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, follow the steps at

• Use this link to Sign up for iX Hello platform.

• To create an APP using Quick Start App refer to this

• To create an App using Blueprint refer to this

• 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.

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.

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

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

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

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

1. 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.

1. When you click on the "Knowledge Bot" tab, you'll see a dropdown list of available bots.

• 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

1. 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.

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

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

1. On the Landing Screen, To Edit the Existing K-BOT

   1. Click on the Pencil Icon → Edit the bot’s details (name, description, settings, etc.).

   2. Update the necessary Information and save, the screenshot below is self-explanatory

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.

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

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

1. 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.

1. 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.

2. 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.

1. This interface is designed to let you quickly deploy and manage AI assistants across multiple channels.

2. Now let's go-ahead and Converse with then K-BOT which we created.

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.

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

   1. Sample Training Data:

1. In the above the response the bot has used the URL provided -

   1. https://www.concentrix.com/ and

   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.

1. 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

1. Click Save.

2. To update settings for an existing flow, click the more icon button and select Settings from the dropdown.

3. If you want to see this custom app in the Basic mode: Enable the Show this app in the Basic Mode toggle button.

4. Optional: Replace all placeholder values in all “Message”. Uncheck all the settings shown in the second image below.

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 for understanding bot interactions.