OVERVIEW
Virtual Assistants
Kore.ai Platform
Key Concepts
Natural Language Processing (NLP)
Accessing Platform
VIRTUAL ASSISTANTS
Virtual Assistant Builder
Virtual Assistant Types
Getting Started
Creating a Simple Bot
SKILLS
Storyboard
Dialog Task
Introduction
Dialog Builder (New)
Dialog Builder (Legacy)
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Bot Action Node
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Manage Dialogs
User Prompts
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Build
Alert Tasks
Introduction
Ignore Words and Field Memory
How to Schedule a Smart Alert
Small Talk
Digital Views
Overview
Configuring Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
NLP Guidelines
Knowledge Graph
Traits
Introduction
How to Use Traits
Ranking and Resolver
Advanced NLP Configurations
INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
Manage Interruptions
Dialog Management
Sub-Intents & Follow-up Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Event Based Bot Actions
Default Conversations
Default Standard Responses
TEST & DEBUG
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
Creating
Training
Customizing
Enabling Languages
Store
Smart Bots
Defining
koreUtil Libraries
SETTINGS
Authorization
Language Management
PII Settings
Variables
Functions
IVR Integration
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API GUIDE
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Web SDK Tutorial
Message Formatting and Templates
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Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
ADMINISTRATION
HOW TOs
Creating a Simple Bot
Creating a Banking Bot
Context Switching
Using Traits
Schedule a Smart Alert
Configure UI 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
Content Variables
Using Bot Functions
Configure Agent Transfer
Update Balance Task
Transfer Funds Task
RELEASE NOTES
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Advanced Topics
  5. Authorization
  6. Setting Up Authorization using Basic Auth

Setting Up Authorization using Basic Auth

To define Basic Authorization for your bot, follow these steps:

  1. Open the bot for which you want to configure the Basic Authorization profile.
  2. Select the Build tab from the top menu.
  3. From the left menus, click Configurations -> Authorization Profile
  4. Click Add. The New Authorization Mechanism dialog opens.
  5. In the Authorization Type drop-down list, select Basic Auth.
  6. In the Name field, enter the name for your Basic Auth type.

Defining Tenancy

If required, in the Subdomain section, select Yes if the base URL for a web application or user interface uses a tenant name in the URL. For example, kore is the tenant organization for a web service using tenants as www.kore.someCompany.com.

In the following example configuration, the tenancy URL contains the {tenant} organization placeholder.

Adding Form Fields 

If the default username and password fields do not meet your needs for authorization input, you can add custom fields displayed to the end-user by adding authorization IDP form fields. You can use these form fields. For example, if PIN code is required in the authorization process, in addition to the Username and Password form fields.


The following table describes the fields used to define an authorization IDP form field.

FIELD NAME DESCRIPTION
Field Title Specify the name of the field displayed to the end-user in the authorization dialog.
Field Key The value that represents the end-user input value to the authorizing service.
Help Hint The help text displayed in the field to describe what should be entered into the field.
Field Type When Advanced Options is selected, specify the type of field displayed in the end-user interface to collect the user input assigned as the value for the Field Key, one of:

  • Textbox
  • Password
Mandatory When Advanced Options is selected, select if the end-user must define this field to complete the authorization.
Data Type When Advanced Options is selected, specify the type of data expected as input from the end-user, for example, String.
Visibility When Advanced Options is selected, specify if the authorization field should be visible, hidden, or displayed as read-only.

Adding Authorization Fields

By default, authorization fields are configured as part of the header of the Bot request message. If your Bot request requires additional authorization fields or the expected authorization is not part of the header, for example, social security number or PIN, click Add in the Authorization Fields section and then define the required fields.

  1. In the Field Type field, you can select one of the following depending on where in the Bot request message and the type of authorization fields that are required.
    • Header – The bot looks for the authorization fields in the request header.
    • Payload – The bot looks for the authorization fields in the request body content.
    • Query String – The bot looks for the authorization fields as a query in the request body.
    • Path Param – The book looks for the authorization fields in the request URL path.
  2. In the Field Key field, enter the name of the field for the selected Field Type.
  3. In the Field Value field, enter the value for the Field Key specified.
  4. Click Add. The new authorization field is added in the Authorization Fields section.

To add additional authorization fields, click Add in the Authorization Fields section.

Authorization Check URL

In the Authorization Check URL field, optionally define a URL that can be used to test the authorization settings from Bot Builder before you deploy the Bot with the authorization mechanism. You can use dynamic fields, path parameter fields, query fields, and so forth, to define the test URL.

For example

https://kore.someCompany.com/sap/opu/odata/sap/{{authfield1}}/?$format=json
or
https://{tenant}.service-now.com/api/now/v1/table/incident
For more information, see Using Session and Context Variables in Tasks.

Access Using a Connector

In the Access Using a Connector section, select Yes to enable access for Kore.ai Bots using the Kore.ai Connector Agent.

The Kore.ai Connector Agent can be used to establish and maintain secure data connectivity between cloud-based Kore.ai Bots and your on-premises Bots application. Using an on-premise Bots application, communications security is maintained by restricting users and systems within the company intranet or by configuring specific channels for specific data exchange.

If your domain does not have any active Kore.ai Connectors defined, a warning message is displayed to contact the Bots Admin Console system, administrator. For more information, see Using the Kore.ai Connector in the Bots Admin Console documentation.

Click Save to save the authorization settings and close the New Authorization Mechanism dialog.

Testing the Authorization 

Once you save the authorization settings, you can test your authorization definition when you click Test from the Authorization Profile page.

When you click Test, the Test Authorization dialog.

 

To configure the Test Authorization – Basic Auth

  1. In the Auth Check URL field, verify or enter the URL to test the authorization configuration.
  2. If your bot uses subdomains, the Tenancy field is displayed and you must specify the tenant.
  3. Enter your User Name and Password for the web service.
  4. Select the content type expected for the URL in the Content-Type field.
  5. For testing the URL, the Method field is read-only and set to GET.
  6. Click Test to begin the authorization test.

When the validation of authorization is complete, the Test Authorization dialog closes and you can see the results of the validation, either success or failure, on the top-right corner of the screen.

If the authorization fails, the Auth Test Failed message is displayed along with the Headers and Response tabs.

How it all Works 

When basic authorization is used for a Bot, the Kore.ai application automatically prompts the user for login credentials to access the web application or web service as shown in the following illustration.
DIYBasicAuthRequest

After the end-user authorizes, the settings are saved using the following naming syntax:

{{ First Name }} {{ Last Name }} {{ Bot Name }} {{ Account # }} {{ Sequence # }}

For example, John Smith’s Twitter Account #1.

The Kore.ai application can access the web application or web service for all future Bot requests using this account. In addition, the end-user can reuse the account for other tasks for the same Bot.

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