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. Builder
  4. Alert Task
  5. Alert Task – OAuth v2

Alert Task – OAuth v2

We have seen how an Alert task can be set up in Kore.ai virtual assistant platform here. In this section, we will see how authorization for the alert tasks can be set up using the OAuth v2 can be set up.

Setting Up

OAuth v2 is the new version of the open protocol to allow secure authorization in a simple and standard method from web, mobile, and desktop applications. To use oAuth v2, you must first register an account with the web application as you will need the log-in credentials for that application to configure the settings for the Authorization Mechanism.

Tenancy

If required, in the Subdomain section, select Yes if the base URL for a web application or user interface the 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.
Task Subdomain Section

Form Fields

To configure oAuth v2, define the fields described in the following table.

FIELD NAME DESCRIPTION
Authorization Type Set to oAuth v2.
Callback URL The URL used by the web application or web service to redirect the end-user after end-user authorization is complete. This value, https://idp.kore.ai/workflows/callback/ is provided as a read-only value by the Kore.ai application when you define oAuth v2 settings.
Identity Provider Name The name of the web application or web service, for example, Asana. This field is required.
Client ID The ID of the Kore.ai client.
Client Secret Key The value provided as the Kore.ai application authentication based on the Client ID to the web application.
Authorization URL The URL used to obtain end-user authorization for the Kore.ai application to access the web application or web service using the access token. This field is required.
Access Using a Connector Select Yes to enable access for Kore.ai Bots using the Kore.ai Connector agent. This option is only visible if a Kore.ai Connector agent is configured and enabled in your enterprise on-premises network. For more information, see Using the Kore.ai Connector.
Authorization URL The URL used by the Kore.ai application to obtain an unauthorized request token. A request token is a value used by the Kore.ai application to obtain authorization from the end-user to obtain an access token. After end-user authorization, an access token can be requested by the Kore.ai application. This field is required.

Add Additional Fields

  1. Click + Add Additional Fields to open the Additional Fields window, and then enter one or more key/value pairs that represent additional authorization input fields if required as shown in the following illustration.
    Additional Authorization Fields
  2. Specify the following fields:
    Field Key – The name of the custom field to specify for authorization.Value – The value of the custom field to specify for the authorization.
  3. Click Add to save the Additional Field.
  4. To add more Additional Fields, click Add in the Additional Fields section.

Authorization Fields

By default, authorization fields are configured as part of the header of the task request message. If your task request requires additional authorization fields or the expected authorization is not part of the header, for example, social security number or PIN,

  1. Click + Add Authorization Field and then define the fields as shown in the following illustration.
    Authorization Fields for Basic Auth
  2. In the Field Type field, you can select one of the following depending on where in the task request message and the type of authorization fields that are required.
    Header – The Bot expects the authorization fields as part of the header of the request.Payload – The Bot expects the authorization fields as part of the content of the body of the request.Query String – The Bot expects the authorization fields as a query in the body of the request.Path Param – The Bot expects the authorization fields as part of the URL path for the request.
  3. In the Field Key field, enter the name of the field for the selected Field Type.
  4. In the Field Value field, enter the value for the Field Key specified.
  5. Click Add. The new authorization field is added in the Authorization Fields section.
  6. To add additional authorization fields, click Add in the Authorization Fields section.

Testing

After you save the authorization, you can test your authorization definition on the Authorization page.

  1. Click Test Authorization before continuing to develop the remain steps of your task.
    Test Authorization
  2. After you click Test Authorization, the test is executed using the authentication token URLs and the Client ID and Client Secret Key. If the tenancy was defined, the Test Authorization window is displayed as shown in the following illustration.
  3. Click Test to begin the authorization test. When the validation of authentication is complete, the Test Authorization window is closed and the results of the validation, either success or failure, is displayed to the immediate right of the Test Authorization button. If the authorization fails, the Auth Test Failed message is displayed along with the Headers and Response tabs as shown in the following illustration.

How it all Works 

  1. The Kore.ai application redirects the user to a login dialog at the web application.
  2. The user authenticates.
  3. The web application redirects the user back to the Kore.ai application with an access token.
  4. The Kore.ai application validates the access token.
  5. The access token allows the Kore.ai application to access a protected resource at the provider, on behalf of the user.

The following illustration shows the fields to define for the oAuth v2 Authorization Type.
oAuth v2 Dialog

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