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. Creation
  6. Bot Settings

Bot Settings

After you create a bot using Bot Builder, you may need to change or define advanced and optional settings, for example, to update or add a bot icon, or description. This topic describes how to edit an existing bot.

Modifying Your Bot Settings

Follow these steps to open the bot’s Settings page:

  1. Open the bot whose settings you want to change.
  2. Hover over the side navigation panel and click Settings. The General Settings page opens.

The Settings page has the following sections depending on whether it’s a Standard or Universal bot.

  • General Settings: Define or modify the Bot Name, Description, Icon, Color, and more. For more information, see General Bot Settings.
  • Language Management: Manage bot languages and language detection capabilities. For more information, see Enabling an additional bot language.
  • PII Settings: Kore.ai allows you to redact any sensitive information types that users share with your bots. When you enable redaction for an information type, you can transform its value into a pattern that doesn’t contain comprehensible data, see Redacting Personally Identifiable Information
  • Bot Functions: Custom Script file enables you to collate and manage reusable utility JavaScript functions that can be used by different tasks, nodes, and other bot elements, see Bot Functions.
  • Bot Variables: Add variables that can be used when defining tasks and configurations. These are very useful when importing bot definitions between bots. For more information, see Using Bot Variables.
  • Authorization Profiles: Define one or more authorization profiles for your Bot to access your third-party web service as basic auth, oAuth v1, oAuth v2, or an API Key. For more information, see Bot Authorization.
  • Manage Developer: In an enterprise, you can share your Bot for co-development to other developers. For more information, see Sharing Bots for Development.
  • Export & Import Bot: Export bot tasks and configurations as a JSON file that can be imported into another bot. Or Overwrite bot tasks and configurations by importing a valid JSON file. For more information, see Exporting and Importing Bots.
  • Change Logs: View a list of system events related to your Bot by a user, event, and timestamp. For more information, see Viewing the Bot Change Log.
  • Delete Bot: Click to delete the Bot. Only unpublished and suspended bots can be deleted. If the bot has any published tasks, it cannot be deleted. For more information, see Deleting a Bot.
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