Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Design
Develop
Dialog Task
Working with User Intent Node
Working with the Dialog Node
Working with Entity Node
Supported Entity Types
Working with Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Working with Message Nodes
Working with the Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Action & Information Task
Working with Action Tasks
Working with Information Tasks
Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Tasks
Knowledge Ontology
Building Knowledge Graph
Importing and Exporting Bot Ontology
Knowledge Extraction
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
NLP Settings and Guidelines
Bot Intelligence
Overview
Context Management
Session and Context Variables
Context Object
Dialog Management
Sub-Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talking to Bot
Utterance Testing
Batch Testing
Recording Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Universal Bots
Defining
Creating
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
Using Bot Variables
API Guide
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Kore.ai Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Web Socket Connect & RTM
Using the BotKit SDK
Installing the BotKit SDK
BotKit SDK Configuration
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Overview
Using Single Sign-On
Cloud Connector
Analytics
Billing
How Tos
Context Switching
Using Traits
Live Agent Transfer
Schedule a Smart Alert
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  4. Advanced Topics
  5. Universal Bot
  6. Creating a Universal Bot

Creating a Universal Bot

Creating a Universal Bot involves the following major steps:

  1. Create the Basic Universal Bot
  2. Add Linked Bots
  3. Configure the Channels
  4. Test the Universal Bot
  5. Publish the Universal Bot

For an overall understanding of Universal Bots click here.

Step 1: Create the Basic Universal Bot

Open the Bot Builder and start creating the universal bot by entering basic bot details such as its name, default language, etc.

  1. Open the Bot Builder.
  2. At the top right side of the list of bots, click + New Bot.
  3. In the Bot Name field, enter a name for the bot.
  4. Set the Default Bot Language.
  5. Select the Bot Type as Universal Bot.

After these steps, the universal bot gets created and is listed in your Bot Listing page. The next steps help you add the desired functionality to the bot.

Step 2: Add Linked Bots

After you create a universal bot, link one or more existing bots to it. Since a universal bot comprises of other bots, you must have already created at least one standard bot.

Important Notes:

  • Linking a standard Bot does not give the owner or the developers of the universal Bot access to the linked Bot’s tasks and functions.
  • The universal Bot does not clone the tasks in the linked Bots but performs them via the linked Bot. So, any changes made to the linked Bot reflect the universal Bot’s functionality.

Follow these steps to add linked bots to the Universal Bot:

  1. Open the universal bot to which you want to link other bots.
  2. Select Linked Bots from the left navigation menu.
  3. Click the Link a Bot link to open the Select a Bot dialog.
    Note: On the Select a Bot dialog, you can only see the bots for which you are either the owner or a co-developer. If you cannot see a bot in this window, make sure the bot is shared with you by its owner.
  4. Select the bots that you want to link to the bot and click Finish.
  5. Once you have linked Bots to the Universal Bot, the Linked Bots page will list all the Linked Bots. You can use the Manage Linked Bot to link another Bot.

Unlink a Bot

If you want to unlink a linked bot, follow these steps:

  1. On the Linked Bots page, hover over the bot you want to unlink.
  2. Click the gear icon, and then click Un-Link.

Step 3: Configure the Channels

The universal Bot requires channel configurations separate from its underlying linked Bots, so the channels must be set up or enabled again. You can set up channels for the universal Bot regardless of the linked Bot channels and the published tasks of the linked Bots will execute from the universal Bot channels.

Before you Begin

This article assumes that you understand the fundamentals of configuring channels in Kore.ai and therefore focuses on the configuration aspects specific to the universal bots. For fundamentals of configuring channels in the Bot Builder, refer to Adding Channels to your Bot.

Important Notes:

  • The Universal Bot is available only on the channels enabled for it, regardless of the enabled channels for the linked Bots.
  • If a channel is configured for both linked and universal Bots, the message delivered to the user follows the channel-specific messages and formatting configured at the linked Bot.
  • If a channel enabled for the universal Bot is not enabled for the linked Bot, the universal Bot responds with the default messages defined for the linked Bot’s functionality.
  • If you do not set up any channel-specific formatting at either the universal or the linked Bot’s settings, the default message with standard formatting gets applied.
  • Alerts configured from universal Bot will be delivered via the universal Bot.

Configuring the Channels

Follow these steps to enable channels for the Universal Bot:

  1. Open the universal bot for which you want to configure new channels.
  2. Hover over the left navigation panel and click Channels.
  3. From the list of supported channels on the Channels page, click a channel to configure it.
  4. The configuration settings for each channel vary according to the channel. When you click a channel to configure it, the configuration instructions are displayed. Follow them for channel configuration.
  5. Configure and save the channel settings.

Step 4: Test the Universal Bot

Since the universal Bot links together many standard Bots, the natural language processing settings may have to be optimized for several user utterances to accurately recognize the relevant bot and intent.

Testing the universal bot is similar to testing a standard bot where you type a user utterance and analyze the results. However, in case of the universal bots, you see not just the shortlisted intents for the utterance but also the bots to which they belong. The name of the bot is prefixed to the intent in the following syntax: Bot Name: Task Name.

Before you begin

This article assumes that you understand the fundamentals of testing bots in Kore.ai Bots platform and therefore focuses on the testing aspects specific to the universal bots. To refer to the fundamentals of testing bots in the Bots Builder, read Testing your bot.

Testing a User Utterance

Follow these steps to test user utterances for universal bots:

  1. Open the universal bot for which you want to test the user utterances.
  2. Hover over the left navigation panel and click Testing -> Utterance Testing.
  3. In the Type a user utterance field, enter the utterance that you want to test. For example Book Flight.
  4. The results show up below with single, multiple, or no matching intents. For example, below is a multiple match result for the Book Flight utterance.

Understanding the Test Results

The result for test utterances fall into one of these three categories:

  • Single Matched Intent: A task or user intent of one of the linked bots matched the input.
    • If it is a correct match, you can provide additional training for the same task in the same bot to enhance its score, or you can also train a different task from another bot to recognize the utterance.
    • If it is an incorrect match, click the Mark as Incorrect Match link next to the matched intent. Clicking the link allows you to select the task or intent from the same or another bot that should match.
  • Multiple Matches with Same Scores: More than one task with the same recognition score matched the intent. These tasks can belong to one or more than one linked bots. Select the radio button next to the task that you want to match for the utterance.
  • Unidentified Intent: The user input did not match any task in any of the linked bots. Train the bot as explained below to match the right bot and linked task.

Improving the Universal Bot Performance

You can train the universal bot to match with the correct linked bot and the correct task within the linked bot. Though you train the linked bot from the universal bot windows, the training is saved directly at the linked bot.

Follow these steps to train the linked bots in a universal bot:

  1. On the Utterance Testing window for the universal bot, select an intent.
  2. It opens the following fields that enable you to train the task using machine learning utterances, synonyms, and patterns.

Step 5: Publish the Universal Bot

After you have defined, trained and saved a new configuration for a Universal Bot, it becomes visible on the Bot Builder home page. It is not available to users other than the developers on the bot until it is published and approved by the Bots Admin.

Universal Bot Statuses

The following are different statuses related to the universal bots, these will be displayed in the Linked Bots page against the linked Bots selected for publishing:

Universal Bot Status Description
Linked Bot configuration is complete and the standard bots are linked.
Awaiting Approval The Bot is published for enterprise use but has not been approved by the Bots Admin.
Published The Universal Bot is published for personal, enterprise, or public use.
Rejected The Bots Admin did not deploy the bot to the enterprise. An email is sent to the developer with comments from the Bots Admin.
Suspended The Bots Admin suspended the use of a deployed bot. An email is sent to the developer with comments from the Bots Admin.

Publish the Bot

Follow these steps to publish a universal bot:

  1. Open the universal bot that you want to publish.
  2. Hover over the left navigation panel and click Publish.
  3. On the Publish page, select the linked bots you want to publish.
    Note: Default dialog is automatically selected and as it is mandatory to publish it you cannot de-select it.
  4. Select from the list of enabled languages to publish the bot.
  5. Click Publish.
Note: After you publish a universal bot, all the published tasks in the selected linked bots become accessible to the users and any changes made to the linked bots automatically reflect in the universal bot.
Menu