follow-up Intent if you select the Do not Hold and Resume option at the node, task, or bot level, whichever is applicable to the task flow.

You can enable the dialog task to present all the Follow-up tasks to the user at the end of the dialog so they can choose to execute any of them. To do so, follow these steps:

  1. Open the dialog task whose settings you want to customize.
  2. On the top-right of the Dialog Builder, click the more options icon and then click Dialog Settings.
  3. The Follow-up Task sections shows the following options:
    1. Yes, at the end of this dialog ask the user to select and perform a task from the Follow-up task list: Select this option to show all the unattended intents to the user at the end of the dialog. To customize the message sent to the user, click Manager Response next to the option.
    2. No, the Follow-up task list is handled as part of the node connections: This is the default option. If this option is active, the VA does not present the Follow-up intents to the users at the end of the dialog. However, a developer can access this using the FollowupIntents array.
Menu