# K-BOT Integration

### Overview: 

Users are now able to utilize knowledge bots from
 iX Hello Customer and Employee Facing screens.

### Prerequisites:

* **An iX Hello Account** For steps to [create an iX Hello account,](https://app.gitbook.com/o/-M8Qw0HjmL3rDRYUXBX0/s/-M8XHvUsfyTUFLvToHqD/general/ix-hello-create-account) follow the steps at
* Use this link to [Sign up for iX Hello platform](https://bots.ixhello.com/Account/Login?ReturnUrl=%2F).
* To create an APP using Quick Start App refer to [this](https://app.gitbook.com/o/-M8Qw0HjmL3rDRYUXBX0/s/-M8XHvUsfyTUFLvToHqD/general/rag-file-upload/file-upload-in-studio-mode-1/quick-start-apps)
* To create an App using Blueprint refer to [this](https://docs.ixhello.com/ixhc/blueprints/create-app-using-app-blueprints)
* To Access the K-BOT platform, users account should be setup on the respective K-Bot platform.

### **How to connect to K-BOT using iX Hello:**

To connect to K-BOT there are two different approaches,

#### Step 1: **Using the Blueprint**

Let's see how to create a K-BOT using the Blueprint.

**"App Blueprints"** section of the **ixHello platform**, where users can browse and select pre-configured templates to quickly build AI-powered applications.

Each blueprint includes a title, description, and options to view more details or create the app.

Now click on Create App on Knowledge Bot. This allows users to **quickly launch AI apps** using ready-made templates tailored for specific use cases.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FId7wRT5qREsBNgKN86t1%2Fimage.png?alt=media&#x26;token=b74a58b1-86e1-40a2-9851-480933a500d5" alt="" width="563"><figcaption></figcaption></figure>

Follow the rest of the steps as mentioned below.

#### Step 2: **Using the Quick Start Apps**

Let's see how we can create a K-BOT using QuickStart Apps:

In Detail to know about QuickStart App refer to this [document](https://docs.ixhello.com/ixhc/general/rag-file-upload/file-upload-in-studio-mode-1/quick-start-apps).

On the Home Screen, click on the Quick Start App Button.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FDM6YRGAu9qRcwOqZD4Ur%2Fimage.png?alt=media&#x26;token=ebb16180-720e-48f9-ae74-4384436aa314" alt="" width="563"><figcaption></figcaption></figure>

You will be navigated to Quick Start Apps screen and then click on "Add a New Assistant" button.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FSQa8DHm8yb8eFxKEGpTJ%2Fimage.png?alt=media&#x26;token=16dec4ff-c348-4a20-aa88-fe5e96d0e718" alt="" width="563"><figcaption></figcaption></figure>

You will see the Quick Start Apps Library, which helps you to create an app using ready to use AI apps.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FZpUyqlIQD6moCxb3FBep%2Fimage.png?alt=media&#x26;token=ec863072-5c13-455c-8b74-25107f9a988d" alt="" width="563"><figcaption></figcaption></figure>

Now using this ready to use app, you can easily create a K-Bot.&#x20;

1. &#x20;**Let's create a K-BOT using the ready to use AI apps by clicking on the K--BOT Create App button.**

Once clicked on the create app, you will need to fill in all the mandatory sections under, General Information and Knowledge Bot tabs.

* **General Information (Tab)**
* **Name:** Field where you specify the **name of your assistant**.
* **Description:** Field to describe the purpose of your assistant.
* **Welcome Message:** The **greeting message** shown to users when they first start interacting with the assistant.
* **Goodbye Message:** The **closing message** shown when the interaction ends.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FaTToIR2bh5Fzx5ytFr3a%2Fimage.png?alt=media&#x26;token=ef58f136-8305-4e35-a74c-13adf6ec41af" alt="" width="563"><figcaption></figcaption></figure>

2. When you click on the "Knowledge Bot" tab, you'll see a dropdown list of available bots.&#x20;

* **Knowledge Bot (Tab)**
* **Bot Names:** The available **Knowledge Bots** you can connect. You select one of these example apps to associate it with your app.
* **Click Save Button**

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FRcCGBXECkcz7GFpwzJEM%2Fimage.png?alt=media&#x26;token=5cb10bc0-7f76-4970-ac58-d18abbfad6a0" alt="" width="563"><figcaption></figcaption></figure>

3. If you do not want to use the existing K-Bot, **if you wish to create a new K-Bot, then click on Create Button.**

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FTOioTM9kiHnyGyzalm3C%2Fimage.png?alt=media&#x26;token=bb06669c-d3e4-4cf8-805d-92f58a18cf83" alt="" width="563"><figcaption></figcaption></figure>

4. When you click on create button, you will be navigated to K-Bot Login Screen, click "Login with Microsoft".

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FpxP0qTuuHHDKjT3oPlRY%2Fimage.png?alt=media&#x26;token=4d7bfb44-3de3-43e7-afee-d151ee0f5c21" alt="" width="563"><figcaption></figcaption></figure>

5. You need to provide your SSO ID to Login to K-Bot Creation Page.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FwKnPHn5y9CEGuuUNklXX%2Fimage.png?alt=media&#x26;token=272223b9-7f70-44fc-b9d1-603e7f235a43" alt="" width="563"><figcaption></figcaption></figure>

6. **On the Landing Screen, To Edit the Existing K-BOT**&#x20;
   1. **Click on the Pencil Icon** → Edit the bot’s details (name, description, settings, etc.).&#x20;
   2. Update the necessary Information and save, the screenshot below is self-explanatory

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2F058RqPTTX45Dvedw2BCN%2Fimage.png?alt=media&#x26;token=1a388267-ed4d-4df8-a36d-eeb736aa0fe9" alt="" width="393"><figcaption></figcaption></figure>

#### **Step 3: Create a New KBOT**

1. To Create a new K-BOT then click on "Add Knowledge Bot" follow the same steps as above, fill in all the necessary fields and click on save button.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FWWTagwbKQF1TTUDug9nK%2Fimage.png?alt=media&#x26;token=278a5c8a-39a5-4b2f-b35a-28ea7684e884" alt="" width="264"><figcaption></figcaption></figure>

2. The Training data which is added to the newly created bot are in the form of Document and the URL.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FvxVlCWyJMXu2TkAbzbtN%2Fimage.png?alt=media&#x26;token=99e0bd48-ce9d-4b98-8d40-30436c2c916e" alt=""><figcaption></figcaption></figure>

3. Once the DataSource's are added then the newly created bot will appear in the app list as shown below.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2F2uVq2FwzIIjDKwnP45DW%2Fimage.png?alt=media&#x26;token=90c24232-0853-43f4-9a81-f2e957d6de83" alt=""><figcaption></figcaption></figure>

4. **Now let's get into the iX Hello and see how we can configure the KBOT.**
   1. **In configuration screen** within the **"Knowledge Bot" tab** of a K-BOT application setup interface. You are in the process of **connecting a knowledge Bot** to your application using the platform **ixHello**. Choose the K-BOT which you have created in K-BOT platform.
   2. Click Save.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FBlR2D7Op15ZuzKP4NXFa%2Fimage.png?alt=media&#x26;token=d423cb05-cbce-4f37-8f98-9f566af8aca5" alt="" width="563"><figcaption></figcaption></figure>

5. Once saved, the app will appear in the section of the **Quick Start Apps** interface, specifically under **"My Assistants"**, where users can manage and activate different types of interactions for a selected assistant.
6. Click on **"Activate"** button, allowing you to enable that specific channel:
   1. **Webchat**: For browser-based conversational interaction.
   2. **Digital Human**: Likely a visual avatar or human-like interface.
   3. **Call/Text**: For voice or SMS-based communication.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FV9O2hxXXtf3K9XBqYMub%2Fimage.png?alt=media&#x26;token=66930976-565d-4b73-999a-df841017322b" alt="" width="563"><figcaption></figcaption></figure>

7. This interface is designed to let you quickly deploy and manage AI assistants across multiple channels.
8. Now let's go-ahead and Converse with then K-BOT which we created.

{% hint style="info" %}
The Bot from iX Hello will interact with the K-BOT which is created on the K-BOT interface and get the response based on the Knowledge base available on the K-BOT interface.
{% endhint %}

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FX15XkXRdGA0f1lJ88A7W%2Fimage.png?alt=media&#x26;token=c242e593-80db-4323-a8ec-60ade2084f21" alt="" width="375"><figcaption></figcaption></figure>

9. The bot has used the knowledge from the K-Base to answer the query:
   1. Sample Training Data:

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FswanMfzJBG1uBLAVK1Bw%2Fimage.png?alt=media&#x26;token=2d3efa17-7116-467f-96a0-df9d567fc3c1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FtV6Q1uFB10DK0uDHIQgE%2Fimage.png?alt=media&#x26;token=df1eab6b-c97f-4fe3-952f-92a473ee56c2" alt="" width="375"><figcaption></figcaption></figure>

10. In the above the response the bot has used the URL provided -
    1. <https://www.concentrix.com/> and [
       ](https://www.concentrix.com/about/)
    2. <https://www.concentrix.com/about/>

### **Step 4: Access the bot in** iX Hello Employee

To enable to bot to access in iX Hello Employee, need to follow the below mentioned simple steps:

1. The Bot, which was created earlier using quick start app, the same app will also be visible in the custom apps.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2FEKoDIvPABXlsxNQXGclz%2Fimage.png?alt=media&#x26;token=5a014b83-8c9a-49ba-a135-71c80aed23a3" alt=""><figcaption></figcaption></figure>

2. Select “**Publish**” in the top menu tabs then click “**Add App Publishing**”. Then add the below details:

| External Skill Name | Demo K-Bot                                                                                                                                                                                                                                                                |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| App Description     | You are a concise and focused assistant, providing accurate information based solely on the provided Content files from Document attached and the URLs provided. Aim to deliver clear and relevant answers to your queries from Content files from Document and the URLs. |
| Skill Type          | Search                                                                                                                                                                                                                                                                    |
| Channel             | Gen AI                                                                                                                                                                                                                                                                    |
| Toggle Button       | Enable the API-Access toggle button                                                                                                                                                                                                                                       |

3. Click Save.
4. To update settings for an existing flow, click the **more icon** **button** and select **Settings** from the dropdown.
5. If you want to see this custom app in the Basic mode: **Enable** the **Show this app in the Basic Mode** toggle button.
6. **Optional**: Replace all placeholder values in all “Message”. Uncheck all the settings shown in the second image below.

<figure><img src="https://1107164708-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M8XHvUsfyTUFLvToHqD%2Fuploads%2F005x2t2WdrsnzBPT2xKD%2Fimage.png?alt=media&#x26;token=f89cc649-235c-482a-bf4b-bcc74e0a69f3" alt=""><figcaption></figcaption></figure>

Once your K-Bot is created and configured, it’s ready to deliver intelligent, context-aware responses across multiple channels. With flexible PII redaction, customizable knowledge sources, and seamless integration options, your K-Bot is now equipped to enhance user engagement and streamline information delivery.

After enabling API access, users can interact with the bot via the iX Hello Employee platform. Refer to this [document](https://app.gitbook.com/o/-M8Qw0HjmL3rDRYUXBX0/s/l2dmTEKSqnEOjqqng3nd/~/changes/176/integration/k-bot-integration) for understanding bot interactions.