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
Storyboard
Dialog Task
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Message Nodes
Confirmation Nodes
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Connections & Transitions
Managing Dialogs
Prompt Editor
Alert Tasks
Alert Tasks
Ignore Words and Field Memory
Digital Views
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Small Talk
Action & Information Task
Action Tasks
Information Tasks
Establishing Flows
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
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
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
koreUtil Libraries
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
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
Dashboard
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Enrollment
Inviting Users
Bulk Invites
Importing Users
Synchronizing Users from AD
Security & Compliance
Using Single Sign-On
Security Settings
Cloud Connector
Analytics
Billing
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configuring Digital Views
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  4. Bot Administration
  5. Bots Admin Console

Bots Admin Console

This section describes the Kore.ai Bots Admin Console that you can use to manage Bots and users for your company. The Kore.ai Bots Admin Console is a one-stop destination to enroll and manage Kore.ai Bot users in your organization.

Prerequisites for a Bots Admin 

To sign up for a Bots Admin account, you must meet the following requirements:

  • A valid email address.
  • A validated Kore.ai user account. If you do not have a user account, Kore.ai will create a user account for you, and you must validate that account before proceeding.
  • Authorization to control the Bots Admin account. Only one user in an account can be the primary Bots Admin. The Primary bot admin can add multiple other users as admin with custom defined permissions.

Accessing Admin Console

If you have already registered and set up your account, you can log on to the Bots Admin Console directly from the Kore.ai Bot Store. After you sign on to the Bot Store using your Kore.ai account, you can click Bots Admin Console on your user menu as shown in the following illustration.

You can also access the Bot Admin Console from the Bot Builder using the Got To Admin Console option.

NOTE: These options are available only for Bot account Admin.

Kore.ai applies an added level of security and as such the Bot admin session times out after 15 mins of idle time. In such scenarios, you will be taken to your account bot admin console and asked to sign-in again.

As a Bots Admin, you can enroll users, manage admin and custom roles, define security settings, and manage bots in your company. The following illustration is an example of the Bots Admin Console with the Dashboard page displayed. Refer here for more on Dashboard.

What Should I Do First?

When you first start using the Kore.ai Bots platform, using the Bots Admin Console, you should start inviting and adding users to join the Kore.ai Bots account for your company.

You can also control  access to individual Bots in your enterprise account.  For managing Bot access, see here.

If your enterprise has varied departments, with each having individual and separate Bot requirements, it is advisable to seggregate the Bot development into Groups. You can create groups of users and assign Bots to the groups as needed. For managing groups, see here.

Let us look at inviting and adding users to join your enterprise account. For this scenario, we will assume an example user, that Bob at bob@koremessenger.com has never signed up for Kore.ai Bots platform and is a company employee that you want to manage. To invite and allow Bob to use Bots, you’ll need to follow this process:

  1. Invite Bob to join Kore.ai by sending him an invite to join Kore.ai.
  2. Bob enrolls in Kore.ai using the link you sent in the invite. Using this link, Bob signs up and provides a password and other user info for his account.
  3. Once the sign-up process is complete, you can assign him to one or more bots.
  4. You can also assign various roles to the user.

How Do I Do It?

The following sections describe how to achieve the above-mentioned steps from the Bots Admin Console.

Step 1 – Inviting a New User

Let’s invite Bob to join Kore.ai.

  1. On the left navigation menu, click to expand the Enrollment module, and then click Invite. The Invite users to join Kore.ai page is displayed.
  2. Enter the email address of the user, in this case bob@koremessenger.com. You can send invitations to five users at  a given time.
  3. Click Send Invitations.

An email is sent to bob@koremessenger.com with a link to sign up for Kore.ai. Bob clicks the link, signs up for Kore.ai, and becomes a user in your Kore.ai bots platform account and is ready to be assigned bots.

More on User Management

Step 2 – Assigning a Custom Bot

As an Admin, you can assign users to custom Bots. Before you can assign a Bot to a user, the Bot should have been published to the enterprise.

For this example scenario, we assume that Bots have been published to your account.

  1. Since this Bot was deployed for Enterprise use, it is displayed on the Enterprise Bots page, as shown in the following image.
  2. In the Bot & task assignments dialog, select Assign Bot’s tasks and then choose Assign individual users, select Bob from the list of users (you will see Bob’s name only after he has accepted the invitation and joined Kore.ai) and then click Done.
  3. To save and apply the changes, in the Bot & task assignments dialog, click Apply.
  4. In the Bot Assignment successful dialog, click OK.

More on Bots Management

Step 3 – Assigning a Role

You can assign Roles to the user. By default the roles of Master Admin, Bot Owner, Bot Developer and Bot Tester are created by the platform. You can create your own custom roles, too (refer here for more).

To assign a role to a user follow these steps:

  1. From User Management, select Role Management.
  2. Hover over the role that you want to assign to the user and click the edit icon.
  3. From the Manage Role dialog, under Assignments tab click Assign Role button.
  4. Type and select the User Name you want to add (Bob in this case).
    Note: The role of Bot Owner is assigned at the time of Bot creation and can be changed either from the Bots Management module or from the Bot Builder by the Bot Owner not from Role Management.
Menu