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DevOps are the specialists who set up and configure the chatbot.

Authentication

You can use Azure Active Directory O365 accounts or Google G-Suite accounts to authenticate in the system.

Configure the authentication accordingly following the instructions defined in: 

  • For Azure Active Directory, see the instructions LINK.

  • For Google G-Suite, see the instructions LINK.

Once the configuration is finished, you get a login prompt that allows you to use your usual enterprise credentials.

If your company is using a different authentication scheme, contact us.

ServiceNow

Connect to your ServiceNow instance

You must configure Kbot properly to establish a connect with ServiceNow. Once it is done, the following becomes available:

  • Trouble ticketing functionalities

  • Searching in knowledge bases

This task is an administrator’s area of responsibility. Learn more about this role and the connection procedure on the Tenant administrator page.

Map users

If the user name of the authentication system is identical to the user name inside ServiceNow, skip this section.

If the naming convention of your ServiceNow users differs from the user name defined in your authentication system, it is required to map them. Use a python script that defines the mapping rule. Contact us, so we can help you deal with it.

Microsoft Teams

You can integrate Kbot into Microsoft Teams. Once it is done, users will be able to communicate with Kbot in Teams.

To install the Kbot app you must have proper MS Teams permissions. If you do not have them, you can add Kbot as a website tab. See the instruction below.

  1. Download the archive with the app: msteamsapp_Kbot.zip.

  2. Open Microsoft Teams.

  3. Click Apps in the bottom left of the window.

  4. Select Upload a custom app from the menu on the left side of the window.

  5. Select the downloaded archive and click Open. The installation dialog opens.

  6. You can add the chatbot for yourself (and use it from the Chat menu) or for a team (and use it from the Teams menu). Click Add to add the chatbot to the Chat; to enable Kbot for a team, click the arrow of the Add button and select an alternative option. In the sample below we are adding the bot for a team.

  7. Select the required channel to make Kbot available for the team. You can also select whether Kbot should be set as a bot (communicate with the bot from the Chat menu usage) or as a tab (communicate with the bot in the team's tab). 

  8. Configure the tab for your team by clicking Set up in the Tab string. 

  9. Select the permission configuration from the dialog and click Save

  10. The new tab in the team is opened. The system suggests signing in with the defined provider. Now users can log in and start communicating with Kbot.

Add Kbot as a website

If you do not have the permissions for installing application in MS Teams, add Kbot as a website tab.

  1. Open your team tab. 

  2. Click Add a tab at the top of the window. Select the Website tab. 

  3. Type the name for your new tab and specify the provider in the URL as follows: https://o365.konverso.ai/oauth2/<provider>/chat/ and click Save.
    There are two providers that you can use: 

    • azure: Sign in and retrieval of the basic profile data.

    • azure_with_perms: Sign in with additional access to calendar, contacts, files, etc.      

  4. Now users can open the tab, log in, and start communicating.

Connect to your ServiceNow instance

You must configure Kbot properly to establish a connect with ServiceNow. Once it is done, the following becomes available:

  • Trouble ticketing functionalities

  • Searching in knowledge bases

This task is an administrator’s area of responsibility. Learn more about this role and the connection procedure on the Tenant administrator page.

Define your authentication system

You can use Azure Active Directory O365 accounts or Google G-Suite accounts to authenticate in the system.

Configure the authentication accordingly following the instructions defined in: 

  • For Azure Active Directory, see the instructions LINK.

  • For Google G-Suite, see the instructions LINK.

Once the configuration is finished, you get a login prompt that allows you to use your usual enterprise credentials.

If your company is using a different authentication scheme, contact us.

Map users

If the user name of the authentication system is identical to the user name inside ServiceNow, skip this section.

If the naming convention of your ServiceNow users differs from the user name defined in your authentication system, it is required to map them. Use a python script that defines the mapping rule. Contact us, so we can help you deal with it.

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