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Initial setup

Initial setup

The Virtual agent for IT Service Desk application allows you to connect to Konverso Kbot for Snow virtual agent. This page describes how to purchase, install, and configure the virtual agent in your environment.

 

Virtual agent and ServiceNow application

Konverso Kbot for Snow virtual agent makes it easier for users to work in a ServiceNow environment. To enable this assistant, you install and configure Virtual agent for IT Service Desk, a ServiceNow application.

Eventually, users are able to search for information, log issues and quickly manage requests without having to switch between windows. Also, they do not need to switch between windows, as the ServiceNow functionalities become available in the chat.

  • Konverso Kbot for Snow virtual agent offers the functionalities of the IT Service Desk.

  • Virtual agent for IT Service Desk connects the virtual assistant and improves the ServiceNow customer experience.

First steps

To get started with your Virtual agent for IT Service Desk:

  1. Purchase Virtual Agent for IT Service Desk from the ServiceNow store.

  2. Install your new product in ServiceNow to make it available on your instance. To learn how to do it, please, study the ServiceNow instructions.

  3. Configure your Virtual agent for IT Service Desk.

To help you with the configuration process, we have prepared the Guided setup (which is the part of ServiceNow), and the Wiki (help pages on the additional configuration).

Connection details

To connect your bot to ServiceNow, you will need to provide the following connection details:

  • the URL of a ServiceNow environment;

  • A service account with a password. This account must have the permissions of the ITIL level. You can set this account to have only API access if you want.

  • The suffix of the ServiceNow portal (for example, http://abc.service-now.com/sp)

  • For the ServiceNow OAuth2 authentication protocol:

    • the client ID

    • the client secret

ServiceNow applications prerequisites

You need to ensure that the following ServiceNow applications are installed in your environment:

  • Glide Virtual Agent Lite

  • Conversational Custom Chat Integration

  • Agent Chat

For the Live Agent Transfer, it will be required for you to have AWA setup and at least one queue available for testing.

Guided setup

We tried to explain the initial setup procedure in details in the Guided Setup for Konverso Kbot. Please, open this installation wizard in your ServiceNow environment and follow the steps. It describes the following:

  • Granting permissions;

  • Connecting to the Konverso Kbot for Snow virtual agent;

  • Configuring the OAuth 2.0 authorization;

  • Adding the widget to your portal: either globally, or for a specific page; 

  • Customizing the widget, so it fits your organization's style.

Additional configuration

Once you have finished the Guided Setup tour, you can set up the portal link, enable live chat functionalities, fine-tune the knowledge base search, configure the ITSM solution, and much more.

To learn more about these steps, explore the following pages:

Debug

When interacting with ServiceNow, the Virtual agent for IT Service Desk application logs key events. It can also add this information into the syslog table. To enable these debug messages, you must set up the debug accordingly. To do so, go to Virtual agent for IT Service Desk > Debug and select the Yes checkbox.

The source of the Virtual agent for IT Service Desk application messages is x_konver_kbot_test.

 

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