Accessing AI for Service (XO)

AI for Service (XO) is an AI-powered, end-to-end experience optimization Platform for enterprises of any scale to offer best-in-class conversational experiences for customers, employees, and agents.

It offers a comprehensive suite of products, features, and services to help businesses leverage conversational AI intelligence and generative AI innovations.

Supported Browsers

Use the latest version of Google Chrome, Microsoft Edge, Apple Safari, or Mozilla Firefox. Microsoft Internet Explorer mode in Microsoft Edge isn't supported.

Access and Account Setup

AI for Service is available in multiple regions. Click the URL to visit your region-specific login page.

• USA: https://platform.kore.ai
• Europe (London): https://eu-platform.kore.ai
• Europe (Frankfurt): https://de-platform.kore.ai
• Australia (APAC - Sydney): https://au-platform.kore.ai
• Japan (APAC - Tokyo): https://jp-platform.kore.ai
• India: https://ind-platform.kore.ai
• UAE: https://uae-platform.kore.ai

Note

The USA URL is used as an example throughout the documentation. Replace it with the region-specific URL as appropriate.

You can sign up for AI for Service in the following ways:

• Create a new account: You can sign up for the Platform using your email address. You can sign up to create a personal account or even take the lead in setting up your enterprise’s account. After you sign up for the account, you automatically become the account’s Admin, which lets you invite other users to the account.

• Join an existing enterprise account: If your enterprise is using the Platform, you can become a part of the account in one of the following ways:

  • Your enterprise account's Apps Admin sends you an invite via email. If you haven’t received the invitation email, reach out to them for access.
  • You can sign up using your enterprise email. When prompted to join, select the enterprise network option.

Important Points

• AI for Service offers two types of workspaces or accounts:
  • Standard Workspace: Every new workspace is created as a Standard Workspace by default.
  • Enterprise Workspace: A Standard Workspace can be upgraded to an Enterprise Workspace by a company representative.
• The words workspaces and accounts are interchangeably used.
• A workspace can have one or more apps.
• An app within a workspace can be shared with one or more users.
• A user can be part of one or more apps.
• A user can be part of one or more workspaces.
• You can start a trial of Automation AI or Contact Center AI to create an app. To try the other products, contact us.

New Account Sign-up

To sign up for a new account on the Platform, follow these steps:

1. Visit the Homepage.

2. On the sign up page, enter your work email ID in the Email ID field.

   Note

   If the email address is already registered, the Platform prompts you to sign in and to enter the password.

3. Enter the required details to create the account and select Sign up.
   

   Note

   The account you create is identified by the email domain. When you invite other users to the account, the email includes this name.

4. To complete the set up, you receive a verification code on your email address.

   

5. Enter the verification code and select Verify.

Note

The Platform sends reminder emails with the verification code to the users who have not completed the sign up. The emails are sent to the email id provided by you during sign up, at periodic intervals. A new verification code is sent after the old code expires. If the verification code expires or is invalid, the system displays a message to you, to request a new code to complete the verification process.

Alternatively, you can sign up to the Platform using the Google or Microsoft Office.

Note

The Platform uses SAML-based authentication for completing the sign up and sign in flows.

After you sign up, the UI guides you through the onboarding process to create your first app.

Sign in to the Platform

The Platform lets you to sign in to your account using your registered email ID and password.

With Single Sign-on (SSO), you can sign in securely (after authentication) by using only one set of credentials. The Platform offers an additional layer of security beyond username and password during account sign-in with two-factor authentication (2FA). Enabling 2FA prompts for a security code verification after you’ve entered your username and password.

AI for Service Landing Page

After you sign in, the landing page loads. From this page you can access the following product offerings:

• Apps and Related Options: Lists of all the available apps. You can filter pinned app, shared app, or your apps.
• Data: Define Data Tables, Table Views, and manipulate them from your agents and Process Apps. It helps you attend to your data needs, without depending on external services.
• Invite Users: You can invite members to collaborate on the app creation journey.
• Help: Find useful resources and support methods to help you develop your app.
• Account Switcher: If you are part of more than one organization, you can switch between the orgs.
• Profile: Your profile details, set the Platform’s language and log out options.
• New App: Create an app or import an app.

Invite Users to your App from the Apps Admin portal

Account administrators can add other enterprise users to the App account by inviting them from the Apps Admin portal.

To invite users to your account, follow these steps:

1. Sign in to the Apps Admin portal, at https://platform.kore.ai/admin.

   

2. On the left pane, select Enrollment > Invite.

   

3. Enter the email IDs of the users whom you want to invite.

4. Select Send Invitations, so that the users receive an email invite.

   

   Note

   You can choose to invite one user or multiple users.

5. When the invited user accepts the invitation, they're redirected to the Sign-up page.

   • If the user is new to the Platform, they need to enter the required details to complete the registration. See New Account Sign-up to know more.

   • If the user has an account on the Platform, it prompts the user to provide their existing credentials to sign in.

Note

Upon joining your account, a user can only access agents in your account. Users can't build agents for this account.

Give Access to the Platform

After you receive an invite to an account, the administrator can enable the Platform access to these users. To give Platform access to an account user, follow these steps:

1. Sign in to the Apps Admin portal at https://platform.kore.ai/admin.

2. On the left pane, select User Management > Users.

3. On the Manage Users UI, select the users to whom you want to grant access.

   

4. From the Actions drop-down list, select XO Platform and select Apply.

Note

The Platform access provided for an account gives permission to build and manage apps only in that account.

Using Workspace

Workspaces are a way to organize people productively, while everyone is part of your wider team of AI Agent developers. When setting your account, if you choose to use SSO, then the Platform creates workspaces.

Team members can join one or multiple Workspaces, or they can create their own. It’s easy to browse Workspaces within the same organization and to switch between them. Here is how it works.

Some common scenarios where you can join or sign up to a workspace include the following:

• If a user invites you to join their workspace.
• If your enterprise administrator adds you to your enterprise workspace through SSO or API.
• If you use a business email address to sign up, you can join any other workspace that matches your email domain. In such cases, the system only creates a User identity for you and adds you to the selected workspace.
• If you sign up using Single Sign-On (SSO) options like Google Workspace or Microsoft Office 365, the Platform uses your email domain as the Workspace name. For example, if your email address is john.doe@example.com, the Platform creates your workspace as example.com. You can change the Workspace name from the Profile menu.
• If you sign up using the email address verification option, you can define your workspace name during sign up.
• If you are the first user of a workspace, that is, if you have created the workspace, you become the Workspace Owner. The workspace’s unique identifier is the email address of its owner.
• Use the 'Invite Team' option to invite more users. You can also invite users to a specific assistant. A user can be part of multiple workspaces.

Join a Workspace

Before setting up your Workspace, sign up on the Platform.

If your email domain matches an existing Workspace within the Platform, then it means that your organization is working on projects you may want to join. The Platform lists matching Workspaces and you can Request Access to them when you sign up. If you are part of a team, but you aren't managing it, then this is the recommended way to proceed.

Create Your Workspace

If you are managing a team, as part of your organization’s AI agent development projects, then you may want to create your own Workspace. You can do so by choosing Create New, rather than requesting access to an existing Workspace.

To create your Workspace, provide a Name, and invite the first members by entering their email addresses. After accepting your invitation, invitees get access to your Workspace.

Invite Members to your Workspace

After creating the Workspace, Administrators can invite new members to their workspace.

Steps to invite users:

1. Select the Invite option from the top navigation menu on the Platform Landing Page.
   

2. Provide the user's email address you want to invite and press enter. You can either invite individual users or multiple users.
   

3. Select Invite. The invited users receive an invitation email.

4. When the invited user accepts the invitation, they can access the workspace.

Note

By default, the Invite Members option at the Builder level is visible for the admins with the ‘Master Admin’ role. For admins with custom administrator roles, the Invite permission must be enabled in the role management.

Switch Workspaces

Team members can switch workspaces, using the switcher in the upper-right corner.

Browse Workspaces

Team members can also Browse Workspaces to see those that are active within your organization and to which access can be requested. This option lists Workspaces based on the email domain.

Inviting Users to a Specific App in your Workspace

App owners can invite users to a specific app.

Steps to invite users:

1. Sign in to the Platform Homepage.

2. The Platform Landing Page lists the apps that are available in your workspace. Select the plus icon (+) in an app to invite users to it.

3. Provide the email address, name, and role of the user you want to invite.
   

4. You can either invite individual Users or Groups.

5. Select Share Invite. Invited user receives an invitation email.
6. When the invited user accepts the invitation, they can access the specific app.

Related Link

• Accounts or Workspaces

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