What is our primary use case?
We created a chatbot using Kore.ai that integrates the AI services it allows. For the travel insurance system, I created a chatbot where we read insurance policies using our AI system that we integrated into it, or we recommend insurance options. This serves as a user interface where people can type their questions to the chatbot, such as their age, income, or the type of insurance they want, including travel, car, or health insurance. The main focus we explored was reading insurance policies and providing AI suggestions on what users can do with these insurance policies. It simplifies how people read insurance policies by allowing them to upload it to our chatbot, and Kore.ai processes it in such a way that it prompts questions such as "Give me a question that would define how much money you can get from your insurance when you get into an accident or about life insurance." It tells users which part of the document pertains to how much they can receive and other factors. Users can also summarize the document as a whole, including the provider, details, and other specialized features that Kore.ai offers for insurance options.
What is most valuable?
Kore.ai positively impacted our organization through integration with Power BI for reporting, such as user numbers and automation. We observed how it integrated with our data analyst side, allowing us to automate reports. Kore.ai's main benefit was identifying the chatbot's potential to integrate into our processes and help us land more projects in the future. Although our industry has not extensively adopted it yet, it provided a clear pitch of how it could enhance operations, helping users navigate without relying on outdated documentation, providing summaries, and interactive queries.
Kore.ai was straightforward once we got to know it. Since it was new technology for us at the time, it took some learning because our team of four did not have any experience initially with Kore.ai. We only had experience with Microsoft Copilot chatbot or something similar. The first time we experienced this, it was great because the interface was drag and drop, and we could review the documentation. There was a learning curve, but it took us about a week to get started, and then we proceeded to create systems that read insurance policies using Kore.ai's AI system. By the second week, we were also recommending to our customers how they would approach their existing or non-existing insurance policies. Kore.ai helped us integrate a lot through documentation and trial and error, making it straightforward to integrate overall, resulting in a very good experience for first-timers.
Something that stood out to me was Kore.ai helping us integrate many other applications. The bot builder showed a similar feature with API integrations, proving we are not limited to interacting solely within the application. We can use API calls during development, integrating our API with OpenAI ChatGPT LLM. For example, we utilized a post request to send data to Power BI and sent emails to test the user experience for the chatbot's logs. There is much we can do with API definitions, allowing us to define several APIs that process information for us. I enjoy developing with Kore.ai because it enables integration with many tools.
We did extra investigation on Kore.ai's bot builder. One standout feature includes digital forms, digital views, and the task definition. We created around six tasks, including reading the document itself, which is straightforward. The dialogue tasks can be called from the APIs from the bot's interface. We refined tasks such as recommending travel insurance by diving into them with an intuitive drag and drop interface that provides excellent visibility into the flow. We also tried knowledge AI, which is beneficial for answering user queries although it was not the main focus of our project. We leveraged many features of Kore.ai, including natural language processing, and even though we ended up using an external API, it has good integration potential, especially with generative AI and LLMs facilitating various integrations.
Another feature I found valuable was the deployment channels we used, such as the web client. We integrated it directly into a website, which was significant help. We plugged in the URL and HTML code, managing domain access through whitelisting. It worked exceptionally well, and I was impressed by how easy it was to integrate the chatbot into our services. I have high expectations if we integrate it into platforms such as Telegram or Instagram, and I genuinely enjoyed setting up the web and mobile client.
What needs improvement?
I see opportunities for improvement, especially regarding integrations. It is positive that there are many channels, including Facebook Messenger and enterprise platforms such as Zoom or Slack, yet I think more could be done in chatbot deployment integrations. I am looking for further advancements between generative AI structures, allowing different LLMs to be utilized, and enhancing the intuitive interface. I believe an interface showing a sub-workflow could be valuable, as cluttered screens may hinder usability in complex industry flows, allowing a dialogue within a dialogue feature.
Regarding documentation, I believe it is sufficient, although there is space to improve the interface's appearance. Kore.ai's bot builder presents a vast white screen with build and deploy options, while the cluttered sidebar can be overwhelming upon expansion. Enhancements in presenting facts and utilizing white space would significantly improve user navigation.
The two points I deduct relate to the integrations, which were not as extensive as I initially expected. However, integrating using API calls in the bot builder is positive, and there is a need for better compatibility with other integrations. For instance, the knowledge base limits the capability if using an external LLM or vector database. While there is a small talk feature, it feels more gimmicky, focusing on predetermined responses rather than providing genuine chatbot interaction.
For how long have I used the solution?
I have been using Kore.ai for only a few months at our organization. This was a feasibility project in which we were supposed to deploy our product. Our project at that time was a travel insurance system, and we had been developing the system for about half a year. We showed our product for evaluation to stakeholders.
What do I think about the stability of the solution?
Kore.ai shows impressive uptime, and we have not encountered any downtime during development. All four of us can access the development environment without issues, contributing to an overall great experience.
What do I think about the scalability of the solution?
This is not a robust part of our production systems yet, but during our trials, we operate on the public cloud. We presented our proof of concept to stakeholders to demonstrate its potential. They are now discussing how to transition it to a private setup, but I am not privy to those details.
How are customer service and support?
We have not reached out to customer support since we have not experienced any problems, which indicates good reliability.
Which solution did I use previously and why did I switch?
Before choosing Kore.ai, we used Microsoft Copilot's chatbot, a virtual agent, among other options such as Azure AI Studio, as we have Microsoft integrations. We wanted to explore Kore.ai due to its intuitive use, clean interface, and great integration potential. After presenting Kore.ai, our higher-ups were pleased and are exploring integration, as we faced few issues with Microsoft's Copilot agents, but their lack of AI-interactive responses did not meet our needs, making Kore.ai a significant upgrade.
How was the initial setup?
Kore.ai's bot builder is hosted on its own self-service SaaS platform. It is not dependent on any public cloud provider; we navigate inside the bot builder and deploy using their software, which handles all user interface matters. To deploy the bot on the web client, we went directly to the Deploy tab, configured our whitelisting for the website, and it functioned perfectly without needing to privatize our infrastructure.
What other advice do I have?
This setup is not currently part of our production, so I can only relay feedback from our higher-ups regarding Kore.ai's potential to replace Microsoft's agents. They are looking into integration possibilities, so while I do not have specific numbers, the general sentiment is positive, suggesting substantial future investment.
My advice for potential Kore.ai users is to thoroughly read the documentation and follow tutorials while exploring the environment. It is an excellent tool for integrating chatbots into systems and has an intuitive interface that is easy to navigate, boasting high potential for usage in larger companies. I would rate this product an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.