Kore.ai’s Data offering lets you define Data Tables, Table Views, and manipulate them from your Virtual Assistant. This section deals with the manipulation aspect using the Service Node within a Dialog Task of your Virtual Assistant. For details on the data definition, refer here.
Service Call – Table
From the assigned bots for any given data table/table view, you can query and manipulate the data using the Service Node in the Dialog Tasks.
Steps to configure the Service node:
- Open the Bot and the Dialog Task where you want to access the data.
- Add a Service Node at the appropriate location in the process flow.
- Click here for details on Service Node. Here we will be listing the configurations for Data Table integration.
- Component Properties configuration
- General Settings section
- Name – enter a name for the node;
- Display Name – enter a display name for the node;
- Service Type – choose Data Service;
- Type – select Table.
- General Settings section
Request Definition – define the service request by clicking the Define Request link. In the slide-out page configure the following:
- Choose a Data Table – You can choose from the list, these are the data tables assigned to this bot.
- Actions – Select the action you would like to perform:
- Add Data – to add data (see below for details);
- Get Data – to fetch data from the table (see below for details;
- Update Data – to modify existing data (see below for details);
- Delete data – to delete rows from the data table (see below for details).
- You can Test the service request. Remember testing with context reference will fail as they will be evaluated at run time and the data will not be available till then.
- Save the service request definition
- You can set the Instance and Connections properties as per your bot requirements.
- The data returned from the data table can be accessed from the context object and used in your task as per your need.
Add Data
To add data, you need to:
- provide values for each column in the data table;
- these values can be static or a reference to a context object for example
{{context.entities.<entity-name>}}
- The response from this call would be:
"stringTable": { "response": { "body": { "CustId": 1, "Type": "Preferred", "Address": "New York", "CustomerName": "John Smith", "Updated_On": 1593687904111, "Created_On": 1593687904111, "Updated_By": "st-b1376ff2-1111-1111-aa34-973ef73212f5", "Created_By": "st-b1376ff2-1111-1111-aa34-973ef73212f5", "sys_Id": "sys-5c46e351-ee51-5c27-80cf-c6c1e8f8f066", "_id": "5efdbf602de5bb5f3f54f728" } } }
Get Data
To filter and fetch data from the table, you can:
- Choose Filters to define filter criteria using:
- the column names – pick from the drop-down list;
- an operator – choose from the list;
- comparison value – these values can be static or a reference to a context object for example
{{context.entities.<entity-name>}}. - Multiple filter criteria can be defined using AND/OR connectors.
- In the absence of filter criteria, all rows are fetched limited by the limit and offset values mentioned below.
- Limit property can be used to set a limit on the number of records to be fetched. If not specified then 10 records would be fetched by default;
- Offset property can be used to specify the records to be skipped from the result data set.
- Data values can be accessed using:
{{context.<service_node_name>.response.body.queryResult[<index>].<column_name>}} - The response from this service call would be:
"customerdetails": { "response": { "body": { "hasMore": true, "total": 4, "metaInfo": [ { "name": "City", "type": "string" }, { "name": "Name", "type": "string" }, { "name": "sys_Id", "type": "string" }, { "name": "Created_On", "type": "date" }, { "name": "Updated_On", "type": "date" }, { "name": "Created_By", "type": "string" }, { "name": "Updated_By", "type": "string" } ], "queryResult": [ { "CustId": 1, "Type": "Preferred", "Address": "New York", "CustomerName": "John Smith", "sys_Id": "sys-b088ab59-7640-5a8f-8999-61a265dd2bee", "Created_On": 1593152119161, "Updated_On": 1593152119161, "Created_By": "st-b1376ff2-2384-5541-aa34-973ef73212f5", "Updated_By": "st-b1376ff2-2384-5541-aa34-973ef73212f5" }, { "CustId": 2, "Type": "Privileged", "Address": "Chicago", "CustomerName": "Jane Doe", "sys_Id": "sys-632c69ef-f6dd-5d83-ab32-f7837c8b63f9", "Created_On": 1593152443035, "Updated_On": 1593152443035, "Created_By": "st-b1376ff2-2384-5541-aa34-973ef73212f5", "Updated_By": "st-b1376ff2-2384-5541-aa34-973ef73212f5" } ] } } }
Update Data
To modify existing you can:
- Assign Values against each column to be updated.
If any value is left blank, then the corresponding column original values will NOT be retained but will be set as empty. - These values can be static or a reference to a context object.
- Choose Filters to define the filter criteria to specify the rows to be updated using
- the column names,
- an operator and
- filter value – these values can be static or a reference to a context object for example
{{context.entities.<entity-name>}}. - Multiple filter criteria can be defined using AND/OR connectors.
- The response from this service call would be:
"customerdetails": { "response": { "body": { "records": [] } } }
Delete data
To delete rows from the data table you need
- to define filter criteria to specify the rows to be deleted using
- the column names,
- an operator and
- filter value, these values can be static or a reference to a context object for example
{{context.entities.<entity-name>}}. Multiple filter criteria can be defined using AND/OR connectors.
- The response from this service request would be:
"customerdetails": { "response": { "body": { "nDeleted": 1 } } }
Service Call – View
From the assigned bots for any given data table/table view, you can query and manipulate the data using the Service Node in the Dialog Tasks.
Steps to configure the Service node:
- Open the Bot and the Dialog Task where you want to access the data.
- Add a Service Node at the appropriate location in the process flow.
- Click here for details on Service Node. Here we will be listing the configurations for Data Table integration.
- Component Properties configuration
- General Settings section
- Name – enter a name for the node;
- Display Name – enter a display name for the node;
- Service Type – choose Data Service;
- Type – select View.
- Request Definition – define the service request by clicking the Define Request link.
- In the slide-out page configure the following:
- Choose a Table View – You can choose from the list, these are the table views assigned to this bot.
- Filter the results – you can further define filter criteria using
- the column names,
- an operator and
- filter value – these values can be static or a reference to a context object for example
{{context.entities.<entity-name>}}.
- Multiple filter criteria can be defined using AND/OR connectors.
- In the absence of filter criteria, all rows are fetched limited by the limit and offset values mentioned below.
- You can set a limit on the number of records fetched and
- You can choose to skip a few records from the result data set by specifying the offset value.
- You can Test the service request. Remember testing with context reference will fail as they will be evaluated at run time and the data will not be available till then.
- Save the service request definition
- General Settings section
- You can set the Instance and Connections properties as per your bot requirements.
- The data returned from the data table can be accessed from the context object and used in your task as per your need, using:
{{context.<service_node_name>.response.body.queryResult[<index>].<column_name>}} - The response from this service call would be:
"CustomerView": { "response": { "body": { "hasMore": true, "total": 4, "metaInfo": [ { "name": "type", "type": "string" }, { "name": "address", "type": "string" } ], "queryResult": [ { "type": "Gold", "address": "New York" }, { "type": "Gold", "address": "Chicago" }, { "type": "Gold", "address": "Chicago" } ] } } }