Settings

Manage Apps allow you to create and manage client apps. Client apps are required to establish a connection through APIs and all the important developer functions are available using APIs. It also allows you to perform key account management activities through secured public APIs. Create a Client App To create…

General Settings allows you to make generic changes to your Process App. To make changes to your Process App, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed. On the General Settings page, you can update the following: App Icon…

The Delete App option allows you to delete your Process App. To delete your app, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed. On the left pane, click Delete App at the bottom. On the Delete App dialog box,…

Change Logs keep track of all the changes that take place in your Process App. To access the changelogs, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed. On the left pane, click Change Logs. On the Change Logs page,…

The Import & Export option allows you to import a Process App and to export a published or latest version of your Process App. Import App To import a Process App, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed.…

You can configure alerts that allow you to receive notifications if an instance of your process appl fails. To enable and configure instance failure alerts, follow the below steps: Click the Settings tab on the top. By default, the General Settings page is displayed. On the left pane, click Alerts.…

You can associate Kore.ai conversational bots to trigger your Process App or auto-create conversations for your bot. For example, What are my pending tasks?. To associate a Kore.ai conversational bot to your process app and provide permissions, you must add the conversational bot.  To add a bot, follow the below…

A channel is a line of communication between your process app and its users. You can use channels for various purposes such as notifying users of important updates, delivering alerts, or sending data to users. By default, the Process App supports three channels. They are as follows: Email Bot API…

Versioning allows you to simplify your process app development by creating versions of your process app definition during various stages of the development process. You can also restore your process app to a previous version at any time. Create a New Version To create a new version of your process…

The Members and Roles option allows you to invite new users, manage users and their roles so that they can contribute to your project. For example, let us consider you are creating a Process App. There are a few tasks involved in the creation of a Process App and you…