Kbot is designed to leverage your Snow environment configuration. We do not aim at duplicating information that is defined in Snow.
To get the best experience, we recommend you set up the following:
Snow Authentication
Leverage the Snow OAuth2 authentication: this will guarantee that users are authenticated using the same principles as Snow.
To allow Kbot to propose Snow authentication to users, you need to register it:
Create a Provided inside Snow
Configure the provider in Snow,
add the URL of the bot as a callback, typically something like.
https://yourcompany.konverso.ai
Collect the following information:
client id
client secret
Portal Link
The bot will propose Portal links to the users. The bot needs to know which portal you are using.
Retrieve the sys_id
of your portal from the Portal view, and set it in the following configuration:
snow_portal_sys_id = f1226637dbed8b0014c99ee3db9619f1
The bot will use the Knowledge base configured in the portal by default, but you could force it to use a different KB with a setting such as:
snow_kb_sys_id = 15c9c81cdbe9cf00e386f3731d96195d
Class to Page Mapping
The portal may define special ‘page’ for displaying particular types of ServiceNow objects.
The mapping is defined in the configuration variable snow_sys_class_name_to_page
in the format <sys_class_name>:<page_name>[,<sys_class_name>:<page_name>]*
For example
snow_sys_class_name_to_page = pc_hardware_cat_item:device, kb_knowledge:kb_article, sc_cat_item_guide:sc_cat_item_guide, incident:incident, sc_req_item:request_item, change_request:change, dmn_demand:demand, *:sc_cat_item
Note how you can use a wildcard * to define the fallback page.
Service account setup
In general, everything will be done using the user token. However, there may be situations where the bot may need to invoke a request on an object that is not accessible to the user. A example of such situation could be the access to the Operator Queue for the Live Chat.
ticket_user = myuser@mycompany.com
ticket_password = KDSJFK287332sjd
Live Chat
To enable the live chat, you need to define which Queue you plan on using. This can be done with a setup such as:
snow_chat_queue = d34cc972db798bc014c99ee3db961980
Then you need to define a few triggers. The code for these will be sent to you. Please post a request to contact@konverso.ai
Portal Widget
We recommend adding Kbot as a widget inside the Snow portal. This can be done easily.
Create an Application inside Kbot for your new view, call it for example ServiceNow and only enable Snow OAuth2 there
Create a Widget inside Kbot, setup the display parameters to fit your needs
Copy the Widget code inside the Portal
Users will be prompted once for authentication, then their authentication token will automatically refresh.