{"id":19922,"date":"2019-05-02T12:00:39","date_gmt":"2019-05-02T12:00:39","guid":{"rendered":"https:\/\/developer.kore.ai\/v8-1\/?p=19922"},"modified":"2021-01-08T11:01:01","modified_gmt":"2021-01-08T11:01:01","slug":"managing-dialogs","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v8-1\/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 must use the Manage Components feature.<\/p>\n<h3 id=\"manage\"><span class=\"ez-toc-section\" id=\"Manage_Task_Components\">Manage Task Components<\/span><\/h3>\n<p>To manage your dialog tasks, follow the below steps:<\/p>\n<ol>\n<li>Open the bot for which you want to manage the dialog task components.<\/li>\n<li>On the left pane, click <strong>Bot Tasks<\/strong>.<\/li>\n<li>By default, <strong>Dialog Tasks<\/strong> is selected. Click <strong>Manage Components <\/strong>on the top-right.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/18\/Navigating-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13934\" src=\"\/wp-content\/uploads\/sites\/18\/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 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\/18\/Properties-panel-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-13935 alignnone\" src=\"\/wp-content\/uploads\/sites\/18\/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=\"Upgrade_Tasks\">Upgrade Tasks<\/span><\/h3>\n<p>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, <strong>Task Demo<\/strong> link, and custom error messages on the <strong>General<\/strong>\u00a0tab\u00a0for a task.<\/p>\n<p>For example, the 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 must suspend the bot by removing all assigned users and marking the bot task inactive.<\/p>\n<h4>Edit 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>To edit settings for a published task, follow the below steps:<\/p>\n<ol>\n<li>Open the bot to edit the task.<\/li>\n<li>On the left pane, click <strong>Bot Tasks<\/strong>.<\/li>\n<li>By default, the Dialog Tasks tab is displayed. Hover over the respective task and click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/18\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/> icon. 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 tabs of 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\/18\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/> icon 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 e<em>nterprise admin<\/em> nor <em>end-user<\/em> approval or action. The <strong>Version<\/strong>\u00a0number of the task is unchanged.<\/p>\n<h4>Upgrade Tasks<\/h4>\n<p>If you need more than a minor change to the published task, you must 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. 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 <strong>Version<\/strong> set to <strong>1.0<\/strong>. A major update is set with the <strong>Version<\/strong> to <strong>2.0<\/strong>, while a minor update is set with 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>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=\"Upgrade_a_Task\">Upgrade 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<p>To upgrade a task, follow the below steps:<\/p>\n<ol>\n<li>Open the bot to edit the task.<\/li>\n<li>On the left pane, click <strong>Bot Tasks<\/strong>.<\/li>\n<li>By default, the Dialog Tasks tab is displayed. Click <strong>Action Tasks<\/strong> or<strong> Alert Tasks<\/strong>.<\/li>\n<li>Click the <strong>Settings<\/strong> <img loading=\"lazy\" decoding=\"async\" class=\"inline\" src=\"\/wp-content\/uploads\/sites\/18\/DIYSettingsIcon-1.png\" alt=\"DIYSettingsIcon\" width=\"18\" height=\"18\" \/> icon of the published task you want to upgrade, and then click <strong>Upgrade<\/strong>.<\/li>\n<li>A duplicate of the published task is created with the <strong>Status<\/strong> set to <strong>Upgrade In Progress<\/strong>\u00a0and the <strong>General<\/strong>\u00a0tab is displayed.<\/li>\n<li>Modify the task and click <strong>Finish Setup<\/strong>.<\/li>\n<\/ol>\n<p>After the modifications to the upgraded task, the task status is set to <strong>Configured<\/strong> and the version is set to <strong>Draft<\/strong>.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/18\/upgrade.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14409\" src=\"\/wp-content\/uploads\/sites\/18\/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=\"Delete_and_Recall_Tasks\">Delete and Recall 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 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 <strong>Status<\/strong> of that task is displayed as <strong>Suspended<\/strong> in Bot Builder. For more information about task <strong>Status<\/strong>, refer to <a href=\"\/v8-1\/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 status of 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 status\u00a0reverts to <strong>Configured<\/strong>, and you can edit or delete the task as needed.<\/p>\n<p>To recall a task, follow the below steps:<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\/18\/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\/18\/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>To delete a task, follow the below steps:<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\/18\/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\/18\/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 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<p><strong>Next Steps<\/strong><br \/>\nYou might want to look into how to work with the Prompt Editor, <a href=\"\/v8-1\/docs\/bots\/bot-builder-tool\/dialog-task\/prompt-editor\/\">refer here for more<\/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<div class=\"w-post-elm post_navigation layout_simple inv_false\">\n\t<a class=\"post_navigation-item order_first to_prev\" href=\"https:\/\/developer.kore.ai\/v8-1\/v8-1\/docs\/bots\/bot-builder-tool\/dialog-task\/nodes-transitions\/\"><\/p>\n<div class=\"post_navigation-item-arrow\"><\/div>\n<div class=\"post_navigation-item-meta\">Previous<\/div>\n<div class=\"post_navigation-item-title\"><span>Connections &amp; Transitions<\/span><\/div>\n<p><\/a><br \/>\n<a class=\"post_navigation-item order_second to_next\" href=\"https:\/\/developer.kore.ai\/v8-1\/v8-1\/docs\/bots\/bot-builder-tool\/alert\/notification-tasks\/\"><\/p>\n<div class=\"post_navigation-item-arrow\"><\/div>\n<div class=\"post_navigation-item-meta\">Next<\/div>\n<div class=\"post_navigation-item-title\"><span>Alert Tasks<\/span><\/div>\n<p><\/a><\/div>\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><\/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 must use the Manage Components feature. Manage 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\/v8-1\/wp-json\/wp\/v2\/posts\/19922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/comments?post=19922"}],"version-history":[{"count":19,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/posts\/19922\/revisions"}],"predecessor-version":[{"id":26383,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/posts\/19922\/revisions\/26383"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/media?parent=19922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/categories?post=19922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v8-1\/wp-json\/wp\/v2\/tags?post=19922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}