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
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  3. Virtual Assistants
  4. Builder
  5. Dialog Task
  6. Managing Dialogs5 min read

Managing Dialogs5 min read

Your bot can have many dialog tasks with related components. You can use the Dialog Editor to create, review, and edit a single dialog task for a bot. However, to better visualize and understand relationships and settings for all dialog tasks in a bot, you must use the Manage Components feature.

Manage Task Components

To manage your dialog tasks, follow the below steps:

  1. Open the bot for which you want to manage the dialog task components.
  2. Select the Build tab from the top menu
  3. On the left menu, click Conversational Skills -> Dialog Tasks.
  4. Click Manage Components on the top-right.

Dialog Components

The Dialog Components window shows all the components used in any dialog task of the bot. To view or modify the settings of a component, click its name. The Properties panel of the node opens.

The following table lists the details included in the window for each component type

Component Type Details
User Intent
  • Name
  • Description
  • Dialog Tasks used in
Entity
  • Name
  • Entity Type
  • Dialog Tasks used in
Service
  • Name
  • Service Type
  • Dialog Tasks used in
Script
  • Name
  • Dialog Tasks used in
Message
  • Name
  • Dialog Tasks used in
Confirmation
  • Name
  • Dialog Tasks used in
Webhook
  • Name
Agent Transfer
  • Name
Form
  • Name
  • Dialog Tasks used in
Logic
  • Name
  • Dialog Tasks used in
Bot Action
  • Name
  • Dialog Tasks used in
Process
  • Name

Upgrade Tasks

After you publish a task, the Bots Admin approves and deploys the task to make changes in the published bot. You must upgrade the bot; then publish the upgrade for Bots Admin approval and deploy it to users.

The bot Name can only be changed if the bot is not published. To change the name of a published bot, the Bots Admin must suspend the bot by removing all assigned users and marking the bot task inactive.

Upgrade Tasks

If you need changes to the published task, you must upgrade the task to a new version.

Upgrade Types

There are two types of upgrades for a task:

  • Mandatory – A mandatory upgrade generally does not require end-user action, and users are only informed that the task was upgraded with an auto-upgrade. If a mandatory upgrade does require end-user action, for example, new authentication requirements, the end-user is notified to take the action for a manual upgrade, sent reminder notifications, and finally, expiration of the original task after 15 days.
  • Optional – An optional upgrade is not required and is not auto-upgraded for users. End-user action is required to complete the manual upgrade and the user can choose whether or not to upgrade.

Task Upgrade Definitions

A Version Type is either a major or minor update. Depending on the changes of the bot task, you can specify the version type as a minor or major update for the revision number. All published tasks begin with the Version set to 1.0. A major update is set with the Version to 2.0, while a minor update is set with the Version to 1.1.

As part of the end-user upgrade experience, you must define the messages shown to the user to describe the upgrade and other messages that describe what the upgrade will change.

Verify Flows

If the upgraded task is mapped in a flow, you must review, update, and confirm existing mapping values defined in the flow. If the flows are not verified, mapped action tasks will not be displayed in the upgraded task for the end-user.

Note: You cannot publish another upgrade to a mandatory published task that requires manual end-user input during the initial 15-day deployment.

Upgrade a Task

Using the Upgrade command, a duplicate of the original task is created where you can make your modifications without affecting the published version. Then, when ready to deploy, you can decide if the upgraded task is mandatory or optional for users that are already using the originally published task.

To upgrade a task, follow the below steps:

  1. Open the bot to edit the task
  2. Select the Build top menu
  3. On the left pane, click Conversation Skills -> Dialog Tasks.
  4. Click the More icon of the published task you want to upgrade, and then click Upgrade.
  5. A duplicate of the published task is created with the Status set to Upgrade In Progress and the General tab is displayed.
  6. Modify the task and click Finish Setup.

After the modifications to the upgraded task, the task status is set to Configured and the version is set to Draft.

Next Steps
You might want to look into how to work with the Prompt Editor, refer here for more.

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