{"id":19922,"date":"2019-05-02T12:00:39","date_gmt":"2019-05-02T12:00:39","guid":{"rendered":"https:\/\/developer.kore.ai\/v7-2\/?p=19922"},"modified":"2021-03-30T07:17:14","modified_gmt":"2021-03-30T06:17:14","slug":"managing-dialogs","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v7-2\/docs\/bots\/bot-builder-tool\/dialog-task\/managing-dialogs\/","title":{"rendered":"Managing Dialogs"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>Your bot can have many dialog tasks with related components. You can use the Dialog Editor to create, review, and edit a single dialog task for a bot. However, to better visualize and understand relationships and settings for all dialog tasks in a bot, you should use the Manage Components feature.<\/p>\n<h3 id=\"manage\"><span class=\"ez-toc-section\" id=\"Managing_Task_Components\">Managing Task Components<\/span><\/h3>\n<p>To start managing your dialog tasks, follow these steps:<\/p>\n<ol>\n<li>Open the bot for which you want to manage the dialog task components.<\/li>\n<li>Hover over the side navigation panel and click Bot Tasks.<\/li>\n<li>In the <strong>Dialog Tasks<\/strong> section, click <strong>Manage Components<\/strong>.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/Navigating-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13934\" src=\"\/wp-content\/uploads\/sites\/13\/Navigating-2.png\" alt=\"\" width=\"802\" height=\"547\" \/><\/a><\/li>\n<\/ol>\n<h4>Dialog Components<\/h4>\n<p>The Dialog Components window shows all of the components used in any dialog task of the bot. To view or modify the settings of a component, click its name. The Properties panel of the node opens.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/Properties-panel-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13935 alignnone\" src=\"\/wp-content\/uploads\/sites\/13\/Properties-panel-1.png\" alt=\"\" width=\"1245\" height=\"544\" \/><\/a><br \/>\nThe following table lists the details included in the window for each component type<\/p>\n<table>\n<thead>\n<tr>\n<th>Component Type<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><b>User Intent<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Description<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Entity<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Entity Type<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Message<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Script<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Service<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Service Type<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Confirmation<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<li>Dialog Tasks used in<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Webhook<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><b>Agent Transfer<\/b><\/td>\n<td>\n<ul>\n<li>Name<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"upgrading-tasks\"><span class=\"ez-toc-section\" id=\"Upgrading_Tasks\">Upgrading Tasks<\/span><\/h3>\n<p>After you publish a task, and the Bots Admin approves and deploys the task, to make changes in the published bot, you will need to upgrade the bot, and then publish the upgrade for Bots Admin approval and deployment to users. However, you can make some minor changes, such as task descriptions, <strong>Task Demo<\/strong> link, custom error messages on the <strong>General<\/strong>\u00a0tab\u00a0for a task.<\/p>\n<p>Some changes, for example, bot <strong>Name<\/strong>, can only be changed if the bot is not published. To change the name of a published bot, the Bots Admin would have to suspend the bot by removing all assigned users and marking the bot\u00a0task as inactive.<\/p>\n<h4>Editing Basic Settings<\/h4>\n<p>This section describes how to make changes to a published task. Basic settings can be changed and saved without upgrading the bot because the end-user experience is not changed. Only limited settings can be changed for a published bot.<\/p>\n<p><strong>To edit settings for a published task<\/strong><\/p>\n<ol>\n<li>Open the bot whose task you want to edit.<\/li>\n<li>Hover over the left-hand navigation panel of the bot, and click <strong>Bot Tasks<\/strong>.<\/li>\n<li>Point to the task you want to edit, and click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon that is displayed. The <strong>General<\/strong>\u00a0tab for the published task is displayed with both read-only and editable fields.<\/li>\n<li>Click <strong>Save<\/strong> to save the modified settings and close the <strong>General<\/strong>\u00a0tab.<\/li>\n<\/ol>\n<p>You cannot access other\u00a0tabs for a published task for editing. However, you can click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon, and then select <strong>View<\/strong> to view all tabs of a published task. Editing a published task using the\u00a0<strong>Edit Basic Settings<\/strong> command does not require Enterprise Admin nor end-user approval or action, and the <strong>Version<\/strong>\u00a0number of the task is unchanged.<\/p>\n<h4>Upgrading Tasks<\/h4>\n<p>If you need more than a minor change to the published task, you will have to upgrade the task to a new version.<\/p>\n<h5>Upgrade Types<\/h5>\n<p>There are two types of upgrades for a task:<\/p>\n<ul>\n<li><strong>Mandatory<\/strong> &#8211; A mandatory upgrade generally does not require end-user action, and users are only informed that the task was upgraded with an auto-upgrade. If a mandatory upgrade does require end-user action, for example, new authentication requirements, the end-user is notified to take the action for a manual upgrade, sent reminder notifications, and finally, expiration of the original task after 15 days.<\/li>\n<li><strong>Optional<\/strong> &#8211; An optional upgrade is not required\u00a0and is not auto-upgraded for users. End-user action is required to complete the manual upgrade and the user can choose whether or not to upgrade.<\/li>\n<\/ul>\n<h4>Task Upgrade Definitions<\/h4>\n<p>A <strong>Version Type<\/strong> is either a major or minor update.<br \/>\nDepending on the changes for the bot task, you may be able to specify\u00a0the version type as a minor or major update for the revision number. All published tasks begin with <strong>Version<\/strong> set to <strong>1.0<\/strong>. A major update would set the <strong>Version<\/strong> to <strong>2.0<\/strong>, while a minor update would set the <strong>Version<\/strong> to <strong>1.1<\/strong>.<\/p>\n<p>As part of the end-user upgrade experience, you must define the messages shown to the user to describe the upgrade and other messages that describe what the upgrade will change.<\/p>\n<h4>Verify Flows<\/h4>\n<p>And finally, if the upgraded task is mapped in a flow, you must review, update, and confirm existing mapping values defined in the flow. If the flows are not verified, mapped action tasks will not be displayed in the upgraded task for the end-user.<\/p>\n<div class=\"alert alert-info\"><strong>Note:<\/strong> You cannot publish another upgrade to a mandatory published task that requires manual end-user input during the initial 15-day deployment.<\/div>\n<h3><span class=\"ez-toc-section\" id=\"Upgrading_a_Task\">Upgrading a Task<\/span><\/h3>\n<p>Using the <strong>Upgrade<\/strong> command, a duplicate of the original task is created where you can make your modifications without affecting the published version. Then, when ready to deploy, you can decide if the upgraded task is mandatory or optional for users that are\u00a0already using the originally published task.<\/p>\n<h4>To upgrade a task<\/h4>\n<ol>\n<li>Open the bot whose task you want to edit.<\/li>\n<li>Hover over the left-hand navigation panel of the bot, and click <strong>Bot Tasks<\/strong>.<\/li>\n<li>Point to the task you want to edit, and click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon that is displayed.<\/li>\n<li>In the <strong>Action Tasks<\/strong> or<strong> Alert Tasks<\/strong>\u00a0section, click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon for the published\u00a0task you want to upgrade, and then click <strong>Upgrade<\/strong>.<\/li>\n<li>A duplicate of the published task is created with a <strong>Status<\/strong> set to <strong>Upgrade In Progress<\/strong>\u00a0and the <strong>General<\/strong>\u00a0tab is displayed.<\/li>\n<li>Modify the task as needed, and then click <strong>Finish Setup<\/strong>.<\/li>\n<\/ol>\n<p>When you are complete with the modifications to the upgraded\u00a0task, the task\u00a0<strong>Status<\/strong> is set to\u00a0<strong>Configured<\/strong>, and the <strong>Version<\/strong> is set to <strong>Draft<\/strong>.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/upgrade.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14409\" src=\"\/wp-content\/uploads\/sites\/13\/upgrade.png\" alt=\"\" width=\"797\" height=\"242\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"deleting-tasks\"><span class=\"ez-toc-section\" id=\"Deleting_and_Recalling_Tasks\">Deleting and Recalling Tasks<\/span><\/h3>\n<p>As a developer, you can create, modify, upgrade, publish, and when needed recall a task approved for publishing, and delete a task if no longer needed. This topic describes how to recall or delete a task.<\/p>\n<p>After you publish a task and the Bots Admin approves the task, the task\u00a0becomes available to users, either employees or end-user customers, after the Bots Admin assigns the approved Bot to users. Once a task is made available to users, it is like a book that has been printed, published and distributed for the general public, and cannot be deleted by the developer or the Bots Admin. However,\u00a0a Bots Admin can suspend usage of a Bot by users. When a task is suspended by the Bots Admin, the <strong>Status<\/strong> of that task is displayed as <strong>Suspended<\/strong> in Bot Builder. For more information about task <strong>Status<\/strong>, see <a href=\"\/v7-2\/docs\/bots\/getting-started\/working-with-kore-ai-bot-builder\/#Bot_Task_Builder_Page\">Getting Started with Building Bots<\/a>.<\/p>\n<p>When you publish a task, the <strong>Status<\/strong> for that task is displayed as <strong>Awaiting Approval<\/strong> in Bot Builder. Tasks with this status can be <strong>Recalled<\/strong> before the Bots Admin approves the task. When a task is successfully <strong>Recalled<\/strong>, the <strong>Status<\/strong>\u00a0reverts to <strong>Configured<\/strong>, and you can then edit or delete the task as needed.<\/p>\n<p><strong>To recall a task<\/strong><br \/>\nTo recall a task, the <strong>Status<\/strong> must be <strong>Awaiting Approval<\/strong>.<\/p>\n<ol>\n<li>In Bot Builder, on the left navigation menu,\u00a0click\u00a0the Bot that is defined with the\u00a0task that you want to recall, and then\u00a0on the <strong>Bot Tasks<\/strong>\u00a0tab, click the <strong>Expand<\/strong>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"icon alignnone wp-image-8284 size-full\" src=\"\/wp-content\/uploads\/sites\/13\/Expand-Icon.png\" width=\"20\" height=\"24\" \/> icon for the task type you want to recall.<\/li>\n<li>Point to the task you want to recall, click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon that is displayed, and then click <strong>Recall<\/strong>.<\/li>\n<li>In the <strong>Recall Confirmation<\/strong> dialog, click <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<p>The task is recalled from the Bots Admin, and the <strong>Status<\/strong> is updated to <strong>Configured<\/strong> in Bot Builder.<\/p>\n<p><strong>To delete a task<\/strong><br \/>\nTo delete an unpublished task, the <strong>Status<\/strong> must be <strong>Configured<\/strong>, <strong>In Progress<\/strong>, or <strong>Rejected<\/strong>.<\/p>\n<ol>\n<li>In Bot Builder, on the left navigation menu,\u00a0click\u00a0the Bot that is defined with the\u00a0task that you want to delete, and then\u00a0on the <strong>Bot Tasks<\/strong>\u00a0tab, click the <strong>Expand<\/strong>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"icon alignnone wp-image-8284 size-full\" src=\"\/wp-content\/uploads\/sites\/13\/Expand-Icon.png\" width=\"20\" height=\"24\" \/> icon for the task type you want to delete.<\/li>\n<li>Point to the task you want to delete, click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/13\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/>\u00a0icon that is displayed, and then click <strong>Delete<\/strong>.<\/li>\n<li>In the <strong>Delete Confirmation<\/strong> dialog, click <strong>Continue<\/strong>.<\/li>\n<\/ol>\n<p>The task is deleted from Bot Builder.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Your bot can have many dialog tasks with related components. You can use the Dialog Editor to create, review, and edit a single dialog task for a bot. However, to better visualize and understand relationships and settings for all dialog tasks in a bot, you should use the Manage Components feature. Managing Task Components To...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"class_list":["post-19922","post","type-post","status-publish","format-standard","hentry","category-dialog-task"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/19922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/comments?post=19922"}],"version-history":[{"count":14,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/19922\/revisions"}],"predecessor-version":[{"id":21662,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/19922\/revisions\/21662"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/media?parent=19922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/categories?post=19922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/tags?post=19922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}