Docs

Managing Your Users

User Management involves managing users and user groups From Users section, you can view and manage your Kore.ai user roles, status, and monitor user message activity. From User Settings section, you can define the user profile fields displayed to the user in their profile, for example, address information, and if the…

User Management Module Overview

After you add your Kore.ai users, you may need to update user information, add or delete users in the Users module. As the Bots Admin or an admin user, you can administer your users, assign users to groups, and manage company distribution lists. The following illustration is an example of the Users tab in…

Synchronizing Users from Active Directory

As a Bots Admin or admin user, you can configure Kore.ai to synchronize with your organizational LDAP Active Directory to enroll users from your company into Kore.ai. On the Enrollment > Directory sync page, you can do the following: Use a cloud-based or Kore.ai agent to connect to your Active Directory (AD) server Manually start synchronization…

Importing Users and User Data

If you need to invite multiple Kore.ai users and you have information about users in addition to the email address, such as the First Name, Last Name, Department, Phone, and Job Title, you can use the Import page to add new users and update existing users based on a list that…

Sending Bulk Invites to Enroll Users

On the Enrollment > Bulk Invite page, you can use a text file that contains email addresses of the users you want to join your account. This option is particularly useful to enroll a large number of members. The import file should be a basic text file with one email…

Inviting Users

You can use the Invite page to send join invitations to members of your organization. This is helpful if you have a few members to invite, for example, between one and ten. If you have many users to invite, you can send bulk invitations to join Kore.ai using a predefined…

Information Tasks

Information tasks are used by chatbots to look up data or pull reports for users and return easy-to-consume results or a link to the results for extended data. Users can identify the specific parameters or filters for the information delivered – such as the quantity of results – for bots…

Bots Management Module

In the Bots Management module of the Bots Admin Console, you can deploy the bots developed by your company developers from the Kore.ai Bot Builder tool. When the developer develops a bot, it can be published for approval and deployment by the Bots Admin from the Bots Management section. From…

Channel Enablement

After you define a custom bot, you can add delivery channels to your bot that end-users can use to access and interact with your bot when it is deployed. For example, you can enable your bot for use in the Kore.ai Messaging application, or allow interaction with your bot through…

Enrollment

As the Bots Admin, you need to invite and enroll users in Kore.ai, then, if desired, select some or all of those enrolled users as managed users. This document deals with the Enrollment aspects of the Bots Admin Console. Using the Enrollment module, you can invite users directly by email…