OVERVIEW
Virtual Assistants
Kore.ai Platform
Key Concepts
Natural Language Processing (NLP)
Accessing Platform
VIRTUAL ASSISTANTS
Virtual Assistant Builder
Virtual Assistant Types
Getting Started
Create a Simple Bot
SKILLS
Storyboard
Dialog Tasks
Introduction
Dialog Builder (New)
Dialog Builder (Legacy)
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Bot Action Node
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Manage Dialogs
User Prompts
Knowledge Graph
Terminology
Building
Generation
Importing and Exporting
Analysis
Knowledge Extraction
Train
Build
Alert Tasks
Introduction
Ignore Words and Field Memory
How to Schedule a Smart Alert
Small Talk
Digital Views
Introduction
How to Configure Digital Views
Digital Forms
Overview
How to Configure Digital Forms
NATURAL LANGUAGE
Overview
Machine Learning
Introduction
Model Validation
Fundamental Meaning
Introduction
NLP Guidelines
Knowledge Graph
Traits
Introduction
How to Use Traits
Ranking and Resolver
Advanced NLP Configurations
INTELLIGENCE
Overview
Context Management
Overview
Session and Context Variables
Context Object
How to Manage Context Switching
Manage Interruptions
Dialog Management
Sub Intents & Follow-up Intents
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Event Based Bot Actions
Default Conversations
Default Standard Responses
TEST & DEBUG
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Conversation Testing
CHANNELS
PUBLISH
ANALYZE
Overview
Dashboard
Custom Dashboard
Overview
How to Create Custom Dashboard
Conversation Flows
NLP Metrics
ADVANCED TOPICS
Universal Bots
Overview
Defining
Creating
Training
Customizing
Enabling Languages
Store
Smart Bots
Defining
koreUtil Libraries
SETTINGS
Authorization
Language Management
PII Settings
Variables
Functions
IVR Integration
General Settings
Management
Import & Export
Delete
Bot Versioning
Collaborative Development
Plan Management
API GUIDE
API Overview
API List
API Collection
SDKs
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
Installing
Configuring
Events
Functions
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
ADMINISTRATION
HOW TOs
Create a Simple Bot
Create a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure UI Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
RELEASE NOTES

Dialog Task

Kore.ai Dialog Tasks represent a full conversational flow between a user and a bot with a network of nodes that are connected using conditions.

For example, if you create a banking bot, the tasks you want your bot to do for users is to:

  • Retrieve and monitor account balances.
  • Provide alerts for expenditures or low balances.
  • Transfer funds
  • Pay bills
  • A combination of these or more.

Dialog tasks also handle multiple user intents within a single conversation. For example, Pay Bills is a typical question in a Banking Bot, followed up with Transfer Funds or Check Balance. You can create a dialog task to encompass a full conversation with multiple outcomes as a single task.

A dialog task begins with a root intent, Pay Bill; can branch out into subtasks, Check Balance; then return to the primary task. The branch flow is determined at the runtime by the user input or selection.

Why Dialog Task?

As a developer, you can define Kore.ai Dialog Tasks to:

  • Create a conversational flow between the user and the bot.
  • Build dialogs with branching paths based on user inputs and responses.
  • Invoke a child flow within the context of the current flow.
  • Define and reuse dialog nodes connected by defined conditions.
  • Add custom JavaScript to the conversation flow.
  • Add event handlers and get or update the conversation context through Webhook.

It is recommended to end a dialog task with a message node. In the absence of a message node, the dialog task can not find closure and reverts to Small Talk/Intent not Found standard messages.

Create Dialog Task

To create a dialog task, you must have already created a bot to add a dialog task to.

To add a dialog task, follow the below steps:

  1. Open the bot in which you want to create the dialog task.
  2. Select the Build tab from the top menu.
  3. From the left menu and click Conversational Skills -> Dialog Tasks.
  4. On the Dialog Tasks page, click the Create Dialog button.
  5. Enter a name for the dialog task in the Intent Name field. Optionally, you can add a description.
  6. You can add user utterances that should trigger this intent using in the Intent Training. You can add them later from the user intent node that is generated within this task.
  7. Set options
    1. for the task to be an independent or sub-intent dialog
    2. to hide from help requests by the user
    3. to specify the context tags as intent preconditions – this will ensure that the intent would be detected only when the context tag is present
    4. select Create using New Conversation Driven Dialog Builder which was introduced in ver9.0 of the platform. This is the default setting and recommended.
      If you do not select this option, you will be prompted to Upgrade whenever you open the dialog task
  8. Click Proceed.
  9. The Dialog Builder displays with the root intent component and User Intent window with the Component Properties tab selected by default.
  10. If you have selected to upgrade to the new builder you can see the following:
    • The Conversation Builder is presented by default. To know more about conversation builder, refer here.
    • Close the conversation builder to access the Nodes panel.
    • The new dialog builder, to work on it refer here.
  11. You can choose to continue with the legacy builder, refer here for more.

Now, you are ready to add nodes and establish transitions between these nodes for your workflow. Click here to know about Nodes & Transitions.

Cloning

There are scenarios where you need to create two similar dialog tasks with minor differences. You can achieve the same with the Clone option available for the given dialog from the Dialog Tasks page.

To clone a dialog task, follow the below steps:

  1. Open the bot in which you want to clone the dialog task.
  2. Select the Build tab from the top menu.
  3. From the left menu, click Conversation Skills -> Dialog Tasks.
  4. On the Dialog Tasks page, hover over the dialog you want to clone and click the Clone icon.
  5. On the Clone a Dialog window, enter a name for the dialog task in the Intent Name field.
  6. Optionally, you can add a description and set options for the task to be an independent or sub-intent task.
  7. Click Clone.

The following are the properties of a cloned dialog task:

  • It contains the same component, instance, NL, IVR, and connection properties as the original dialog.
  • The Dialog Settings, Interruption Settings, and Amend behavior are also copied from the original dialog.
  • If multiple languages are enabled in the original dialog, then the details for all languages are copied.
  • The below-listed intent level NLP training data is not copied:
    • ML Utterances
    • Intent Patterns & Rules
    • Intent Synonyms

Dialog Builder

The Dialog Task Builder is the user interface to build Dialog Tasks. Dialog Tasks consists of a set of connected nodes and branch paths the bot can take based on a user conversation. Click here to know about how to use the Dialog Builder Tool. For legacy builder, refer here.