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
General Settings
Management
Import & Export
Delete
Versioning
Collaborative Development
Plan Management
API GUIDE
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
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
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. Builder
  5. Action & Info Task
  6. Flows

Flows

Starting Release 8.0.0, Flows are no longer supported. This feature will be discontinued in the upcoming releases. We recommend using the Dialog Tasks and Digital Forms to build these use-cases

Bot Builder Platform offers the unique ability to map bot tasks to other bot tasks within the same or different bot.
For example, you can match an Add a Comment or Assign a Ticket task to an alert that occurs when a new service ticket is created. The event data detailed within alert tasks can be used to auto-populate the input field of Action tasks in the same or different system. Bots also can suggest actions to the user based on the content found within an alert and support the automatic execution of actions based on event data.
Flow tasks link a message response from one task to another related task of the same, or different bot. You can create flows between different Bots from action tasks to action tasks, alert tasks to action tasks, and alert tasks to dialog tasks.
To map dialog tasks to other dialog tasks, or to sub-intents within the dialog task, you must use conditional transitions. For more information, see Creating Dialog Task Flows.

How Flows Work

When a bot sends a message to a user, they can click the task icon located to the right of the message to display the tasks mapped to the task as a flow as shown in the following image. The user can use the Tweet task to tweet the message, or post to their Linked In account using the Share Post task.

Flows with Actions in Kore.ai Messenger
To view the mapped tasks, the user can click the Task icon, selects a task, and then define the parameters for the task.
You can use parameters from the first task’s payload to pre-populate fields in the following tasks. For example, in a Twitter task payload response, the New Follower Name can be pre-populated in the Salesforce Create Contact task.

Creating a Flow

To create a new flow, you need an existing bot as well as at least one published task. For more information, see Defining Bot Tasks.
Follow these steps to create a Flow:

  1. Open the bot in which you want to create a Flow.
  2. Hover over the left-side navigation panel, and click Bot Tasks.
  3. On the Bot Tasks page, hover over the Flows tab and click the plus icon
  4. The Create Flow page opens.
  5. In the When this Task is triggered/executed column on the left, click Click to select a Task to display the tasks available.
    Note: Only tasks that are published and approved by the Bots Admin are displayed as options to create a flow.

  6. Select the task that you want to add a flow to, for example, Schedule Weather Report. A list of fields is displayed for mapping.
  7. In the Execute this Task column on the right, click Click to select a Bot and choose a Bot for the task that you will map to, for example, Flight Management.
  8. For the second bot, select Click to select a Task to map the bot tasks and display the field mapping dialog.
  9. Drag-and-drop fields in the When this Task is triggered/executed column on the left to the Field section on the right for the following fields:
    • Label Mapping – The field label displayed to the end-user.
    • Value Mapping – The value displayed in the field for the end-user.
  10. Click the expand text area icon to display the mapping fields in a full-size editor.
  11. After you map a parameter from one task to the next task, select one of the following options shown in the previous illustration for each Field displayed:
    • Editable – The mapped value is displayed and editable by the end-user.
    • Hidden – The Field is not displayed to the end-user. For example, you may need to pass a User ID to the Bot, but only display the User Name drop-down to the end-user.
    • Read Only – The Field and mapped value is displayed, but not editable by the end-user. For example, for the Assign Task task for Asana, you need the Task Id and Workspace, which can be mapped from the Asana Task Updates alert task, but are read-only because the end-user only needs to select which user to assign the task to.
  12. Click Next Step to display the Mapping Name section.
  13. Enter the name of the mapping used in Bot Builder in the Mapping Name field to identify this mapping for the flow. Optionally, select Mark this Task as Suggested Task to show the task on the Suggested Tasks tab.
  14. If all mandatory fields for the task are defined, the Allow flow automation option is displayed.
    When selected, the end-user can enable this task to run automatically. For example, when an alert message for Crashlytics indicates a server is down, using the predefined mapped fields, a JIRA ticket can be automatically created without additional end-user input provided all required fields are mapped.
  15. Click Save & Exit to save the flow and close the Create Flow page.

Publishing a Flow

After you configure your flow, you must publish the flow to make the mapping from one task to another available for end-users.
To publish a flow

  1. Open the bot that contains the Flow.
    Note: Only flows with status set to Configured can be published.
  2. Hover over the left-side navigation panel and click Publish.
  3. Click the Settings  icon for the flow you want to publish, and then click Publish.

The Flow published successfully message is displayed and the flow is immediately available for any users that add the task to their account when the flow is saved. You can edit the flow at any time and changes are applied immediately for end-users when the flow is saved for any published task approved and deployed by the Bots Admin.

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