GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
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
Billing

会話型トリガーとは、会話型ボットを介して発生するトリガーを指します。 Kore.ai会話型ボットを関連付け、それらを使用してプロセスアプリをトリガーする必要があります。会話型ボットがプロセスアプリをトリガーできるようにするために、ボットにはトリガーアクションを実行するための権限が与えられています。

会話型トリガーの構成

会話形式トリガーを設定するには、以下の手順に従います。

  1. プロセスアプリにログインした後、そのアプリにはフロータブが表示されます。
  2. 右側のペインで、トリガーの下の会話形式をクリックします。
  3. 「会話形式トリガー」ウィンドウでは、デフォルトで設定タブが選択されています。
  4. 構成ページで、+変数をクリックしてプロセス変数を追加します。変数によって、プロセスアプリのフロー全体でボットのデータを使用できます。変数の追加はオプションです。会話中にプロセスをトリガーする場合は、それを追加できます。
  5. データ型(文字列、ブール値、数字、日付) をドロップダウンリストから選択します。
  6. 同様に、データ型が異なる複数の変数を追加できます。
  7. 手順タブをクリックすると、設定するための手順が表示されます。
    1. ペイロードを定義 – プロセスアプリのトリガーとして機能するボットから想定されるペイロードを追加します。
    2. 会話ボットがプロセスアプリをトリガーできるように、ボットにはトリガーアクションを実行するためのアクセス許可が付与されています。設定ボットのアクセス許可からアクセス許可を追加できます。また、プロセスアプリの設定後に、ボットのアクセス許可を有効にすることもできます。
    3. 開発者は、アクセス許可を付与した後、ボットビルダーのダイアログ定義画面に移動して、プロセスノードを追加し、トリガーするプロセスアプリを選択し、ボットからプロセスアプリにコンテキストデータを渡すために、コンテキストマッピングを実行する必要があります。トリガーを作成して設定した後、個別にこれを実行することもできます。
    4. 完了をクリックします。

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
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
Billing

대화형 트리거는 대화형 봇을 통해 발생하는 트리거를 의미합니다. Kore.ai 대화형 봇을 연결하고 이를 사용하여 프로세스 앱을 트리거 해야 합니다. 대화형 봇이 프로세스 앱을 트리거 할 수 있도록 봇에 트리거 작업을 수행할 수 있는 권한을 부여합니다.

대화형 트리거 설정

대화형 트리거를 설정하려면 다음 단계를 수행하세요.

  1. 프로세스 앱에 로그인하면 흐름탭으로 이동합니다.
  2. 오른쪽 창에서 트리거 아래의 대화형을 클릭합니다.
  3. 대화형 트리거 창에 기본값으로 설정 탭이 선택되어 있습니다.
  4. 설정 페이지에서 + 변수를 클릭하여 프로세스 변수를 추가합니다. 변수를 사용하면 프로세스 앱 흐름 전체에서 봇의 데이터를 사용할 수 있습니다. 변수를 추가하는 것은 선택 사항입니다. 대화 과정 중에 프로세스를 트리거 하여 변수를 추가할 수 있습니다.
  5. 드롭다운 목록에서 데이터 형식(문자열, 부울, 숫자, 날짜)을 선택합니다.
  6. 마찬가지로 데이터 유형이 다른 여러 개의 변수를 추가할 수 있습니다.
  7. 지시 사항 탭을 클릭하고 설정 지시 사항을 확인합니다.
    1. 페이로드 정의 – 트리거 역할을 하는 봇에서 예상되는 페이로드를 프로세스 앱에 추가합니다.
    2. 봇이 프로세스 앱을 트리거 할 수 있도록 봇에 트리거 작업을 수행할 수 있는 권한을 부여합니다. 설정 > 봇 권한에서 권한을 추가할 수 있습니다. 프로세스 앱 설정 후 봇 권한을 활성화할 수도 있습니다.
    3. 권한을 부여한 후 개발자는 봇 빌더 대화 정의 화면으로 이동하여 프로세스 노드를 추가하고 트리거 할 프로세스 앱을 선택하고 컨텍스트 매핑을 수행하여 봇에서 프로세스 앱으로 컨텍스트 데이터를 전달해야 합니다. 트리거를 생성 및 설정한 후 이 작업을 독립적으로 수행할 수도 있습니다.
    4. 완료를 클릭합니다.

GETTING STARTED
Process Apps Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building a Process Apps from Scratch
What's New
Current Version
Previous Versions

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
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
Billing

Conversational Triggers refer to the triggers that occur through a conversational bot. You must associate Kore.ai conversational bots and use them to trigger your process app. To let the conversational bot trigger the process app, the bot is provided with permissions to perform the trigger action.

Configure Conversational Trigger

To configure a Conversational Trigger, follow the below steps:

  1. After you log in to the Process App, it lands you on the Flow tab.
  2. On the right pane, click Conversational under Triggers.
  3. On the Conversational Trigger window, by default, the Configure tab is selected.
  4. On the Configure page, click + Variable to add process variables. Variables allow you to use data from bots across your process app flow. Adding a variable is optional. If you want to trigger the process during the course of a conversation, you can add it.
  5. Select a Data Type (String, Boolean, Number, Date) from the drop-down list.
  6. Similarly, you can add multiple variables with different data types.
  7. Click the Instructions tab to find the instructions to configure.
    1. Define Payload – Add the payload that is expected from the bot that acts as a trigger to the process app.
    2. To let the bot trigger the process app, the bot is provided with permissions to perform the trigger action. You can add permissions from Settings > Bot Permissions. You can also enable the bot permissions after the Process App configuration.
    3. After you grant permissions, the developer must go to the bot builder dialog definition screen to add the process node and select the process app to trigger and perform the context mapping to pass the context data from the bot to the process app. You can also do this independently after creating and configuring the trigger.
    4. Click Done.