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

Adding a Salesforce Bot

Kore.ai provides integration for a built-in Salesforce Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Salesforce Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Salesforce, and the notification messages that you want. This topic describes the Salesforce built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.

About the Kore.ai Bot for Salesforce

DIYSalesforceLogoSalesforce is the leader in cloud computing, offering applications for all aspects of your business, including CRM, sales, ERP, customer service, marketing automation, business analytics, mobile application building, and much more. And it all works on the same, connected platform, drawing from the same customer data.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category.

 

Configuring Salesforce

To configure web service tasks, you need to add the Salesforce Bot from the Kore.ai Marketplacetab in the Kore.ai application, and then setup the task.
To setup a Salesforce task, click Connect to Salesforce, enter the Salesforce URL for your company, for example, https://salesforce.com, your Salesforce account user name (not your email address), your password, and then press Enter.
After you are connected, you can perform tasks for Salesforce directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Salesforce.
The following table describes Salesforce tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Opportunity to Note In the Perform Task dialog,

  • search for an Opportunity
  • enter a Title
  • optionally enter a Description.

In a space room, you can enter the @salesforce addoppnote Bot command to invoke and configure this task.

Change Lead Status In the Perform Task dialog,

  • search for a Lead
  • and then select a Lead Status.

In a space room, you can enter the @salesforce updtleadstat Bot command to invoke and configure this task.

Change Opportunity Owner In the Perform Task dialog,

  • search for an Opportunity
  • and then select an Owner.

In a space room, you can enter the @salesforce changeoppowner Bot command to invoke and configure this task.

Create Case In the Perform Task dialog,

  • enter a Subject
  • select a Status
  • select an Origin
  • optionally enter a Description
  • optionally select a Type
  • optionally select a Priority.

In a space room, you can enter the @salesforce newcase Bot command to invoke and configure this task.

Create Contact In the Perform Task dialog,

  • enter a Name
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce newcontact Bot command to invoke and configure this task.

Create Lead In the Perform Task dialog,

  • enter a Name
  • select a Status
  • enter a Company
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter  a Description.

In a space room, you can enter the @salesforce newlead Bot command to invoke and configure this task.

Create Opportunity In the Perform Task dialog,

  • enter an Opportunity Name
  • select a Closed Date
  • select a Stage
  • optionally select a Type
  • optionally select a Lead Source
  • optionally enter an Amount.

In a space room, you can enter the @salesforce newopp Bot command to invoke and configure this task.

Recently Closed Opportunities In the Perform Task dialog, select Send Opportunities that closed in the last to generate the report.
In a space room, you can enter the  @salesforce getrcopps Bot command to invoke and configure this task.
Update Contact In the Perform Task dialog,

  • search for a Contact
  • optionally enter the Lastname
  • optionally enter the Firstname
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce updtcontact Bot command to invoke and configure this task.

Top Opportunities In the Perform Task dialog, enter Number of Opportunities.
In a space room, you can enter the @salesforce gettopopps Bot command to invoke and configure this task.
Update Opportunity  In the Perform Task dialog,

  • search for an Opportunity
  • optionally enter an Amount
  • optionally select a Closed Date
  • optionally select a Stage
  • optionally select a Type.

In a space room, you can enter the @salesforce updtoppstat Bot command to invoke and configure this task.

You can setup message notifications to your Kore.ai account using a Salesforce web service. Click , click Get notified when…, and then click one of the following Salesforce web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Case Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Status
    • Priority
    • Click Done to save the filter.
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Closed Lost In the Setup Task dialog,

  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Closed Won In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Account Name
    • Amount
    • Opportunity Name
    • Owner
    • Click Done to save the filter.
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Created/Updated over $x In the Setup Task dialog,

  • enter Amount
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Lead Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Lead Source
    • Assignee
    • Click Done to save the filter.
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section

 

Next Steps

After Salesforce  is configured as web service, when any of the events occur in Salesforce, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.