GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Quick Start Guide
Accessing the Platform
Working with the Builder
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations

CONCEPTS
Design
Storyboard
Dialog Tasks
Overview
Dialog Builder
Node Types
Intent Node
Dialog Node
Entity Node
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Group Node
Agent Transfer
User Prompts
Voice Call Properties
Dialog Task Management
Connections & Transitions
Component Transition
Context Object
Event Handlers
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Add Knowledge Graph to Bot
Create the Graph
Build Knowledge Graph
Add FAQs
Run a Task
Build FAQs from an Existing Source
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Training
Knowledge Graph Analysis
Knowledge Graph Import and Export
Importing Knowledge Graph
Exporting Knowledge Graph
Creating a Knowledge Graph
From a CSV File
From a JSON file
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Views
Introduction
Panels
Widgets
Feedback Survey
Train
Introduction
ML Engine
Introduction
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterence Testing
Batch Testing
Conversation Testing
Deploy
Channels
Publish
Analyze
Introduction
Conversations Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Meta Tags
Dashboards and Widgets
Conversations History
Conversation Flows
Feedback Analytics
NLP Metrics
Containment Metrics
Usage Metrics
Smart Bots
Universal Bots
Introduction
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Store
Manage Assistant
Plan & Usage
Overview
Usage Plans
Support Plans
Invoices
Authorization
Multilingual Virtual Assistants
Masking PII Details
Variables
IVR Settings
General Settings
Assistant Management
Data Table
Table Views
App Definitions
Sharing Data Tables or Views

HOW TOs
Build a Flight Status Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Web SDK Tutorial
Widget SDK Tutorial
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters

APIs & SDKs
API Reference
API Introduction
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Using the BotKit SDK
BotKit SDK Tutorial - Blue Prism

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Advanced Topics
  5. Authorization
  6. Setting Up Authorization using OAuth v26 min read

Setting Up Authorization using OAuth v26 min read

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 sign in credentials for that application to configure the settings for the Authorization Mechanism.

How oAuth v2 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.

Defining oAuth v2

To define Authorization for your bot, follow these steps:

  1. Open the bot for which you want to configure an Authorization profile.
  2. Select the Build tab from the top menu.
  3. From the left menus, click Configurations -> Authorization Profile
  4. Click Add. The New Authorization Mechanism dialog opens.
  5. In the Authorization Type drop-down list, select auth v2.
  6. In the Name field, enter the name for your authorization.

The following illustration is an example of the oAuth v2 fields that you must define to enable basic authorization for your Bot.

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

FIELD NAME DESCRIPTION
Authorization Type Set to oAuth v2.
Bots Callback Link 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 This is 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. You can use dynamic fields, path parameter fields, query fields, and so forth, to define the Authorization URL, for example,
     https://kore.someCompany.com/sap/opu/odata/sap/{{authfield1}}/?$format=json
or
     https://{tenant}.service-now.com/api/now/v1/table/incident
For more information, see Using Session and Context Variables in Tasks.
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.
Token Request 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.
Scope If the Bot web service requires additional values for authorization, add one or more Key/Value pairs. For example, some Bot web services support using a scope key using read-only, write, or both as the value.

Defining Tenancy

If required, in the Subdomain section, select Yes if the base URL for a web application or user interface that uses a tenant name in the URL. For example, kore is the tenant organization for a web service using tenants at www.kore.someCompany.com.

In the following example configuration, the tenancy URL contains the {tenant} organization placeholder.

Adding Additional Fields

Click Add to open the Additional Fields dialog and then enter one or more key/value pairs that represent additional authorization input fields.

If the default username and password fields do not meet your needs for authorization input, you can add custom fields as key/value pairs that are displayed to the end-user by adding Additional Fields. You can use these fields, for example, if a PIN code is required in the authorization process, in addition to the Username and Password fields.

Additional Fields are added as shown in the following illustration.


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.

Click Add to save the Additional Field.
To add more Additional Fields, click Add in the Additional Fields section.

Adding Authorization Fields

By default, no authorization fields are configured as part of the header of the Bot request message. If your Bot request requires authorization fields or the expected authorization is not part of the header, for example, social security number or PIN, click Add in the Authorization Fields section and then define the fields as shown in the following illustration.

  1. In the Field Type field, you can select one of the following depending on where in the Bot 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.
  2. In the Field Key field, enter the name of the field for the selected Field Type.
  3. In the Field Value field, enter the value for the Field Key specified.
  4. Click Add. The new authorization field is added in the Authorization Fields section.

To add additional authorization fields, click Add in the Authorization Fields section.

Testing the Authorization

After you save the authentication, you can test your authorization definition on the Authentication page when you click Test before continuing to develop the remain steps of your task. When you click Test, the test is executed using the authentication token URLs and the Client ID and Client Secret Key. If tenancy was defined, the Test Authorization dialog is displayed.

Click Test to begin the authorization test. When the validation of authentication is complete, the Test Authorization dialog 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.
Test Authorization Failure Dialog

Menu