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
Bot Store
Overview
Creating a Kore.ai Bot Account
Adding a Kore.ai Bot
Choosing a Channel for a Bot
Interacting with a Kore.ai Bot
Setting Up Web Service Alerts
Setting Up RSS Alerts
Setting Up the Kore.ai Webhook Bot
Custom Kore.ai Bots
Bots for your Customers FAQs
Bots for your Workforce FAQs
Adding Bots
Contacting Kore.ai Support
Setting Up Filters
Bot Store Settings
How Tos
Context Switching
Using Traits
Live Agent Transfer
Schedule a Smart Alert
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. User Management
  6. Managing Your Groups

Managing Your Groups

On the Groups page in the User Management module, you can create and manage logically related groups of users, as well as importing groups, such as your company Active Directory groups.

If the enterprise has varied and distinct Bot requirements for various departments or lines of business, creating groups, adding developers and assigning bots to the groups would be the recommended option. You can create a custom group of users, for example, by geographical location, department title, or common interest. Groups are automatically created when you import organizational units using Active Directory.

The following illustration is an example of the Groups page in the User Management module.

Groups Details

To sort the list of column values, click the Arrow Up up-arrow icon or Arrow Down down-arrow icon to the right of a column name.

The following list describes the columns displayed in the Groups listing.

COLUMN DESCRIPTION
Group Name Displays the group name. Click a name in the Group Name column to edit the members of the selected group.
Description Displays the optional description of the group.
Source The source used to create the group. One of:

  • Local – The group was created manually in the User Management module.
  • AD – The group was imported or synchronized using Active Directory.
  • System – The group was created as a default group by Kore.ai, for example, everyone.
Membership Displays the number of group members as users, and the number of groups as child members of the parent group. Click the link to edit the list of Kore.ai users and child groups for the selected group.
Using the Search Field

The list of entries in an admin console table can be very large depending on the size of your company, for example, a list of users. To find one or more specific users or groups, in the Search field, enter at least three characters to begin find-as-you-type. For example, enter product and any matching entries are displayed as shown in the following illustration.

Note: The number of search terms in a search query is unlimited, however, no more than the first 20 characters of each search term is used to return search results.

To view all entries, clear the search field, and then press the Enter key.

Using Add New

Click the  AddNewButton button to display the Create New User Group dialog to add a new Kore.ai group to your account.

Using Delete

Click the deletebutton_74x30 button to delete one or more selected Kore.ai groups.

Create a New Group

You may want to create one or more groups of users in your account for users with, for example, a related interest, department, or location. Groups created by the admin are not visible to the user and are for administrative purposes only. This topic describes how to define a new group and add users, or existing groups of users to that group.

  1. In the User Management module, on the Groups page, click Add New.
  2. The Create New User Group dialog is displayed.
  3. On the Common tab, in the Group Name field, enter the name for the group. Optionally, in the Description field, enter a description for the group.
    CreateNewGroup
  4. Click Next.
  5. The Members tab is displayed.
  6. In the Available Users/Groups section, optionally Sort and then select a Filter to display users and groups that can be added to the new group.
  7. Enter a name in the Search field, or scroll to select one or more Kore.ai users and Kore.ai groups, and then click addsinglearrow, or to add all available users and groups, click
    Adding Participants to a Group
  8. Click Save. The group is created and the Groups page is displayed.
  9. The Group Updated message is displayed at the top of the page.

Modify an Existing User Group

You may need to modify the members of a group. This topic describes how to modify the common group properties and the membership of an existing group.

  1. In the User Management module, on the Groups page, in the Group Name column, click the name of the group to modify.
  2. The Editing User Group – < Group Name > dialog is displayed.
  3. On the Common tab, you can modify the Group Name and Description field.
  4. On the Members tab, in the Available Users/Groups and Current Members sections, optionally Sort, and then select a Filter to display users and groups to add or remove.
  5. To modify the members of the group, you can:
    1. Enter a name in the Search field, or scroll to select one or more users and groups, and then click addsinglearrow to add new group members, or click deletesinglearrow_120x30 to remove the selected group members.
    2. Click adddoublearrow_117x30 to add all available group members, or click deletedoublearrow_119x30 to remove all current group members.
  6.  Click Save. The group is modified and the Groups page is displayed.

Editing User Groups

Delete a Group

You may no longer need a group of users in your account. You must remove all users from a group before you can delete a group. Complete the steps in the following procedure to delete a group.

Instead of deleting a group, you can also modify the common settings as well as the membership of an existing group. For more information, see Modify an Existing User Group.

  1. In the User Management module, on the Groups page, in the Group Name column, select the name of one or more groups to delete.
  2. On the Action bar, click deletebutton_74x30.
  3. In the Delete Group(s) confirmation dialog, click Delete.

Warning: This operation is permanent and cannot be undone.

The group is deleted.
BotsAdminUserManagementGroupsDelete

Menu