Bot Agents¶
Administrators can create bot agents for users using the bot agent builder, significantly improving overall efficiency. Workflows designed on the XO Platform can be seamlessly integrated, allowing actions to be executed directly when a workflow is triggered and eliminating the need for other platforms.
For complex workflows involving multiple system integrations and logic, users can build bots using the XO Platform. These bots can be triggered through conversations using the UI or NLP intent, streamlining the entire process.
For example, consider a Fund Transfer Bot Agent. By creating this bot on the XO Platform, you can automate fund transfers to clients' designated accounts, capturing key details such as client names, account information, and transfer amounts. Once integrated with your organization’s systems, the bot allows seamless conversational interactions, simplifying fund transfer operations.
You can create a new agent or import an existing one.
Import existing Bot Agent¶
To import an existing Bot Agent:
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Click the Import Agent button located in the upper-right corner.
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Select the .ZIP file of the existing agent.
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Click Import to complete the process. The imported agent will appear on the Bot Agents page.
Create a New Bot Agent¶
You can create a new Bot agent to assist users in completing various tasks by utilizing the Bot created using the XO Platform. Learn more.
To create a new Bot Agent, follow these steps:
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In the Admin Console, click AI Agents from the left pane, and then select Bot Agents. A list of available bot agents will be displayed.
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On the Bot Agents page, click +Create Agent.
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You must link your Bot built on the XO Platform with AI for Work and create a webhook channel. Learn more.
To create a webhook channel on the Bot and complete the integration process, follow these steps:
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Log in to the XO Platform. Open the virtual assistant or bot you want to add the channels to. Navigate to Deploy > Channels> Add More>Webhook. The Webhook dialog will appear.
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Select your required app from the Webhook dialog.
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Copy the Bot client ID and Bot secret ID to use in the AI for Work platform to complete the integration.
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Under the Configured Channels section, click the <Name of the Bot> you have created and want to integrate with AI for Work. The channel you have created is now enabled. For more information, see Channel Enablement.
Note: You can create a new client app for your app by providing the JWT tokens generated using the Post URL and Access tokens available in the Add bot agents dialog in the Add Bot section.
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The Prompt Agent creation wizard will take you through the following steps:
Step 1: Details and Purpose¶
Provide a suitable and unique name for the agent and describe its purpose. Defining the agent’s purpose enables it to accurately recognize the agent’s capabilities and effectively utilize them to respond to user queries aligned with the specified intent. It is essential to clearly outline the specific use cases for which the agent is designed.
Step 2: Add Bot¶
The Add Bot feature enables seamless integration of a virtual assistant created on the Kore.ai platform with your system. To establish this connection, ensure that the webhook channel is enabled on the Kore.ai Virtual Assistant. Once activated, follow the integration steps to complete the process:
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In the Add Bot enter the following:
a. Post URL: This field is automatically populated with the necessary endpoint.
b. Access Token: This field is automatically populated with the necessary endpoint.
c. Webhook URL: Enter the URL obtained from the Bot Webhook dialog. For detailed information about webhooks, Learn more.
d. Bot client ID : Enter the client identifier retrieved from the Bot Webhook dialog.
e. Bot secret ID: Enter the secret identifier retrieved from the Bot Webhook dialog.
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Click Connect account to move to the next step.
Step 3: Preview¶
In the Preview section, a sample of queries is displayed. If necessary, you can click the + Add Query button to add any other queries. Click Continue to move to the next step.
Step 4: Publish Bot Agent¶
In the Publish section, you can publish the agent so the users can use it as required.
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Enter the Published version number.
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Select the option to Publish to either Admins, Selected users, or Everyone in the account.
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Enablement Type: Define how end users can enable or disable the agent from the agent store.
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Always Enabled: Users cannot disable the agent; it is always active.
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User's Choice: Users can choose whether to enable or disable the agent as needed
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The user can see this agent in the Agents list on the Agents page.
Note: On the Agents list page, you can click the three dots icon corresponding to the agent's name and publish the agent later if necessary.
Modify a Bot Agent Details¶
You can change the form if required.
To modify the agent, follow these steps:
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Navigate to the Agents list page and locate the agent you wish to modify.
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Click the three dots icon next to the agent’s name. A menu with the following options will appear:
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Edit – Open and modify the agent's details.
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Publish/Unpublish – Change the agent's status.
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Export Agent - The agent's data is packaged into a ZIP file for download, migration, or import into another system.
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Delete – Permanently remove the agent.
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Click on the required option and continue to complete the modifications as needed.
Agent Option¶
The agent options allow you to export, delete, and un-publish the agent.
User Interaction¶
Interacting with the Bot Agent is designed to simplify communication and task execution. Users can initiate a conversation by typing a command. The bot responds promptly, guiding users through the required steps. For example, if performing a task like a fund transfer, users simply need to engage with the bot by providing key details such as the client’s name, account information, and the transfer amount. Once the task is completed, the bot provides a confirmation or status update.
