Configuring the Asana Action

The Kore.ai XO Platform lets you easily connect with your Asana instance to find information regarding projects, users, and tasks. Learn more about Asana.

This document explains how to authorize and enable the Asana action and install the pre-built templates.

Authorizations Supported

The Kore.ai XO Platform supports basic authentication to allow Asana integration to exchange data. For more information, read the Bot Authorization Overview article.

The Kore.ai XO Platform supports the following authorization types for the Asana integration:

• Pre-Authorize the Integration – To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.
• Allow Users to Authorize the Integration – This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai’s Asana app to access an access token at runtime. To learn more about Asana, see Asana Documentation.

Enable the Asana Action

Prerequisites:

Before enabling the Asana action, complete the following prerequisites:

• If you don’t have Asana account credentials, create an account in the Asana Developer console and note down the login credentials. See Asana Documentation for more information.
• Create a custom app on the Asana admin page.
• Copy your Asana account’s personal access token and keep it for future use.

Pre-authorize the Integration

Basic Auth

You can authorize the integration using your credentials. The developer authorization lets you authorize the integration with the preconfigured Kore.ai app with the Basic Auth option.

Steps to authorize an Asana action using developer credentials:

1. Go to App Settings > Integrations > Actions.

2. Select the Asana from the list of Available actions.

3. In the Configurations dialog, select the Authorization tab.

4. Enter the following details:

   1. Authorization Type – Select the Pre-authorize the Integration option, and then select the Basic Auth option.
      

   2. Personal Access Token – Enter the access token of your Asana account.
      

5. Click Save. When you configure the action for the first time, the Integration Successful pop-up is displayed.
   

   Note

   The Asana action is moved from Available to Configured region.

6. You can also click the Skip for Now button to install the Dialog Task templates later. To learn how to use action templates, read the Using the Asana Action Templates article.
   

Allow End Users to Authorize

You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai’s Asana app to access an access token at runtime. You can also use the basic auth profile to let a user configure the integration at runtime.

Steps to authorize an Asana action at a user level:

1. Go to App Settings > Integrations > Actions and select the Asana action.
2. In the Configurations dialog, select the Authorization tab.

3. Enter the following details:

   1. Authorization Type – Select the Allow Users to Authorize the Integration option, and then select the Basic Auth option.

   2. Create your authorization profile to obtain an access token and use it to complete integration without using Kore.ai’s Asana app for authorization. To create a profile, click the Select Authorization drop-down and select the Create New option.
      

   3. Select the type of authorization mechanism. For example, select the API Key option. To create Basic Auth profiles, see Bot Authorization Overview.
      

   4. Enter the following authentication credentials for the Basic Auth mechanism:

      1. Name – Enter the name for the Basic Auth profile.
      2. Select Yes; some tasks will have tenancy URLs, and the user must provide the URLs to authenticate successfully.
      3. Base URL – Enter the base tenant URL for the Asana instance.
      4. Authorization Check URL – Enter the authorization check URL for your Asana instance.

      5. Description – Enter the description of the basic authentication profile.
         

      6. Click Save Auth to save the authorization profile.

      7. Select the new Authorization Profile, which you created to complete integration.

   5. Click Save. When you configure the action for the first time, the Integration Successful pop-up is displayed.

Step 2: Install the Asana Action Templates

Once you have configured the Asana integration, you can explore and install action templates.

Steps to install action templates:

1. On the Integration Successful dialog, click the Explore Templates button to view the templates.
   

2. In the Integration Templates dialog, click the Install button for a template to begin the installation.
   

3. Once the template is installed, the associated dialog task is auto-created and displayed on the Dialogs page. Click Go to Dialog or go to Automation AI > Virtual Assistant > Use Cases > Dialogs.

4. To start using the templates, see Using Asana Templates.