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Adding the Email Channel

When you add the email channel to your VA, the XO Platform automatically generates the email address for end users to communicate with your assistant. By default, the email address syntax is < bot name >@bots.kore.com.

For example, customer-support@bots.kore.com Optionally, you can add a custom name, such as my-bot@bots.kore.com.

Note

A maximum of 5000 characters are allowed for the email channel. This character limit is configurable for on-premise installation.

By adding the email channel to your VA, end users can interact with it using any standard email client, such as Microsoft Outlook or Yahoo.

Configure a Custom Display Name

Developers can now define custom display names for configured email addresses with the optional Display Name field.

Providing the display name ensures that the name linked to the sender’s email address is visible to the end user in the sender’s email profile.

An example of how a display name, when provided, appears to the end user is given below:
email display name sample configuration

For more details, please refer to Step 3 in the next section.

When Display Name is not provided, the email profiles appear with the sender’s name linked to the email address and the text “Bot (via Kore)” to the end user.
banking support sample display name

Steps to Add the Email Channel

  1. On the UX Platform, go to Channels & Flows > Channels > Digital > All > Email on the left navigation menu.

  2. In the Email window, change the first portion of the address set to the VA name (default value) for Email to this bot can be sent to the below email address.
    email field

  3. (Optional) Enter the value for Display Name to customize how the configured email address will appear to the end user.

    Note

    A maximum of 30 characters are allowed for the display name, including special characters, numbers, and spaces.

    add display name

  1. Choose whether you want to send a contact card to all users as a part of the introduction message under Send contact card (.VCF). send contact card
  2. Under the Enable Channel section, select Yes to enable the channel. enable email channel
  3. (Optional) Turn on the Email Template Design (Optional) toggle to configure the header and footer of the emails that are sent via the configured email address, and do the following:
  • Click Edit Header and Edit Footer to configure the header and footer details. email template design enable
  • In the Edit window, change the header and footer details, and click Preview to see the changes. change header and footer
  • Click Save. Click Save
  1. In the Email window, click Save. The Channel added successfully message is displayed. email template design header and footer

After enabling the channel and verifying all the configurations, you can optionally publish the assistant for the new channel. Learn more about Publishing your Virtual Assistant.

To learn more about working with Channels within the Kore.ai XO Platform, please see Channel Enablement.