{"id":23447,"date":"2020-04-15T06:46:54","date_gmt":"2020-04-15T05:46:54","guid":{"rendered":"https:\/\/developer.kore.ai\/v7-2\/?p=23447"},"modified":"2020-04-16T08:13:49","modified_gmt":"2020-04-16T07:13:49","slug":"banking-bot-update-balance","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v7-2\/docs\/bots\/how-tos\/banking-bot-update-balance\/","title":{"rendered":"Banking Bot &#8211; Update Balance"},"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>This is document details steps in creating a sample banking bot. This bot is used in various use case scenarios presented in the How-Tos section of the developer documentation.<\/p>\n<p><strong>Prerequisites<\/strong>:<\/p>\n<ul>\n<li>You must have <a href=\"\/v7-2\/docs\/bots\/getting-started\/how-to-open-bot-builder\/\">signed up<\/a> with the Kore.ai Bots Platform<\/li>\n<li>You must be aware of the basics of Bot building (refer to <a href=\"\/v7-2\/docs\/bots\/getting-started\/getting-started-bots\/\" target=\"_blank\" rel=\"noopener noreferrer\">this link<\/a>)<\/li>\n<li>You must have created a simple bot (<a href=\"\/v7-2\/docs\/bots\/chatbot-overview\/creating-a-simple-bot\/\">refer here<\/a> for an example)<\/li>\n<li>You must have created a Banking Bot with Get Balance task (<a href=\"\/v7-2\/docs\/bots\/how-tos\/creating-a-banking-bot\/\" target=\"_blank\" rel=\"noopener noreferrer\">refer here<\/a> for example)<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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<h2><span class=\"ez-toc-section\" id=\"Bot_Overview\">Bot Overview<\/span><\/h2>\n<p>The Bot we will be building will be performing the basic banking transactions.<br \/>\nThis Bot will:<\/p>\n<ul>\n<li>Get account balance based on the Account Number and Account Type entered by the user, as <a href=\"\/v7-2\/docs\/bots\/how-tos\/creating-a-banking-bot\/\" target=\"_blank\" rel=\"noopener noreferrer\">seen here<\/a>.<\/li>\n<li>Update accounts with the balance.<\/li>\n<li>Transfer a specified amount from the payer account to a payee account.<\/li>\n<\/ul>\n<p>Let us add the Update Balance task.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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<h2><span class=\"ez-toc-section\" id=\"Update_Balance_Intent\">Update Balance Intent<\/span><\/h2>\n<ul>\n<li>The Update Balance task will prompt the user to enter account number and the account type (Savings\/Current).<\/li>\n<li>It would then prompt for the type of update &#8211; credit or debit and the amount to be updated.<\/li>\n<li>A service call will be made to fetch the details, calculate the balance and then another service call to update the balance.<\/li>\n<li>The success\/failure message will be displayed.<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/BB_UpdateBalance.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23453\" src=\"\/wp-content\/uploads\/sites\/13\/BB_UpdateBalance.png\" alt=\"\" width=\"1363\" height=\"766\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095012\/BB_UpdateBalance.png 1363w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095012\/BB_UpdateBalance-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095012\/BB_UpdateBalance-1024x575.png 1024w\" sizes=\"auto, (max-width: 1363px) 100vw, 1363px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_1_Dialog_Task\">Step 1: Dialog Task<\/span><\/h3>\n<ul>\n<li>Open the Banking Bot with Get Balance task already configured, <a href=\"\/v7-2\/docs\/bots\/how-tos\/creating-a-banking-bot\/\" target=\"_blank\" rel=\"noopener noreferrer\">see here for more<\/a>.<\/li>\n<li>Navigate to the <strong>Bot Task<\/strong> page, by hovering over the left navigation panel and selecting <strong>Bot Tasks.<\/strong><\/li>\n<li>Click on the <strong>+<\/strong> in the <strong>Dialog Tasks <\/strong>section.<\/li>\n<li><strong>New Bot Task <\/strong>screen will open.<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Intent Name<\/strong> &#8211; Enter the Intent name, this is the phrase that triggers the dialog. The intent name should be simple and not more than 3-4 words. For example, &#8216;<em>Update Balance<\/em>&#8216;.<\/li>\n<li>Under the <strong>More Options<\/strong>, you can add a <strong>description<\/strong> and other dialog related details. Let&#8217;s retain the default settings without any changes.<\/li>\n<\/ul>\n<\/li>\n<li>Click <strong>Create &amp; Proceed.<\/strong><\/li>\n<li>Property Panel for User Intent will be displayed. We will retain the default properties.<\/li>\n<li>Close the User Intent Property Panel.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_2_Entity_nodes\">Step 2: Entity nodes<\/span><\/h3>\n<p>Entity Node is typically used to gather information from the user.<br \/>\nHere we will be using it to capture the user input for Account Number and Account Type, Type of transaction and the Amount.<\/p>\n<ul>\n<li>Click the <strong>+<\/strong> next to the User Intent node<\/li>\n<li>Select the <strong>Entity<\/strong> option<strong>.<\/strong>\n<ul>\n<li>Select the\u00a0<strong>Account Number<\/strong> entity already created while configuring the Get Balance task.<\/li>\n<li>Close the AccountNumber Entity Property Panel.<\/li>\n<\/ul>\n<\/li>\n<li>Click the <strong>+<\/strong> next to the Account Number node<\/li>\n<li>Select the <strong>Entity<\/strong> option<strong>.<\/strong>\n<ul>\n<li>Select the\u00a0<strong>Account Type<\/strong>\u00a0entity already created while configuring the Get Balance task.<\/li>\n<li>Close the AccountType Entity Property Panel.<\/li>\n<\/ul>\n<\/li>\n<li>Click the <strong>+<\/strong> next to the Account Type node<\/li>\n<li>Select the <strong>Entity<\/strong> option<strong>.<\/strong>\n<ul>\n<li>Click the <strong>New entity node +<\/strong><\/li>\n<li><strong>Property Panel<\/strong> for the Entity Node is displayed\n<ul>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>TransactionType<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Transaction Type\u00a0<\/em><\/li>\n<li><strong>Type<\/strong>: Select \u2018<em>List of Items (enumerated)<\/em>\u2018 from the drop-down. We need to provide the list of values that the user can select.\n<ul>\n<li>Click on the\u00a0<strong>Settings icon<\/strong>\u00a0that appears next to the field.<\/li>\n<li>Opt for\u00a0<strong>Static List.<\/strong><\/li>\n<li>Enter the following options under separate rows as the\u00a0<strong>Display name\u00a0<\/strong>\u2013\u00a0<em>Credit<\/em>\u00a0and\u00a0<em>Debit.<\/em><br \/>\nValue and Synonym columns will auto-populate, leave them as is.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/BB_UB_TypeList.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23461\" src=\"\/wp-content\/uploads\/sites\/13\/BB_UB_TypeList.png\" alt=\"\" width=\"1347\" height=\"489\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095011\/BB_UB_TypeList.png 1347w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095011\/BB_UB_TypeList-300x109.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095011\/BB_UB_TypeList-1024x372.png 1024w\" sizes=\"auto, (max-width: 1347px) 100vw, 1347px\" \/><\/a><\/li>\n<li>Click\u00a0<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li>Navigate back to Entity Property Panel.<\/li>\n<li><strong>User Prompts:<\/strong> Enter the following text and hit enter to save:<br \/>\n<code>Select the transaction type.<\/code><\/li>\n<li><strong>Display List Of Values<\/strong>: Mark as \u2018<em>Yes, use channel specific standard formatting for default messages and show the available list of values to end user<\/em>\u2018. This will present the list of values in a button template for the supported channels.<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/BB_UB_Type.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23462\" src=\"\/wp-content\/uploads\/sites\/13\/BB_UB_Type.png\" alt=\"\" width=\"797\" height=\"663\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_Type.png 797w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_Type-300x250.png 300w\" sizes=\"auto, (max-width: 797px) 100vw, 797px\" \/><\/a><\/li>\n<li>Close the TransactionType Entity Property Panel.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Click the <strong>+<\/strong> next to the Transaction Type node<\/li>\n<li>Select the <strong>Entity<\/strong> option<strong>.<\/strong>\n<ul>\n<li>Click the <strong>New entity node +<\/strong><\/li>\n<li><strong>Property Panel<\/strong> for the Entity Node is displayed<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>Amount<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Amount\u00a0<\/em><\/li>\n<li><strong>Type<\/strong>:\u00a0<em>Number<\/em><\/li>\n<li><strong>User Prompts:<\/strong> Enter the following text and hit enter to save: <code>Enter the amount to transfer<\/code><\/li>\n<\/ul>\n<\/li>\n<li>Close the Amount Entity Property Panel.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_3_Service_Node_Get_Balance\">Step 3: Service Node &#8211; Get Balance<\/span><\/h3>\n<p>Service Node allows you to make a backend API call.<br \/>\nHere the service node is used to call an API to get account balance for the user entered account number.<br \/>\nWe will be using a dummy API setup for this tutorial. We will be using a mock API created specifically for this purpose with the following fields &#8211; FirstName, LastName, Address, City, Country, ZipCode, AccountNumber, AccountType, Balance.<\/p>\n<ul>\n<li>Click the <strong>+<\/strong> next to the Amount Entity node<\/li>\n<li>Select <strong>Service<\/strong> &#8211; Service node is used to make a backend API call to get account balance information.<\/li>\n<li>Click the <strong>New service node +<\/strong><\/li>\n<li><strong>Property Panel<\/strong> for the Service Node is displayed<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>GetAccountBalance<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Get Account Balance<\/em><\/li>\n<li><strong>Service Type<\/strong>: <em>Custom Service<\/em><\/li>\n<li><strong>Type<\/strong>: <em>Webservice<\/em><\/li>\n<li><strong>Sub Type<\/strong>: <em>REST<\/em><\/li>\n<li>Click <strong>DEFINE REQUEST<\/strong>\n<ul>\n<li>In the <strong>Define Request Page,<\/strong> enter the following details:\n<ul>\n<li><strong>Request type<\/strong> &#8211; <em>GET<\/em><\/li>\n<li><strong>Request URL<\/strong> &#8211; <code>https:\/\/5c3c633d29429300143fe4d2.mockapi.io\/AccountDetails?filter={{context.entities.AccountNumber}}<\/code><br \/>\nDue to the limitations of the dummy API service, instead of fetching the record for the given account number we are filtering the response for the required account number.<\/li>\n<li>This API does not require any Auth, or Header Parameters.<\/li>\n<li>Select the <strong>Test Request<\/strong> tab<\/li>\n<li>Enter an account number in the <strong>Sample Context Values<\/strong> section. This is the filter parameter needed by the API, you can use the following account number <em>02929664.<\/em><\/li>\n<li>Click the <strong>Test<\/strong>\u00a0button<\/li>\n<li>Wait for the test to be completed and you get a Status: 200<\/li>\n<li>As you can see an array of records is returned by the API call, in the next step we will be parsing the values using JavaScript.<\/li>\n<li>Click <strong>Save as Sample Response<\/strong><\/li>\n<li>Click <strong>Save<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Close the Service Property Panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_4_Script_Node\">Step 4: Script Node<\/span><\/h3>\n<p>Script Node allows you to incorporate programming logic to the bot.<br \/>\nHere the script node is used to credit\/debit the user entered amount to\/from the account.<\/p>\n<ul>\n<li>Click the <strong>+<\/strong> next to the GetAccountBalance node<\/li>\n<li>Select <strong>Script<\/strong> &#8211; Script node is used to calculate the balance to be updated.<\/li>\n<li>Click the <strong>New script node +<\/strong><\/li>\n<li><strong>Property Panel<\/strong> for the Script Node is displayed<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>BalanceCalculation<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Balance Calculation<\/em><\/li>\n<li>Under <strong>Script Definition<\/strong> section click the <strong>Define Script<\/strong> link<\/li>\n<li>In the <strong>Add Script<\/strong> window enter the following script.This script first checks the account type to match the user entry and then extracts the balance for that record\n<pre>var balance, i;\r\nfor (i=0; i &lt; context.GetAccountBalance.response.body.length; i++ )\r\n{ if (context.GetAccountBalance.response.body[i].AccountType == context.entities.AccountType)\r\n   { balance = parseFloat(context.GetAccountBalance.response.body[i].Balance);\r\n   }\r\n}\r\n<\/pre>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/BB_UB_ScriptAdd.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23464\" src=\"\/wp-content\/uploads\/sites\/13\/BB_UB_ScriptAdd.png\" alt=\"\" width=\"535\" height=\"429\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_ScriptAdd.png 535w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_ScriptAdd-300x241.png 300w\" sizes=\"auto, (max-width: 535px) 100vw, 535px\" \/><\/a><\/li>\n<li>Click <strong>Save<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>Close the Script Property Panel<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/13\/BB_UB_Script.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-23465\" src=\"\/wp-content\/uploads\/sites\/13\/BB_UB_Script.png\" alt=\"\" width=\"819\" height=\"425\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_Script.png 819w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/wp-content\/uploads\/sites\/13\/20221201095010\/BB_UB_Script-300x156.png 300w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/a><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_4_Service_Node_Update_Balance\">Step 4: Service Node &#8211; Update Balance<\/span><\/h3>\n<p>Here the service node is used to call an API to update the account balance for the user entered account number.<br \/>\nWe will be using a dummy API setup for this tutorial.<\/p>\n<ul>\n<li>Click the <strong>+<\/strong> next to the BalanceCalculation Script node<\/li>\n<li>Select <strong>Service<\/strong> &#8211; Service node is used to make a backend API call to update account balance information.<\/li>\n<li>Click the <strong>New service node +<\/strong><\/li>\n<li><strong>Property Panel<\/strong> for the Service Node is displayed<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>UpdateBalance<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Update Balance<\/em><\/li>\n<li><strong>Service Type<\/strong>: <em>Custom Service<\/em><\/li>\n<li><strong>Type<\/strong>: <em>Webservice<\/em><\/li>\n<li><strong>Sub Type<\/strong>: <em>REST<\/em><\/li>\n<li>Click <strong>DEFINE REQUEST<\/strong>\n<ul>\n<li>In the <strong>Define Request Page,<\/strong> enter the following details:\n<ul>\n<li><strong>Request type<\/strong> &#8211; <em>PUT<\/em><\/li>\n<li><strong>Request URL<\/strong> &#8211;<code>https:\/\/5c3c633d29429300143fe4d2.mockapi.io\/AccountDetails\/{{context.entities.AccountNumber}}<\/code>.<\/li>\n<li>This API does not require any Auth Parameters.<\/li>\n<li>In the <strong>Body<\/strong> tab, select the type as <em>application\/json<\/em><\/li>\n<li>Select the <strong>Test Request<\/strong> tab<\/li>\n<li>Enter an account number and balance in the <strong>Sample Context Values<\/strong> section.<\/li>\n<li>Click the <strong>Test<\/strong>\u00a0button<\/li>\n<li>Wait for the test to be completed and you get a Status: 200<\/li>\n<li>Click <strong>Save as Sample Response<\/strong><\/li>\n<li>Click <strong>Save<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Close the Service Property Panel<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Step_5_Message_Node\">Step 5: Message Node<\/span><\/h3>\n<p>A Message Node is used to display a message from the Bot to the user.<br \/>\nHere we will be using the Message node to show the success message.<\/p>\n<ul>\n<li>Click the <strong>+<\/strong> next to the GetAccountBalance Service node<\/li>\n<li>Select <strong>Message<\/strong> and click the &#8216;<strong>New message node +<\/strong>&#8216;<\/li>\n<li><strong>Property Panel<\/strong> for the Message Node is displayed<\/li>\n<li>Enter the following details:\n<ul>\n<li><strong>Name<\/strong>: <em>UpdateMessage<\/em><\/li>\n<li><strong>Display Name<\/strong>: <em>Update Message<\/em><\/li>\n<li><strong>Bot Responses:<\/strong> Enter <code>Your account balance has been updated<\/code> and hit enter to save<\/li>\n<\/ul>\n<\/li>\n<li>On the Bot Response Property Panel, open the connections tab by clicking the &#8216;<strong>Connections<\/strong>&#8216; icon.\n<ul>\n<li>Change the <strong>Default<\/strong> connection from &#8216;<em>Not Connected<\/em>&#8216; to &#8216;<em>End of Dialog<\/em>&#8216;.<\/li>\n<li>Click\u00a0<strong>Save<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<li>Close the Property Panel.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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><span class=\"ez-toc-section\" id=\"Test\">Test<\/span><\/h3>\n<p>To test the Dialog task, you can use the &#8216;Talk to bot&#8217; at the bottom right corner.<br \/>\nEnter the following utterance (intent name) &#8211; &#8220;<em>Get Balance<\/em>&#8221;<br \/>\nFollow the Bot instructions:<\/p>\n<ul>\n<li>Enter Account Number &#8211; 29565731;<\/li>\n<li>Select Account Type &#8211; Savings or Current;<\/li>\n<li>Select the Transaction Type &#8211; Credit or Debit;<\/li>\n<li>Enter the Amount &#8211; 100;<\/li>\n<li>See the success message.<\/li>\n<\/ul>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium 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<h2><span class=\"ez-toc-section\" id=\"Next_Steps\">Next Steps<\/span><\/h2>\n<p>Your Banking Bot is almost complete, you have successfully added Get Balance and Update Balance dialog tasks to the Bot. The next step would be to include the Transfer Funds task. <a href=\"\/v7-2\/docs\/bots\/how-tos\/banking-bot-transfer-funds\/\">Click here to continue<\/a>.<\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_medium with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"This is document details steps in creating a sample banking bot. This bot is used in various use case scenarios presented in the How-Tos section of the developer documentation. Prerequisites: You must have signed up with the Kore.ai Bots Platform You must be aware of the basics of Bot building (refer to this link) You...","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[74],"tags":[],"class_list":["post-23447","post","type-post","status-publish","format-standard","hentry","category-how-tos"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/23447","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\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/comments?post=23447"}],"version-history":[{"count":11,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/23447\/revisions"}],"predecessor-version":[{"id":23486,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/posts\/23447\/revisions\/23486"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/media?parent=23447"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/categories?post=23447"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-2\/wp-json\/wp\/v2\/tags?post=23447"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}