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
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Introduction
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Entity Node
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2-way SSL for Service nodes
Script Node
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Build
Alert Tasks
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Ignore Words and Field Memory
How to Schedule a Smart Alert
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Overview
Configuring Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
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Introduction
How to Use Traits
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INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
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Amend Entity
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Tone Analysis
Sentiment Management
Event Based Bot Actions
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TEST & DEBUG
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CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
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koreUtil Libraries
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Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
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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. How Tos
  4. How to Create Custom Dashboard

How to Create Custom Dashboard

In this How-To, we will explore a scenario in a Banking Bot, where, various metrics will be used to analyze the bot performance and track some trends for business needs.

For details on what Custom Dashboards are and how they are implemented in the Kore.ai Bots platform, refer here.

Problem Statement

A Banking Bot client wants to track the following metrics:

  • Usage Statistics based upon the customer type;
  • Transaction value breakup;
  • Day-wise task success vs failure trends;
  • Channel-wise usage details;
  • Top tasks that are failing.

This document gives a detailed step-by-step approach to achieving all the above-mentioned scenarios using Custom Dashboard.

This is the Dashboard we will be building:

Pre-requisites

  • Bot building knowledge.
  • Custom Meta Tags usage, refer here for more.
  • A Banking Bot with the dialogs as mentioned below:
    • Transfer Funds – Dialog task walking the user through the steps in transferring money.
      In this diaog, we have included a Script node to add Custom Meta Tag, TransferValue, based upon the amount transferred. Following script was used:

      if(context.entities.TransferAmount[0].amount > 50000){
         tags.addSessionLevelTag("TransferValue","HighValue");
      }
      
      if(context.entities.TransferAmount[0].amount > 10000)
      tags.addSessionLevelTag("TransferValue","MediumValue");
      
      if(context.entities.TransferAmount[0].amount > 0)
      tags.addSessionLevelTag("TransferValue","LowValue");

    • Manage Payee – For the user to manage their payee list.

      Here we have a Script assigning customerType meta tags:

      if(context.custType == 3){
         tags.addUserLevelTag("CustomerType","Premium");
      }
      if(context.custType == 2){
         tags.addUserLevelTag("CustomerType","Gold");
      };
      if(context.custType == 1){
         tags.addUserLevelTag("CustomerType","Regular");
      };

Implementation

Let us consider how each of the metrics mentioned in the problem statement can be implemented using widgets from the Custom Dashboard.

  1. From the left navigation panel, under Dashboard click Custom Dashboard.
  2. Create New Dashboard.
  3. Use the Add Widget button to add widgets for each of the above scenarios.
  4. Following sections give the details for each widget.

Dollar Value Breakup

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelectsessionTag.TransferValue as TransferValue,count(taskName)
      This will let the platform know what data to fetch. Here we are using the session tag values added to the Transfer Amount task against the total number of tasks executed.
    • Group BysessionTag.TransferValue
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Pie chart
    2. Set Dimension to TransferValue
    3. Set Metrics to count(taskName)

  4. See the Preview and if all is fine Update to Dashboard

Customer Type Summary

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelectuserTag.CustomerType as CustomerCategory, count(taskName)
    • Group ByuserTag.CustomerType
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Bar chart
    2. Set Dimension to CustomerCategory
    3. Set Metrics to count(taskName)

  4. See the Preview and Update to Dashboard

Task Fulfillment Trend

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • Selectdate,metricType, count(metricType) as TotalTasks
    • Filter BymetricType = ‘successtasks’ or metricType = ‘failedtasks’
      We want to see only Success or Failed Tasks
    • Group Bydate,metricType
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Bar chart
    2. Set Dimension to date
    3. Set Metrics to TotalTasks
    4. Set Overlay to metricType

  4. See the Preview and Update to Dashboard.

Top Failure Tasks

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetAnalytics
    • SelecttaskName as TaskName,count(taskName) as Failures
    • Filter BymetricType = ‘failedtasks’
      We want to see only Failed Tasks
    • Group BytaskName
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Table chart
    2. Set Dimension to TaskName and Failures

  4. See the Preview and Update to Dashboard

Channel Volume Trend

Repeat the above steps with the following details:

  1. Add Widget
  2. Query setup:
    • DatasetMesages
    • Selectdate,channel,count(messageId)
    • Group Bydate,channel
    • Run to see the results from the above query.
  3. Widget Setup
    1. Select Line chart
    2. Set Dimension to date
    3. Set Metrics to count(messageId)
    4. Set Overlay to channel

  4. See the Preview and Update to Dashboard

You Custom Dashboard is ready. Setting the Date Range will give you the required metrics for the business scenarios.

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