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
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  6. Bot Settings2 min read

Bot Settings2 min read

After you create a bot using Bot Builder, you may need to change or define advanced and optional settings, for example, to update or add a bot icon, or description. This topic describes how to edit an existing bot.

Modifying Your Bot Settings

Follow these steps to open the bot’s Settings page:

  1. Open the bot whose settings you want to change.
  2. Hover over the side navigation panel and click Settings. The General Settings page opens.

The Settings page has the following sections depending on whether it’s a Standard or Universal bot.

  • General Settings: Define or modify the Bot Name, Description, Icon, Color, and more. For more information, see General Bot Settings.
  • Language Management: Manage bot languages and language detection capabilities. For more information, see Enabling an additional bot language.
  • PII Settings: Kore.ai allows you to redact any sensitive information types that users share with your bots. When you enable redaction for an information type, you can transform its value into a pattern that doesn’t contain comprehensible data, see Redacting Personally Identifiable Information
  • Bot Functions: Custom Script file enables you to collate and manage reusable utility JavaScript functions that can be used by different tasks, nodes, and other bot elements, see Bot Functions.
  • Bot Variables: Add variables that can be used when defining tasks and configurations. These are very useful when importing bot definitions between bots. For more information, see Using Bot Variables.
  • Authorization Profiles: Define one or more authorization profiles for your Bot to access your third-party web service as basic auth, oAuth v1, oAuth v2, or an API Key. For more information, see Bot Authorization.
  • Manage Developer: In an enterprise, you can share your Bot for co-development to other developers. For more information, see Sharing Bots for Development.
  • Export & Import Bot: Export bot tasks and configurations as a JSON file that can be imported into another bot. Or Overwrite bot tasks and configurations by importing a valid JSON file. For more information, see Exporting and Importing Bots.
  • Change Logs: View a list of system events related to your Bot by a user, event, and timestamp. For more information, see Viewing the Bot Change Log.
  • Delete Bot: Click to delete the Bot. Only unpublished and suspended bots can be deleted. If the bot has any published tasks, it cannot be deleted. For more information, see Deleting a Bot.
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