Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots's Approach Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Platform
How to Access Bot Builder
Working with 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
Dialog Task
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
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Supported Time Zones
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Managing Dialogs
User Prompts
Alert Tasks
Alert Tasks
Ignore Words and Field Memory
Digital Forms
Digital Views
Knowledge Graph
Importing and Exporting
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Small Talk
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Action Tasks
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Establishing Flows
Natural Language
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ML Model
Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Ranking and Resolver
NLP Detection
Advanced NLP Configurations
Bot Intelligence
Context Management
Session and Context Variables
Context Object
Dialog Management
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
Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Data Table
Universal Bots
Enabling Languages
Smart Bots
Sample Bots
Travel Planning
Flight Search
Event Based Bot Actions
koreUtil Libraries
Bot Settings
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Customizing Error Messages
Manage Sessions
Bot Management
Bot Versioning
Using Bot Variables
API Guide
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SDK Overview
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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
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
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Importing Users
Synchronizing Users from AD
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Using Single Sign-On
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Cloud Connector
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure Digital Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
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Using Bot Functions
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  1. Home
  2. Docs
  3. Bots
  4. Bot Building
  5. Dialog Task
  6. Managing Dialogs

Managing Dialogs

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 must use the Manage Components feature.

Manage Task Components

To manage your dialog tasks, follow the below steps:

  1. Open the bot for which you want to manage the dialog task components.
  2. On the left pane, click Bot Tasks.
  3. By default, Dialog Tasks is selected. Click Manage Components on the top-right.

Dialog Components

The Dialog Components window shows all 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.

The following table lists the details included in the window for each component type

Component Type Details
User Intent
  • Name
  • Description
  • Dialog Tasks used in
  • Name
  • Entity Type
  • Dialog Tasks used in
  • Name
  • Dialog Tasks used in
  • Name
  • Dialog Tasks used in
  • Name
  • Service Type
  • Dialog Tasks used in
  • Name
  • Dialog Tasks used in
  • Name
Agent Transfer
  • Name

Upgrade Tasks

After you publish a task, the Bots Admin approves and deploys the task to make changes in the published bot. You must upgrade the bot; then publish the upgrade for Bots Admin approval and deploy it to users. However, you can make minor changes such as task descriptions, Task Demo link, and custom error messages on the General tab for a task.

For example, the bot Name can only be changed if the bot is not published. To change the name of a published bot, the Bots Admin must suspend the bot by removing all assigned users and marking the bot task inactive.

Edit Basic Settings

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.

To edit settings for a published task, follow the below steps:

  1. Open the bot to edit the task.
  2. On the left pane, click Bot Tasks.
  3. By default, the Dialog Tasks tab is displayed. Hover over the respective task and click the Settings DIYSettingsIcon icon. The General tab for the published task is displayed with both read-only and editable fields.
  4. Click Save to save the modified settings and close the General tab.

You cannot access other tabs of a published task for editing. However, you can click the Settings DIYSettingsIcon icon and then select View to view all tabs of a published task. Editing a published task using the Edit Basic Settings command does not require enterprise admin nor end-user approval or action. The Version number of the task is unchanged.

Upgrade Tasks

If you need more than a minor change to the published task, you must upgrade the task to a new version.

Upgrade Types

There are two types of upgrades for a task:

  • Mandatory – 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.
  • Optional – An optional upgrade is not required and 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.

Task Upgrade Definitions

A Version Type is either a major or minor update. Depending on the changes of the bot task, you can specify the version type as a minor or major update for the revision number. All published tasks begin with the Version set to 1.0. A major update is set with the Version to 2.0, while a minor update is set with the Version to 1.1.

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.

Verify Flows

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.

Note: You cannot publish another upgrade to a mandatory published task that requires manual end-user input during the initial 15-day deployment.

Upgrade a Task

Using the Upgrade 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 already using the originally published task.

To upgrade a task, follow the below steps:

  1. Open the bot to edit the task.
  2. On the left pane, click Bot Tasks.
  3. By default, the Dialog Tasks tab is displayed. Click Action Tasks or Alert Tasks.
  4. Click the Settings DIYSettingsIcon icon of the published task you want to upgrade, and then click Upgrade.
  5. A duplicate of the published task is created with the Status set to Upgrade In Progress and the General tab is displayed.
  6. Modify the task and click Finish Setup.

After the modifications to the upgraded task, the task status is set to Configured and the version is set to Draft.

Delete and Recall Tasks

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.

After you publish a task and the Bots Admin approves the task, the task becomes available to users either employees or end-user customers. It is available only 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, a Bots Admin can suspend usage of a bot by users. When a task is suspended by the Bots Admin, the Status of that task is displayed as Suspended in Bot Builder. For more information about task Status, refer to Getting Started with Building Bots.

When you publish a task, the status of that task is displayed as Awaiting Approval in Bot Builder. Tasks with this status can be Recalled before the Bots Admin approves the task. When a task is successfully Recalled, the status reverts to Configured, and you can edit or delete the task as needed.

To recall a task, follow the below steps:
To recall a task, the Status must be Awaiting Approval.

  1. In Bot Builder, on the left navigation menu, click the Bot that is defined with the task that you want to recall, and then on the Bot Tasks tab, click the Expand  icon for the task type you want to recall.
  2. Point to the task you want to recall, click the Settings DIYSettingsIcon icon that is displayed, and then click Recall.
  3. In the Recall Confirmation dialog, click Continue.

The task is recalled from the Bots Admin, and the Status is updated to Configured in Bot Builder.

To delete a task, follow the below steps:
To delete an unpublished task, the Status must be Configured, In Progress, or Rejected.

  1. In Bot Builder, on the left navigation menu, click the Bot that is defined with the task that you want to delete, and then on the Bot Tasks tab, click the Expand  icon for the task type you want to delete.
  2. Point to the task you want to delete, click the Settings DIYSettingsIcon icon that is displayed, and then click Delete.
  3. In the Delete Confirmation dialog, click Continue.

The task is deleted from Bot Builder.

Next Steps
You might want to look into how to work with the Prompt Editor, refer here for more.