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. Bot Administration
  5. Enrollment
  6. Sending Bulk Invites to Enroll Users3 min read

Sending Bulk Invites to Enroll Users3 min read

On the Enrollment > Bulk Invite page, you can use a text file that contains email addresses of the users you want to join your account. This option is particularly useful to enroll a large number of members.

The import file should be a basic text file with one email address per line and saved as a .txt file format. After you create a bulk invite file, you need to upload the file.

About Bulk Invites

When using a bulk invite file to add new users to your account, the following needs to be kept in mind:

  • Entries with an invalid email format are ignored.
  • Invitation emails are sent to each email address which was successfully imported.
  • Invites are not sent to existing account users.

The following illustration is an example of the Bulk Invite page in the Enrollment module.

Create a Bulk Invite File

You can create an invitation file with all the email addresses of the users you want to add to your Enterprise Bots Platform account.

To create a bulk invite file

  1. In a text editor, enter a complete email address on each line or in a comma-separated list as shown in the following example:
    For a .txt file:
     Kore.aiUser1@kore.com
    Kore.aiUser2@kore.com
    Kore.aiUser3@kore.com
  2. Save the bulk invite file as a .txt file, for example, Kore.aiImport.txt.
  3. After you create a bulk invite file, you can upload the file to invite your users.

The following image is an example of text editor used to create a bulk invite file that can be uploaded with your custom list of users to invite to your Kore.ai account.
create-a-bulk-invite

Upload a Bulk Invite File

This topic describes how to upload a file that contains user email addresses to invite the users to become Kore.ai users in your account.

To upload a bulk invite file

  1. In the Enrollment module, on the Bulk Invite page, click Choose File.
  2. Navigate to your bulk invite file created as mentioned in the previous section, and then click Open. The filename is displayed to the right of the Choose File button.
  3. Click Send Invitations. The status of the import is described immediately following the Send Invitations button.
  4. Click the View details here link to review the details of the import. In addition, you can click the File Based Bulk User Invite History link to review import statuses from prior bulk invite imports.

The following image shows the location of the upload details.

enrollmentbulkinvitepage

View the Results

You can review the bulk invite import operation results on a per-user basis if needed.

To view results of a bulk user import

  1. In the Enrollment module, on the Bulk Invite page, click View details here.
  1. The Report on File Based Bulk User Invite dialog is displayed as shown in the following illustration.

EnrollmentBulkInviteHistoryResults
Click Invite History to open the History of Bulk User Invite dialog to select a report from a previous date.

View History

You can review all historical bulk invite import operations along with the results of that import.

To view results of a bulk user invite

  1. On the Enrollment > Bulk Invite page, click File Based Bulk user Invite History.
  2. The History of Bulk User Invite dialog is displayed as shown in the following illustration.
  3. To view the results of an import, in the Report column for the import that you want to view, click Results.
  4. The Report on File Based Bulk User Invite dialog is displayed as shown in the following illustration.
    EnrollmentBulkInviteHistoryResults
Menu