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

プロセスアプリの使用を開始するには、Kore.aiプラットフォームアカウントが必要です。プロセスアプリにアクセスし設定するには、次のステップに従います。

  1. 有効な資格情報を使用してプロセスアプリにログインします。
  2. ランディングページで、以下のオプションのいずれかを選択して、プロセスアプリを設定できます。
    1. ストアを探索
    2. 一から開始
  3. ストアから開始するには、ストアの探索をクリックします。ビジネスニーズに合ったプロセスアプリを表示、探索、およびインストールできます。プロセスアプリストアにアクセスしたら、以下のステップに従って、提供されているさまざまなテンプレートを調べます。
    • 以下の条件でプロセスアプリを、フィルタリングできます:
      • 管理、バンキング、ファイナンス、HR、IT、リーガルその他などのドメインなど。
      • ブランチとマージ、複雑なプロセスフロー、条件付きフロースイッチなどの機能。複数の機能を選択できます。
      • メール、MS Teams、Slack、API、WorkAssistなどの展開用のチャネル。複数のチャンネルを選択できます。
    • 以下に基づいて、テンプレートプロセスアプリの並べ替えを実行できます。
      • 導入数
      • 最新
      • アルファベット順
    • テンプレートプロセスアプリにカーソルを当てると、以下のような機能が プレビュー されます:
      • プロセスアプリの名前、アイコン、概要など。
      • 関連する機能、複雑さ、デプロイメントのチャネル、ダウンロード数など。
    • プレビュー画面で、探索をクリックすると、以下のような詳細情報が表示されます。
      • プロセスアプリの機能を説明するビデオ
      • 以下の2つのセクションがあります。
        • 概要―このセクションでは、プロセスアプリのテンプレートの概要と、このプロセスアプリで利用できる機能について説明します。
        • 技術仕様―このセクションでは、データソースなどのプロセスアプリの技術的な側面の詳細な概要を説明します。
      • 右の列では、以下を確認できます:
      • カテゴリーおよびプロセスアプリの複雑さ
      • プロセスアプリがダウンロードされた回数。
      • サポートされている チャネル言語システム連携 (ある場合) のリストです。
      • プロセスアプリの関連アプリセクションは、選択したテンプレートプロセスアプリに似ています。
    • プロセスアプリを調べた後、必要に応じて、[インストール]をクリックしてプロセスアプリをインストールできます。
    • まだログインしていない場合は、Kore.aiアカウントにログインするように求められます。
    • 有効なKore.aiを持っていない場合は、今直ぐそれを作成することができます。
  1. 最初から開始するには、最初から開始をクリックします。
    1. 基本設定ダイアログボックスで、プロセス名フィールドに名前を入力します。たとえば、休暇願です。
    2. 説明フィールドに簡単な説明を入力します。
    3. 続行をクリックしてアプリへのアクセスを開始します。

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

프로세스 앱을 시작하려면 Kore.ai 플랫폼 계정이 있어야 합니다. 프로세스 앱에 접근하고 설정하려면, 다음 단계를 따르세요:

  1. 유효한 자격 증명으로 프로세스 앱에 로그인합니다.
  2. 랜딩 페이지에서, 아래 옵션 중 하나를 선택하여 프로세스 앱을 설정할 수 있습니다:
    1. 스토어 탐색
    2. 처음부터 시작
  3. 스토어에서 시작하려면, 스토어 탐색을 클릭합니다. 비즈니스 요구 사항에 맞는 프로세스 앱을 보고, 탐색하고 설치할 수 있습니다. 프로세스 앱 스토어에 접근한 후, 제공되는 다양한 템플릿을 살펴보려면 아래 단계를 따르세요:
    • 다음 기준에 따라 프로세스 앱을 필터링할 수 있습니다:
      • 관리, 은행, 재무, HR, IT, 법무 등과 같은 도메인.
      • 분기 및 병합, 복잡한 프로세스 흐름, 조건부 흐름 스위치 등과 같은 기능. 여러 기능을 선택할 수 있습니다.
      • 이메일, MS Teams, Slack, API 및 WorkAssist와 같은 배포용 채널. 여러 채널을 선택할 수 있습니다.
    • 다음을 기준으로 템플릿 프로세스 앱을 정렬할 수 있습니다:
      • 설치 수
      • 최신
      • 알파벳순
    • 템플릿 프로세스 앱 위로 마우스를 올리면 다음과 같은 기능을 미리 보기할 수 있습니다:
      • 프로세스 앱의 이름, 아이콘 및 요약.
      • 관련 기능, 복잡성, 배포 채널, 다운로드 수.
    • 미리 보기 디스플레이에서, 자세한 내용을 보려면 탐색을 클릭합니다:
      • 프로세스 앱의 기능을 설명하는 동영상.
      • 다음과 같은 두 섹션을 확인할 수 있습니다:
        • 개요 – 이 섹션에서는 프로세스 앱에서 사용할 수 있는 템플릿 프로세스 앱과 기능의 개요를 제공합니다.
        • 기술 세부 사항 – 이 섹션에서는 데이터 소스와 같은 프로세스 앱에 기술적인 측면에 대한 자세한 개요를 제공합니다.
      • 오른쪽 열에서 다음을 확인할 수 있습니다:
      • 프로세스 앱의 카테고리복잡성
      • 프로세스 앱을 다운로드한 횟수.
      • 채널, 언어 및 (있는 경우) 지원되는 통합 목록.
      • 프로세스 앱의 관련 앱 섹션은 선택한 템플릿 프로세스 앱과 유사합니다.
    • 프로세스 앱을 살펴본 후, 필요한 경우 설치를 클릭하여 프로세스 앱을 설치할 수 있습니다.
    • 아직 로그인하지 않은 경우, Kore.ai 계정에 로그인하라는 메시지가 표시됩니다.
    • 유효한 Kore.ai 계정이 없는 경우, 지금 생성할 수 있습니다.
  1. 처음부터 시작하려면, 처음부터 시작을 클릭합니다.
    1. 기본 설정 대화 상자에서, 프로세스 이름 필드를 입력합니다. 예: 휴가 요청.
    2. 설명 필드에 간단한 설명을 입력합니다.
    3. 계속을 클릭하여애플리케이션 접근을 시작합니다.

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

You must have a Kore.ai platform account to get started with the Process App. To access and set up the Process App, follow the below steps:

  1. Log in to the Process Apps with valid credentials.
  2. On the landing page, you can set up your process app by selecting any of the below options:
    1. Explore Store
    2. Start from Scratch
  3. To start from the store, click Explore Store. You can view, explore, and install the Process App that suits your business needs. Once you have accessed the Process App store, follow the below steps to explore the various templates offered:
    • You can filter the process apps based on the following criteria:
      • Domains like Administration, Banking, Finance, HR, IT, Legal, and more.
      • Features like Branching and Merging, Complex Process Flows, Conditional Flow Switch, and more. You can select multiple features.
      • Channels for deployment like Email, MS Teams, Slack, API, and WorkAssist. You can select multiple channels.
    • You can sort the template process apps based on:
      • Number of installations
      • Recency
      • Alphabetically
    • Hover over a template process app to preview its features like:
      • Name, icon, and summary of the process app.
      • Associated features, complexity, the channels of deployment, and the number of downloads.
    • On the preview display, click Explore for more details like:
      • A video that explains the process app’s features.
      • You can find two sections that give:
        • Overview – This section gives a summary of the template process app and the features available in this process app.
        • Technical Specifications – This section gives a detailed overview of the technical aspects of the process app like data source, etc.
      • On the right column, you can find:
      • Category and complexity of the process app.
      • The number of times the process app was downloaded.
      • The list of channels, languages, and integrations (if any) supported.
      • The Related Apps section for the process app is similar to the selected template process app.
    • After exploring the process app, if required, you can click Install to install the Process App.
    • You are prompted to log in to your Kore.ai account, if not logged in already.
    • If you do not have a valid Kore.ai account, you can create it now.
  1. To start from scratch, click Start from Scratch.
    1. On the Basic Setup dialog box, enter a name in the Process Name field. For example, Leave Request.
    2. Enter a short description in the Description field.
    3. Click Proceed to start accessing the application.