GETTING STARTED
Kore.ai XO Platform
Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the Kore.ai XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Deprecations
Request a Feature
CONCEPTS
Design
Storyboard
Overview
FAQs
Conversation Designer
Overview
Dialog Tasks
Mock Scenes
Dialog Tasks
Overview
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
Overview
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge Graph
Introduction
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Introduction
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Overview
Digital Forms
Digital Views
Introduction
Widgets
Panels
Session and Context Variables
Context Object
Train
NLP Optimization
ML Engine
Overview
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Intelligence
Introduction
Event Handlers
Default Standard Responses
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Test & Debug
Overview
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Deploy
Channels
Publishing
Versioning
Analyze
Introduction
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Introduction
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment 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
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
Variables
Collections
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
HOW TOs
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Configure Agent Transfer
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking 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
Composite Entities
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
Intent Scoping using Group Node
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
Widget SDK Tutorial
Web SDK Tutorial
ADMINISTRATION
Introduction to 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 & Control
Using Single-Sign On
Security Settings
Cloud Connector
Analytics
Billing
  1. Home
  2. Docs
  3. Virtual Assistants
  4. Overview
  5. Where to find what

Where to find what

This document is aimed at giving you an overview of the virtual assistant platform as a guide to the various feature offerings.

Legacy UI

The legacy Bot Builder has the left navigation menu which slides out on hover.

New UI

The new Bot builder has the elements categorized into main and sub-menu items. The main menu items are available in the top menu while in the corresponding left navigation panel you will find the menu items.

Tasks

Feature/
Functionality
Legacy UI New UI (v9.0)
Storyboard Storyboard Build -> Conversation Skills -> Storyboard
Small Talk Bot Tasks -> Small Talk Build -> Conversation Skills -> Small Talk
Dialog Tasks Bot Tasks -> Dialog Tasks Build -> Conversation Skills -> Dialog Tasks
Alert Tasks Bot Tasks -> Alert Tasks Build -> Conversation Skills -> Alert Tasks
Information Tasks Bot Tasks -> Information Tasks Deprecated
Action Tasks Bot Tasks -> Action Tasks Deprecated
Knowledge Graph Bot Tasks -> Knowledge Graph Build -> Conversation Skills -> Knowledge Graph
Forms Bot Tasks -> Digital Forms Build -> Digital Skills -> Digital Forms
Widget & Panels Bot Tasks -> Digital Views Build -> Digital Skills -> Digital Views

Natural Language

Feature/
Functionality
Legacy UI New UI (v9.0)
Bot Synonyms
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Bot Synonyms
Utterances
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training -> Intents
Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Negative Patterns
(enabling)
Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings
Negative Patterns
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Negative Patterns Build -> Natural Language -> Training -> Intents
Rules
(for Intent identification)
An intent node within the Dialog Task -> NLP Properties An intent node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Intents
Synonyms
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Entities
Patterns
(for Entity extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Entities
Synonyms
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training -> Fields
Patterns
(for Field extraction)
Entity node within the Dialog Task -> NLP Properties Entity node within the Dialog Task -> NLP Properties
Natural Language -> Training -> Patterns and Rules Build -> Natural Language -> Training -> Fields
Add Concepts Natural Language -> Training -> Synonyms & Concepts Build -> Natural Language -> Training
Add Traits Natural Language -> Training -> Traits Build -> Natural Language -> Training
Validate ML Model Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Import/Export Utterances Natural Language -> Training -> Machine Learning Utterances Build -> Natural Language -> Training
Set Thresholds & Configurations
for various NL engines
Natural Language -> Training -> Thresholds & Configurations Build -> Natural Language -> Thresholds & Configurations
Auto training for ML Natural Language -> Training -> Advanced Settings Build -> Natural Language -> Advanced Settings

Intelligence & Settings

Feature/
Functionality
Legacy UI New UI (v9.0)
Default Dialog Natural Language -> Default Conversation Build -> Intelligence -> Default Dialog
Configure Events
(previously Event Handlers)
Natural Language -> Default Conversation  Build -> Intelligence -> Events
Interruption Handling Natural Language -> Intelligence  Build -> Intelligence -> Manage Interruptions
Multi Intent detection Natural Language -> Intelligence  Build -> Intelligence -> Multi intent Detection
Amend entities Natural Language -> Intelligence  Build -> Intelligence -> Amend Entity
Sentiment Management Natural Language -> Intelligence  Build -> Intelligence -> Sentiment Management
Standard Responses Natural Language -> Default Conversation Build -> Intelligence-> Standard Responses
Ignore Words & Fields Natural Language -> Intelligence Build -> Intelligence -> Ignore Words & Fields
Bot Settings Settings -> Config Settings  Build -> Configurations -> General Settings
Language enablement Settings -> Config Settings  Build -> Configurations -> Languages
Data Redaction Settings -> Config Settings Build -> Configurations -> PII Settings
Auth Profiles Settings -> Config Settings Build -> Configurations -> Authorization Profiles
Manage Sessions Settings -> Config Settings Build -> Configurations -> Manage Sessions
Environment Variables Settings -> Config Settings Build -> Configurations -> Environment Variables
Content Variables Settings -> Config Settings Build -> Configurations -> Content Variables

Testing

Feature/
Functionality
Legacy UI New UI (v9.0)
Utterance Testing Testing -> Utterance Testing Build -> Testing -> Utterance Testing
Batch Testing Testing -> Batch Testing Build -> Testing -> Batch Testing

Metrics

Feature/
Functionality
Legacy UI New UI (v9.0)
Usage Metrics Dashboard -> Usage Metrics Analyze -> Usage Metrics
Custom Dashboards Dashboard -> Custom Dashboards Analyze -> Custom Dashboards
Containment Metrics Dashboard -> Containment Metrics Analyze -> Containment Metrics
NLP Metrics
(previously Metrics)
Analyze -> Metrics Analyze -> NLP Metrics
Conversation Flows Analyze -> Conversation Flows Analyze -> Conversation Flows

Miscellaneous

Feature/
Functionality
Legacy UI New UI (v9.0)
Channel Enablement Channels Deploy -> Channels
Agent Transfer API Extensions -> Agent Transfer Deploy -> Integrations -> Agent Transfer
Bot Kit API Extensions -> BotKit SDK Deploy -> Integrations -> BotKit
Web/Mobile SDK API Extensions -> Web/Mobile SDK Deploy -> Integrations -> Web/Mobile SDK
Apps API Extensions -> Apps Deploy -> Integrations -> Apps
API Scopes API Extensions -> API Scopes Deploy -> Integrations -> API Scopes
Publish Bot Publish Deploy -> Bot Management -> Publish
Versioning Settings -> Bot Management Deploy -> Bot Management -> Bot Versions
Import/Export Bot Settings -> Bot Management Deploy -> Bot Management -> Import & Export
Delete Bot Settings -> Bot Management Deploy -> Bot Management -> Delete Bot
Team Collaboration
(previously Invite Developer)
Settings -> Bot Management Manage -> Team
Plan details NA Manage -> Plan & Usage
Invoices NA Manage -> Invoices

Universal Bot

These are the features specific to Universal Bots, for other features refer to the above sections.

Feature/
Functionality
Legacy UI New UI (v9.0)
Linked Bot Bot Tasks -> Linked Bot Build -> Conversational Skills -> Linked Bot
Widgets & Panels NA Build -> Digital Skills -> Digital Views
Linked Bot Training Natural Language -> Training Build -> Natural Language -> Linked Bot Training
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