SmartAssist uses the Kore.ai Virtual Assistant platform to build the smart assistant. This implies that a bot is built and configured by default using the Kore.ai Virtual Assistant platform. You need not be aware of the implementation details. But in case, you are well-versed with the virtual assistant platform and have a bot ready catering to your business needs, you can utilize that bot to build the SmartAssist application.

After you log in, on the Welcome dialog box, select an option:

1. Create New Bot
2. Select Existing Bot
3. Choose Pre-trained Bot

Create New Bot

To create a new bot, follow the below steps:

1. Click Create New Bot.
2. On the Create a New Bot dialog box, enter a name in the SmartAssist Bot Name field.
3. You can also import a bot using the bot definition and configuration files. To import, select the I want to Import a Bot using bot definition & configuration files checkbox.
   1. In the Bot Definition File field, click Choose File to locate and choose a file.
   2. In the Bot Config File field, click Choose File to locate and choose a configuration file.
   3. In the Custom Script File field, click Choose File to locate and choose a custom script file.
4. Under the Bot Icon section, select a bot icon.
5. Click Import.

Select Existing Bot

To select an existing bot, follow the below steps:

1. Click Select Existing Bot.
2. On the Select from Existing Bot dialog box, select a bot.
3. By default, Create a Backup checkbox is selected. During the bot conversion process, your bot will be modified. So it is recommended to create a backup.
4. Click Convert Bot. A backup of your bot is created and downloaded as a zip file.
5. On the Convert Bot dialog box, you can find the status of the bot conversion.
6. You can also download the log file. Click Download Log File.
7. Click Done and you can access the application.

Choose Pre-trained Bot

To select a pre-trained bot, follow the below steps:

1. Click Choose Pre-trained Bot.
2. On the Templates from Bot Store page, you can find the list of template bots offered and explore them based on various categories as listed below:
   1. You can filter the bots based on the following criteria:
      • Domains like customer service, HR, Healthcare, Retail, Telecom, and more.
      • Features like NLU concepts Digital Views, IVR integration, Omnichannel experience, and more.
      • Integrations like Salesforce, etc.
      • Channels for deployment like Email, Facebook Messenger, Twilio, etc.
   2. You can sort the template bots based on:
      • Number of installations
      • Recency
      • Alphabetically
3. Hover over a template bot to preview its features like:
   1. Name, icon, and summary of the bot.
   2. Associated features, complexity, the channels of deployment, and the number of downloads.
4. On the preview display, click Explore for more details. On the corresponding dialog box, you can find:
   1. A video that explains the bot’s features.
   2. Two sections that give:
      • Overview – This section gives a summary of the template bot and the features available in this bot.
      • Technical Specifications – This section gives a detailed overview of the technical aspects of the bot like data source, etc.
   3. On the right column, you can find:
      1. Category and complexity of the bot.
      2. The number of times the bot was downloaded.
      3. The list of channels, languages, and integrations (if any) supported.
      4. The Related Bots section for bots similar to the selected template bot.
5. After exploring the bot, click Install to install the bot.
6. On the Install Template dialog box, by default, the Instructions tab is selected. You can find the installation guide for the selected template bot at the given link.
7. Click the Bot Details tab. Enter the Bot Name and select the Bot Icon.
8. Click the Required Variables tab and enter the details. Details vary depending on the template bot selected.
9. Click Setup to install the template bot or click Abort to cancel the installation.