{"id":23374,"date":"2020-04-04T04:32:28","date_gmt":"2020-04-04T03:32:28","guid":{"rendered":"https:\/\/developer.kore.ai\/?p=23374"},"modified":"2021-08-04T07:53:23","modified_gmt":"2021-08-04T06:53:23","slug":"digital-views","status":"publish","type":"post","link":"https:\/\/multisite.korebots.com\/v9-0\/docs\/bots\/bot-builder-tool\/digital-views\/","title":{"rendered":"Digital Views"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_grid cols_1 laptops-cols_inherit tablets-cols_inherit mobiles-cols_1 valign_top type_default stacking_default\"><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p>Interactions with virtual agents are typically conducted using chat\/messaging tools, voice channels, or digital assistants. In the majority of the cases, the virtual agents respond to the user queries only when the users have requested some information. This works well for conducting on-demand tasks that need user input for execution and the result is usually a short response, confirmation, or acknowledgment. But, with the emergence of Digital Assistants, the need for proactive updates to users through engaging user interface has become a key requirement. This can be achieved by providing engaging interfaces that present relevant information to end-users with minimal need for user input. These interfaces can also trigger mobile\/web apps from within the chatbot.<\/p>\n<p>Using <strong>Digital Views<\/strong> from the Kore.ai Bots platform, you can design interactive components, panels, and widgets, to proactively present relevant information to your customers. <strong>Panels<\/strong> are the placeholders that hold one or more widgets. <strong>Widgets<\/strong> are individual components that display information to the end-users. Your customers can interact with your bot either in conversation mode or directly get the required information from the widgets.<\/p>\n<p>This document gives an overview of the working and implementation of <strong>Panels &amp; Widgets<\/strong>. For an step-by-step usage instructions, <a href=\"\/docs\/bots\/how-tos\/how-to-configure-digital-views\/\">refer to this how to<\/a>.<\/p>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"g-cols wpb_row via_grid cols_2 laptops-cols_inherit tablets-cols_inherit mobiles-cols_1 valign_top type_default stacking_default\" style=\"--gap:3rem;\"><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><div style=\"width: 281px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-23374-1\" width=\"281\" height=\"500\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"\/wp-content\/uploads\/sites\/22\/PanelsWidgets-final.mp4?_=1\" \/><a href=\"\/wp-content\/uploads\/sites\/22\/PanelsWidgets-final.mp4\">\/wp-content\/uploads\/sites\/22\/PanelsWidgets-final.mp4<\/a><\/video><\/div>\n<\/div><\/div><\/div><\/div><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Use_Case\"><\/span>Use Case<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><ol>\n<li>Using Digital Views, an organization offers to its employees a single interface for various work-related activities.<\/li>\n<li>Multiple panels constitute a Digital View.<\/li>\n<li>Each of the panels gives access to various functions like Sales, HR, ITSM, etc.<\/li>\n<li>The employee accesses these panels for information pertaining to each of the above functions and performs follow-up actions.<\/li>\n<li>As an example, HR Panel has multiple widgets showing:\n<ul>\n<li>Company-wide announcements<\/li>\n<li>Leave balance<\/li>\n<li>Benefits and enroll for additional benefits through bot conversation.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/div><\/div><\/div><\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Setup\"><\/span>Setup<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>You can access <strong>Digital Views<\/strong> from under the\u00a0<strong>Digital Skills<\/strong> menu under <strong>Build <\/strong>and setup <strong>Panels<\/strong> and <strong>Widgets<\/strong>.<\/p>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617054243\/digitalViews.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27743\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617054243\/digitalViews.png\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/p>\n<p>Following are the steps to setting up Panels and Widgets:<\/p>\n<ul>\n<li><strong>Configure Widgets<\/strong>: Define widgets by connecting them either to your bot tasks or any other source like JavaScript generating JSON file. In cases where you are using the bot task as a source, ensure that the message is formatted properly for the Widget SDK channel.<\/li>\n<li><strong>Preview the Widgets<\/strong>: Preview your widgets from the Bot Builder.<\/li>\n<li><strong>Set up Panels<\/strong>: You may create multiple panels and each panel can host widgets that present relevant information. You can use the pre-defined widgets or create new ones.<\/li>\n<li><strong>Test the Panels<\/strong> to see how the Panels and Widgets are rendered in the chat window.<\/li>\n<li><strong>Publish the Bot<\/strong>: Publish the bot so that the panels and widgets are made available for your end-users.<\/li>\n<li><strong>Host the Panel<\/strong>: You can choose to host your widgets independently or co-host them along with the web SDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel.<\/li>\n<\/ul>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Configure_Widgets\"><\/span>Configure Widgets<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Widgets are individual components that can communicate with the bot for presenting information to the end-users. The source of information for widgets is from a Dialog Task or a JSON using any of the pre-defined widget templates.<\/p>\n<p>To configure widgets, follow the below steps:<\/p>\n<ol>\n<li>Click <strong>Create Widget<\/strong> to create a widget.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617054545\/digitalViews_widgetNew.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27745\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617054545\/digitalViews_widgetNew.png\" alt=\"\" width=\"524\" height=\"930\" \/><\/a><\/li>\n<li>On the <strong>New Widget<\/strong> window, enter the following details:\n<ul>\n<li><strong>Name<\/strong> of the widget<\/li>\n<li><strong>Display Name<\/strong> for the widget<\/li>\n<li><strong>Auto Refresh<\/strong> to set the frequency with which this widget needs a poll for fresh data. The refresh is applicable only when the panel containing the widget is active.<\/li>\n<li><strong>Source<\/strong> for a widget can be either from the execution of Dialog Task or from JavaScript defining a JSON:\n<ul>\n<li><strong>JSON<\/strong> is specified in the JavaScript Editor that is presented.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055122\/digitalViews_widgetJson.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27747\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055122\/digitalViews_widgetJson.png\" alt=\"\" width=\"521\" height=\"767\" \/><\/a><\/li>\n<li><strong>Dialog Task<\/strong> option allows you to trigger a task and present the output in the widget.\n<ol>\n<li><strong>Select Dialog Task<\/strong> drop-down will list all available tasks in the current bot, select one from the list.<br \/>\nNote: In the connected Dialog Task make sure to use a Message node to present the required information in the widget using any of the supported widget templates.<br \/>\nYou can use the icon next to the Dialog Task to open the Dialog Task for checking the task details like entity names etc.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055542\/digitalViews_widgetTask.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27749\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055542\/digitalViews_widgetTask.png\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/li>\n<li>Any entities used by the selected Dialog Task need to be pre-populated with values by mapping <strong>Entity Name<\/strong> with <strong>Entity Values<\/strong>.<\/li>\n<li>If the selected Dialog Task has any authorization profile defined, the same is displayed here.<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Save<\/strong> the Widget.<\/li>\n<\/ul>\n<\/li>\n<li>After you save, the widget will be <strong>In Development <\/strong>state. You can <strong>Edit<\/strong> or\u00a0<strong>Delete<\/strong> the widget.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055701\/digitalViews_widgetOptions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27751\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617055701\/digitalViews_widgetOptions.png\" alt=\"\" width=\"573\" height=\"341\" \/><\/a><\/li>\n<li><strong>Edit<\/strong> widget, apart from allowing modification to any of the above fields, will allow you to <strong>Run &amp; Preview<\/strong> the widget.<br \/>\nYou can save the preview as the thumbnail display for the widget.<\/li>\n<\/ol>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Set_up_Panels\"><\/span>Set up Panels<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Panel refers to containers that hold one or more widgets. You can add an existing widget to the panel or create new widgets.<\/p>\n<ol>\n<li>Click <strong>Create Panel<\/strong> to create a panel.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060845\/digitalViews_panelNew-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27759\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060845\/digitalViews_panelNew-1.png\" alt=\"\" width=\"521\" height=\"317\" \/><\/a><\/li>\n<li>On the <strong>New Panel<\/strong> window, enter the following details:\n<ul>\n<li><strong>Name<\/strong> of the Panel.<\/li>\n<li><strong>Display Name<\/strong> for the Panel.<\/li>\n<li><strong>Panel Icon<\/strong> to display in the chat window (URL to the location).<\/li>\n<li><strong>Save<\/strong> the Panel.<\/li>\n<\/ul>\n<\/li>\n<li>After you save, the panel will be <strong>In Development <\/strong>state.<\/li>\n<li>Click <strong>Add Widget<\/strong> to add widgets to the panel. Select widgets from the drop-down list.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060304\/digitalViews_panel_addwidget.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27755\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060304\/digitalViews_panel_addwidget.png\" alt=\"\" width=\"525\" height=\"481\" \/><\/a><\/li>\n<li>You have the following options for a given panel:\n<ul>\n<li><strong>Edit<\/strong> the panel details;<\/li>\n<li><strong>Add Form\u00a0<\/strong>to add existing forms;<\/li>\n<li><strong>Add Widget<\/strong> to add existing widgets;<\/li>\n<li><strong>Panel Management<\/strong> to add existing forms\/widgets, or remove already added forms\/widgets from the panel.<\/li>\n<li><strong>Test<\/strong> the individual panel &#8211; this opens the talk to bot window along with the panel listing with the current panel active and data presented;<\/li>\n<li><strong>Delete<\/strong> the Panel.<\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210615072633\/digitalViews_paneloptions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27635\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210615072633\/digitalViews_paneloptions.png\" alt=\"\" width=\"555\" height=\"352\" \/><\/a><\/li>\n<li><strong>Test<\/strong> panels open the <strong>Talk to Bot<\/strong> window listing all the panels with the chat window active. You can interact and test the panels.<\/li>\n<\/ol>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Publish\"><\/span>Publish<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Publish your bot ensuring that the panels and widgets are selected.<\/p>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060720\/digitalViews_publish-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-27757\" src=\"https:\/\/s3-us-east-2.amazonaws.com\/kore-wordpress\/developer.kore.ai\/wp-content\/uploads\/sites\/22\/20210617060720\/digitalViews_publish-1.png\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/p>\n<p><a href=\"\/docs\/bots\/publish\/publishing-bot\/\" target=\"_blank\" rel=\"noopener noreferrer\">Refer here for details on Publishing a Bot<\/a><\/p>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h1><span class=\"ez-toc-section\" id=\"Hosting\"><\/span>Hosting<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Widget SDK is provided by the platform for hosting and managing panels and widgets. You can choose to host your widgets independently or co-host them along with the WebSDK. You can download the SDKs from the Kore.ai GitHub page. Do ensure to enable WidgetSDK as a channel. <a href=\"\/docs\/bots\/sdks\/kore-ai-widget-sdk-tutorial\/\" target=\"_blank\" rel=\"noopener noreferrer\">Refer to this tutorial on how<\/a>.<\/p>\n<\/div><\/div><div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>[vc_raw_html]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[\/vc_raw_html]<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Interactions with virtual agents are typically conducted using chat\/messaging tools, voice channels, or digital assistants. In the majority of the cases, the virtual agents respond to the user queries only when the users have requested some information. This works well for conducting on-demand tasks that need user input for execution and the result is usually...","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/23374"}],"collection":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/comments?post=23374"}],"version-history":[{"count":11,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/23374\/revisions"}],"predecessor-version":[{"id":29422,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/23374\/revisions\/29422"}],"wp:attachment":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/media?parent=23374"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/categories?post=23374"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/tags?post=23374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}