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 the Unblu Channel

Unblu is a Conversational Platform for Financial Services.

To setup Unblu as a channel, you will need to create an External Integration bot in Unblu, create a ‘Named Area’ and map this Named Area to your Kore.ai bot.

Channel Integration

Step 1: Create a Named Area

Named Areas in Unblu are used to identify the origins of the chat requests from your website. The Kore.ai bot should be associated with a Named Area to ensure that it responds to users only when the chat has originated from the sections of your website associated with this Named Area. This mapping is optional if you are enabling the Unblu channel for a single kore.ai bot alone. 

  1. Login to your Unblu Account Administration.
  2. Under the Named Areas module, select the ‘New named area’ option.
  3. Provide all the requested information.
  4. Make a note of the name of the Named Area you have created.

Step 2: Create Unblu Bot

A bot should be created in your Unblu account for integrating it with your current Kore.ai bot.

The Unblu Bot can be directly created from the Kore.ai Bots Platform.

  1. Create or Open the bot in the Kore.ai platform.
  2. From the left navigation menu, select Channels option.
  3. On the Channels page, click on Unblu to enable the same for the bot.
  4. Proceed to the Configurations tab and provide the following details for creating a bot in your Unblu account:
    • Unblu Host URL -the URL of your Unblu application. For example, use https://www.unblu.com/ for the Unblu cloud.
    • Unblu Account UsernameProvide your Unblu account username.
    • Unblu Account Password – Provide the password associated with your Unblu username.
    • Unblu Bot Name – Provide a name you would like to use for your Unblu bot
    • Unblu Bot DescriptionProvide a short description of your Unblu bot
    • Bot Person – Provide a Name to represent the Unblu bot to your users
    • Secret Key – Provide a confidential key to secure the communication between Unblu and Kore.ai bots
    • Named Area – Provide the Named Area you would like to associate with your Kore.ai bot. Kore.ai will respond only to the user chats that have originated in the Named Area that you have selected here. This field is optional if you are enabling Unblu channel for a single kore.ai bot alone. 
  5. Enable the channel.

Additional Instructions

For the seamless exchange of information from Unblu to Kore.ai, a few additional steps need to be performed:

  • The host URL where the Unblu SDK would be hosted needs to be added to the Domain section of your Unblu Account.
  • From your Unblu Account, API Keys section, make a note of the API Key.
  • Configure the Unblu SDK to give access to Kore.ai Bot, following the steps given below.
  • Open the Unblu SDK HTML file. Ensure that the following attributes are set:
    • In the <head> the meta tag should look thus: <meta name="unblu:named-area" content="<your-namedArea-Id>" /> This is the named area that you created in Step 1 above.
    • Script tag to populate the visitor information needs point to the Unblu host: <script src="<your-unblu-host>/unblu/js-api/v2/visitor/visitor-api.min.js"></script>
    • Invoke the function setVisitorData to pass the visitor data to Kore.ai bot. Note that the visitorData should be in string format and if you need to pass an object use Stringify.
      • Locate the following section and populate the apiKey and serverUrl fields with the above-mentioned values.
        window.unblu.api
        .configure({
           apiKey: "<your-unblu-apikey>",
           serverUrl: "<your-unblu-host>"
          })
    • In the following Script tag, add Unblu host URL and the API key: <script type="text/javascript" defer="defer" src="<your-unblu-host>/unblu/visitor.js?x-unblu-apikey=<your-unblu-apikey>"></script>
    • The entire Unblu SDK HTML file would look like this:
      <!DOCTYPE html>
      <html>
      
      <head>
      
         <meta name="unblu:named-area" content="<your-namedArea-Id>" />
      
         <script src="https://cdn.jsdelivr.net/npm/promise-polyfill@8/dist/polyfill.min.js"></script>
         <script src="<your-unblu-host>/unblu/js-api/v2/visitor/visitor-api.min.js"></script>
      
       <script>
         function setVisitorData(engagementType, visitorData) { 
            return Promise.resolve(JSON.stringify({ name: "John", about: "Tester" })); 
             }
           window.unblu.api
            .configure({
               apiKey: "<your-unblu-apikey>",
               serverUrl: "<your-unblu-host>"
             })
            .initialize().then(function (api) {
              console.log("API initialized successfully!");
              api.setNewConversationInterceptor(setVisitorData);
       
                  }).catch(e => {
                      console.log("------error : ", e);
                      if (e.type === 'INITIALIZATION_TIMEOUT') {
                        //retry
                       } else if (e.type === 'UNSUPPORTED_BROWSER') {
                        // display unsupported browser dialog
                      } else {
                       // show generic error message
                       }
                 });
      
      </script>
      
      <script type="text/javascript" defer="defer"
      src="<your-unblu-host>/unblu/visitor.js?x-unblu-apikey=<your-unblu-apikey>"></script>
      </head>
      
      <body>
      </body>
      
      </html>
    • You can access the Visitor Data from the usercontext.customData  along with the user information for each message from Unblu,
    • Following is the structure of the usercontext.customData
      {
      "timestamp" : 1594113137065.0,
      "eventType" : "bot.dialog.opened",
      "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
      "dialogToken" : "qG8dFE7ZQPW1p6qcI293hQ-c-QY7P7MNqTCuM6FHT-m-FSQ",
      "dialogType" : "ONBOARDING",
      "counterpartPerson" : {
         "type" : "PersonData",
         "id" : "xZHnVmhxQNKvyf5ybxyLoQ",
         "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
         "personSource" : "VIRTUAL",
         "sourceId" : "awhFjUq1RQCvdMDoV5OW2Q",
         "sourceData" : null,
         "firstName" : null,
         "lastName" : null,
         "username" : null,
         "nickname" : null,
         "displayName" : "Visitor - xZHnV",
         "personType" : "VISITOR",
         "authorizationRole" : "ANONYMOUS_USER",
         "email" : null,
         "phone" : null,
         "teamId" : null,
         "teamName" : null,
         "avatar" : null
         },
      "conversation" : {
         "type" : "ConversationData",
         "id" : "qG8dFE7ZQPW1p6qcI293hQ",
         "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
         "topic" : null,
         "recipient" : {
         "type" : "NamedAreaData", 
         "id" : "WkUGFqcORCCor3bxHa3I5A",
         "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
         "displayName" : "testlocal",
         "avatar" : null
        },
      "participants" : [
       {
         "type" : "ParticipantData",
         "state" : "ACTIVE",
         "personId" : "yb8ALAiGQOWlCoBahUCfgQ",
         "connectedViaExternalMessenger" : false,
         "hidden" : true
       }
       ],
       "assigneePersonId" : null,
       "contextPersonId" : "xZHnVmhxQNKvyf5ybxyLoQ",
       "state" : "ONBOARDING",
       "initialEngagementType" : "CHAT_REQUEST",
       "locale" : "en",
       "tokboxSessionId" : null,
       "visitorData" : "{\"name\":\"John\",\"about\":\"Tester\"}",
       "conversationTemplateId" : "R6W3x2uzQ1KXzARnIqdNZw",
       "links" : [
       {
         "type" : "OPEN_IN_VISITOR_DESK",
         "url" : "https://kore.dev.unblu-test.com/unblu/visitordesk/#/conversation/qG8dFE7ZQPW1p6qcI293hQ"
       },
       {
        "type" : "OPEN_IN_AGENT_DESK",
        "url" : "https://kore.dev.unblu-test.com/unblu/desk/#/conversation/qG8dFE7ZQPW1p6qcI293hQ"
       },
      {
        "type" : "OPEN_IN_AGENT_SINGLE_VIEW",
        "url" : "https://kore.dev.unblu-test.com/unblu/single/#/conversation/qG8dFE7ZQPW1p6qcI293hQ"
       }
       ],
       "externalMessengerChannelId" : null,
       "sourceId" : null,
       "configuration" : null,
       "text" : null
      },
      "presencePersonInfo" : {
        "id" : "OuG04Q0WSFe3-iaIA1GlLw",
        "creationTimestamp" : 1594112743472.0,
        "modificationTimestamp" : 1594112743472.0,
        "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
        "joinedTimestamp" : 1594112743472.0,
        "leftTimestamp" : null,
        "personId" : "xZHnVmhxQNKvyf5ybxyLoQ",
        "deviceInfo" : {
          "id" : "fx7Q8qZyQXmnf62xpoePWg",
          "creationTimestamp" : 1594112743454.0,
          "modificationTimestamp" : 1594112743454.0,
          "accountId" : "wZvcAnbBSpOps9oteH-Oxw",
          "osName" : "Ubuntu",
          "osVersion" : "Other",
          "browserName" : "Chromium",
          "browserVersion" : "81.0",
          "userAgent" : null,
          "screenWidth" : null,
          "screenHeight" : null,
          "screenPixelRatio" : null,
          "type" : "DESKTOP",
          "identifier" : "awhFjUq1RQCvdMDoV5OW2Q",
          "identifierSource" : "COOKIE",
          "pushToken" : null,
          "ownerPersonId" : "xZHnVmhxQNKvyf5ybxyLoQ"
        },
       "touchTimestamp" : 1594113153628.0,
       "impersonationType" : "NONE",
       "impersonatedFromUserId" : null,
       "impersonatedFromAccountId" : null,
       "additionalInfo" : null,
       "authInfo" : null,
       "propagated" : false
       }
      }

Special Notes

There are multiple functionalities that can be achieved by the integration of Unblu channel with Kore.ai bots

  • When mapping named area to a bot, multiple named areas can be mapped. This way a single Kore.ai bot has the ability to accept Unblu dialog offer requests from different origins like SDKs or namedAreas.
  • Also, the named area mapping is optional if you are enabling the Unblu channel for a single Kore.ai bot. 
  • You can redirect user conversations to agents by adding an agent transfer node in the dialog flow, note that you need not enable the Agent Transfer or BotKit specifically for this Channel. Having an agent transfer node is sufficient.
  • The user information for each message from Unblu is available in the usercontext.customData and you can use it for further processing. This information includes deviceInfo, authInfo, joinedTime of the user. See here for how to use context object.

Using Unblu supported message templates

By default, the following message templates are used – Button/multi-choice, List template. You can override templates like card message, List message, multi-choice/Button message.

Following is a code example for how to use the above mentioned templates, change it to suit your requirements:

  • Card Template:
    var unbluCardTemplate = {
        "$_type": "CardPostMessageData",
        "type": "CARD",
        "imageUrl": "data:image/png;base64,",
        "imageAltText": "test image",
        "title": "Title",
        "body": "This is the **body text** with markdown",
        "bodyTextType": "MARKDOWN",
        "actions": [
          {
            "$_type": "MessageAction",
            "actionType": "LINK_INTERNAL",
            "label": "Unblu homepage",
            "value": "https://unblu.com"
          },
          {
            "$_type": "MessageAction",
            "actionType": "LINK_EXTERNAL",
            "label": "Wikipedia",
            "value": "https://www.wikipedia.org/"
          },
          {
            "$_type": "MessageAction",
            "actionType": "REPLY_MESSAGE",
            "label": "More info",
            "value": "Could you provide me with more info?"
          }
        ]
      };
    
    print(JSON.stringify(unbluCardTemplate));
    
  • List Template:
    var unbluListTemplate = {
        "$_type": "ListPostMessageData",
        "type": "LIST",
        "header": {
          "$_type": "MessageHeader",
          "imageUrl": "data:image/png;base64,",
          "imageAltText": "test image",
          "title": "Title",
          "body": "This is the **body text** with markdown",
          "bodyTextType": "MARKDOWN"
        },
        "items": [
          {
            "$_type": "PostListMessageCardItemData",
            "imageUrl": "data:image/png;base64,",
            "imageAltText": "test image",
            "title": "Title",
            "body": "This is the **body text** with markdown",
            "bodyTextType": "MARKDOWN",
            "action": null
          },
          {
            "$_type": "PostListMessageCardItemData",
            "imageUrl": "data:image/png;base64,",
            "imageAltText": "test image",
            "title": "Title",
            "body": "This is the **body text** with markdown",
            "bodyTextType": "MARKDOWN",
            "action": {
              "$_type": "MessageAction",
              "actionType": "LINK_INTERNAL",
              "label": "Unblu homepage",
              "value": "https://unblu.com"
            }
          }
        ],
        "actions": [
          {
            "$_type": "MessageAction",
            "actionType": "LINK_INTERNAL",
            "label": "Unblu homepage",
            "value": "https://unblu.com"
          },
          {
            "$_type": "MessageAction",
            "actionType": "LINK_EXTERNAL",
            "label": "Wikipedia",
            "value": "https://www.wikipedia.org/"
          },
          {
            "$_type": "MessageAction",
            "actionType": "REPLY_MESSAGE",
            "label": "More info",
            "value": "Could you provide me with more info?"
          }
        ]
    }
    print(JSON.stringify(unbluListTemplate));
    
  • Multi Choice Template:
    var unbluMultiChoiceTemplate =  {
        "$_type": "MultichoiceQuestionPostMessageData",
        "type": "MULTICHOICE_QUESTION",
        "text": "Choose one of the options",
        "textType": "MARKDOWN",
        "options": [
          {
            "$_type": "MultichoiceQuestionOption",
            "label": "Option 1",
            "value": "1",
            "primary": true
          },
          {
            "$_type": "MultichoiceQuestionOption",
            "label": "Option 2",
            "value": "2",
            "primary": false
          }
        ]
      };
    print(JSON.stringify(unbluMultiChoiceTemplate));
    

Editing the Unblu Channel

To edit the Unblu channel, hover your mouse over the channel to modify, and then click the Settings icon to display the command menu . Select one of the following commands to modify the channel:

  • Disable/Enable – Click Disable to temporarily disable the use of the Unblu for your Bot. To enable the use of the Unblu channel, Click Enable.
  • Delete – Click Delete, and then click OK in the Delete Confirmation dialog to permanently delete the Bot channel configuration.
Warning: This operation is permanent, and cannot be undone.