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
Conversation Testing
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 & USAGE
Overview
Usage Plans
Support Plans
Invoices
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. Docs
  2. Virtual Assistants
  3. Advanced Topics
  4. Collaborative Development
  5. Collaborative Development

Collaborative Development

Kore.ai allows cross-domain Bot sharing. You can share your Bot with one or more developers from the same or different enterprises enabling them to edit the shared Bot tasks, channels, and other settings.

Sharing Bots

There are two ways of sharing a Bot with your co-developers – from Bot Builder or from Bot Admin Console (as Account Admin)

From the Bot Builder

  1. To share the bot with another Bot Developer, log on to the Bot Builder and select the Bot you want to share.
  2. Select the Manage tab from the top menu.
  3. From the left menu click Team
    Developers who have access to any of the ‘Bot Admin’ permissions, can invite new developers.
  4. Click the Invite button on the right side of the page. Enter the name of the developer, the list of developers will drop down and you can select from the list. You can add more than one developer at a time.
  5. Select the groups to which you want to assign the developer and select the  Role.
  6. Confirm by selecting Invite to add and share your bot with one or more developers.
  7. You can also use the Invite Members option from the Dashboard to add a user to your account.

Change Bot Share Settings

From the Bot Builder you can manage the developers working on your Bot. From the settings (gear) icon against each Developer you can:

  • Delete – Click to delete the bot for the selected developer. The developer immediately loses access to the bot.
  • Promote to Bot Owner – Click to change the selected developer to be the Bot Owner. When selected, you are immediately removed as Bot Owner and can no longer add or manage developers for this Bot.
Note: Settings for sharing for a bot can only be modified by the Bot Owner.

From Bot Admin Console

To share a bot with a developer or another user, if you do not have permission to invite new developers, it is essential for the Bot Admin to send an invitation to the developer and assign Bot Developer access.
Here are the steps for the account Admin to add users to your account:

  1. Log on to https://bots.kore.ai/ and select ‘Go To Admin Console’. You may be asked to login/re-login to the admin account.
  2. In the Bot Administration section from the right navigation go :
    1. to the User Management -> Users section and click on Invite new users or
    2. to Enrollment -> Invite section. You will be directed to the Invite user page.
  3. Enter the email address of the users you want to send invitations to join your enterprise account. A maximum of 5 users can be invited at a time. Then, click Send Invitations.

  4. The invitee must accept the invitation sent by the Bot Admin to get access to as a Bot User. Once the invitation is accepted, the username gets reflected in the list of Bot users for your enterprise account.

Assign Bot Builder Access

You can make changes to the Bot user settings by modifying the User Profile settings from the Bot Admin Console.

Double click on the Bot User that you want to change the settings for and you can set the Admin as well as the Bot Builder Access roles. See here for more.

Working with Shared Bots

When a task, channel, or flow is claimed, the lock expires after 30 minutes, or when you exit the editing mode for the task, channel, or flow, whichever comes first. After 25 minutes, you are prompted to extend the lock, if desired. If you do not extend the lock before 30 minutes has elapsed, your changes are automatically saved, editing mode is ended, and the claim lock is removed.

If you try to edit a shared task, channel, or flow that is claimed, the message, “Oops! The bot is currently being edited by < Developer Name >” message is displayed.

Only the Bot Owner and developers that are shared to the bot can access and edit the task, channel or flow.

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