Effective context management is important because it allows bots to interact with users in a way that is easier, quicker, more helpful, and less robotic and scripted. Contextual data helps users complete tasks faster and allows you to create more natural, human-like back and forth conversations.

For example, let us consider the following conversation:
User: What are the annual charges for a credit card?
Bot: First year is free and after that, it's $xxx
User: Sounds great, I would like to apply for one.

In the above conversation, the apply is in the context of a credit card. The bot should not be asking the user whether they would like to apply for a credit card or a debit card. The context from the previous intent, FAQ – credit card annual charges, should be passed to the intent, Apply for a card.

Kore.ai Bots Platform allows you to capture and reuse contextual data for a large variety of scenarios, so you can create more complex use cases and redefine the enterprise customer experience. The following are examples of a few such scenarios:

• Sharing context across intents, FAQs: As seen from the above example, maintaining context for all intents i.e. dialog tasks, FAQs, makes it easy to customize the user experience
• Context-driven FAQs: Certain intents (tasks or FAQs) can be made available only when certain other intents (tasks or FAQs) are in the context.
  For example, FAQ intent What are the meal options available? should be available only when Book a flight task is in the context.
• Follow-up Intent: Context of the current intent can be used to identify subsequent intents from the user utterances.
  For example, User utterance what are the charges? should be responded with FAQ intent what are the charges for a Platinum credit card? if the user’s previous intent was what are the benefits of Platinum credit card?
• Sharing Entity Values across Intents: Entity values or conversation flows can be driven using the previous intent’s context information.
  For example, The City Name entity in Check Weather intent can be pre-populated if the user has executed Check Flight Status intent and has provided value for the Destination City entity.

This document talks about the concepts behind the implementation of context management in the Kore.ai bots platform. For a detailed step-by-step example, refer here.

Use Case Example

User: When is my flight to Singapore?
Bot: Your flight from New York to Singapore is confirmed for Jun 20th.
User: Do I need a Visa?
Bot: Yes, you need a visa to visit Singapore for business or tourism
User: I would like to apply for one
Bot: Sure I can help with Visa to Singapore. Let me know the duration of the stay

To achieve the above conversation, the context object can be used as follows:

• Flight Booking Enquiry emits the destination city entity value.
• Visa FAQ uses the entity value emitted by the Booking Enquiry Intent.
• Visa Application consumes the terms Visa and Singapore from the Visa FAQ.

This article will help you in achieving the above scenario.

Implementation

Context management involves the following steps:

• Output Context to define tags that indicate the current intent is executed.
• Intent Preconditions to extract the output context tags for scoping the subsequent intent detection.
• Intent Detection Rules for detecting the relevant intents.
• KC – Contextual Intent Detection using context tags to identify the terms/nodes from the FAQs.
• Conversation Flows to customize the flows.

Output Context

Context Tags are generated and stored in the context object to be used for managing the bot behavior and user experience. The platform creates a context object for every user intent, like dialog tasks and FAQs (refer here for more on Context Object).

Default Contexts Tags
Intent names, Entity names, and FAQ Term/Node names are emitted by default.

Custom Context Tags
Additionally, the following can be defined to be included in the Context Object:

• Context Tags – You can add context tags from the NLP settings for Dialog, Action, Alert, Info Tasks, and Entities.
• Entity Value – You set an option to indicate whether entity values captured should be emitted or not for each entity node.
• Use context tags for finding FAQ – You can indicate whether KG paths to be shortlisted using context tags.

Dialog Tasks

The platform supports emitting details of a dialog task when executed by the user:

• The intent name is emitted as a contextual tag for all dialog tasks when the task execution is initiated.
• You can add any additional tags from the NLP Properties tab of the dialog task (you may have to scroll down).
  
• You can emit output context tags from any place where JavaScript is written (script node, advanced prompts, run a script option, etc.) using the contextTags.add(string value).

Alert Tasks

The platform supports emitting details of the alert tasks when executed by the user:

• The task name is emitted as a contextual tag for all alert tasks when the task execution is initiated.
• You can add any additional tags at the time of task creation under More Options or from the General Settings.
  
• You can also emit output context tags from pre-processors or post-processors using the contextTags.add(string value).

Entity

Entity values captured from end-users are emitted based on the:

• Auto emit the entity values captured switch. Entity Value Tags will be emitted as shown in the following section.
• You have the option to add any additional tags.

Knowledge Graph

• Node/term name is emitted as a contextual tag for all mandatory and optional terms present in the path qualified when a question is answered.
• You can add any additional tags per term from the Settings page for the term/node.
  
• You can also emit output context tags from advanced prompts using the contextTags.add(string value).

Intent Preconditions

Intent pre-conditions are used to define the intent detection scope for intents and FAQs. These are a set of conditions that must be fulfilled for the intent/FAQ to be detected and executed.

Dialog Tasks

Intent pre-conditions for dialog intents are set to define when a dialog is detected i.e. making a dialog available for detection only when specific tags are available in the context.

1. You can add one or more intent pre-conditions for making a dialog intent available.
   
2. Dialog intents with pre-conditions are detected only if the defined pre-conditions are met.
3. The intent with a pre-condition set is treated as a sub-intent and will be part of the Linked Task Exception behavior from the Dialog level Hold and Resume settings.

Alert Tasks

Intent pre-conditions for alert tasks are set to define when a task is detected i.e. making a task available for detection only when specific tags are available in the context.

1. You can add one or more intent pre-conditions for making a task intent available.
2. Task intents with pre-conditions must be detected only if the defined pre-conditions are met.

Knowledge Graph

Intent pre-conditions for Knowledge Graph can be associated with terms.

1. You can define intent pre-conditions for any of the terms present in the Knowledge Graph.
   
2. Paths that contain terms with pre-conditions are qualified only if the pre-conditions are met.

Intent Detection

Contextual intent detection helps in detecting relevant intents using the output context set by previously executed intents.

Tasks

You can define Rules for identifying contextually relevant intents by using output context tags the same as traits (refer here for more).

Knowledge Graph

The platform consumes the output context tags and uses them for improving intent detection in the Knowledge Graph engine based on the flag set by the developer. This flag ensures that the context tags are used to qualify paths in Knowledge Graph. Context tags are used to extract terms and these terms are clubbed with any other terms present in user utterance. The consolidated list of terms is used for qualifying the path.

You can set this configuration by:

1. Select the Build tab from the top menu
2. From the left menu, click Natural Language > Thresholds & Configurations.
3. Click Knowledge Graph.
4. Locate Qualify Contextual Paths and set it to Yes.

Conversation Flows

The context tags available in the context object are used to customize the conversation flows.

These can be used:

• To pre-populate entity values.
• To define transition conditions.
• For custom conversation flow.

Script to access the context tags are:

• From the current context: context.currentTags.tags
• From the previous context: context.historicTags[0].tags