About the Kore Enterprise Admin Console

The Kore.ai Enterprise Admin Console is a one-stop destination to enroll and manage Kore.ai Messenger users in your organization. Now that you have signed up for a Kore.ai account and validated domain ownership, you can now log on as the Enterprise Admin.

As an Enterprise Admin, you can enroll users, selectively add users as managed users, and use the revolutionary Kore.ai message control policy features. You can use eDiscovery and message retention to enable search, archival, and easy access to messages exchanged between Kore.ai Messenger users. You can also set up team, and in each team, create one or more rooms. Additional features such as Single Sign-On ensures that Kore.ai is a secure messaging platform. The following illustration is an example of the Enterprise Admin Console with the Users & Teams module displayed.

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Getting Started with Kore.ai Enterprise Admin Console

To use the Enterprise Admin Console, you must first enroll in Kore.ai as an Enterprise Admin, and then verify your domain. After domain verification, all modules in the Enterprise Admin Console are available. For more information, see Getting Started for Enterprise Admins.

The first time you open the Enterprise Admin Console after a successful domain verification, the Dashboard page is displayed as shown in the following illustration.

There probably isn't any data for your domain just yet, but don't worry, it won't take long and you will soon be greeted by a visual dashboard of your Kore.ai usage when you log on. Even if the dashboard is not yet populated with data, all of the modules on the left navigation page are still available

What Should I Do First???

You can get started using the Enterprise Admin Console by inviting users to join and enroll in your Kore.ai domain. The following table describes the Enterprise Admin modules you will need to start setting up an enterprise domain for Kore.ai.

Enrollment Module Users & Teams Module

As the Enterprise Admin or admin user, you can use the Enrollment module to enroll your organizational employees to become Kore.ai Messenger users in your domain. How you enroll your domain members depends on the number of domain members that you want to enroll, and if you have additional user data to import, such as addresses and telephone numbers.

Additionally, you can integrate and sync with your organizational employee directory. Periodic syncs ensure that Kore.ai accounts for users are up-to-date and in sync with your organizational directory using either the Kore.ai cloud-based connector or the Kore.ai Director Agent.

For more information, see the Enrollment Module Overview.

After you enroll your Kore.ai Messenger users, you may need to update user, group, and team information, add new users, groups, and teams, or delete users, group, and teams in the Users & Teams module in the Enterprise Admin Console. Additionally, you can choose which users, groups, and teams will be managed in your company. You can also add and sync your company distribution lists with Kore.ai.

For more information, see the Users & Teams Module Overview.

So What's Next???

After enrolling users, you may want to configure security essentials such as single-sign on, message control policies, create custom user roles, and company branding in the Enterprise Admin Console. The following section provides an overview of the Enterprise Admin Console modules that you can use to set up your company for Kore.ai.

Dashboard Branding Module

The Dashboard page in the Enterprise Admin Console is your one-stop activity and user overview of your company Kore.ai account. On this page, you can view your company membership in Kore.ai as managed users and unmanaged users, the amount of message activity for your users as well as the type of message, for example, secure, direct, or chat, team and room, details, team membership, and bot usage.

For more information, see Enterprise Admin Dashboard.

In the Branding module in the Enterprise Admin Console, you can customize the user profile page and any domain emails to display your organizational logo. You can also customize the content in the initial Kore.ai enrollment email, as well as the Terms Standard Usage Policy, to include, if desired, a company Supplemental Terms of Use policy.

For more information, see the Branding Module Overview.

Security Module Roles & Permissions Module

In the Security module of the Enterprise Admin Console, add or modify password policies, verify domain registration, or configure Single Sign-On authentication for your domain users. Additionally, if applicable, provide your Kore.ai Messenger users and groups with access to Microsoft® SharePoint®. For added security, you can restrict which IP addresses can log on to the admin console.

For more information, see the Security Module Overview.

In a large organization, you can delegate administrator roles to other Kore.ai users by assigning admin roles to those users in the Roles & Permissions module. You can create custom admin roles by defining a customized set of permissions for that role that you can then assign to a managed user.

For more information, see the Admin Roles & Permissions Overview.

Message Control Module Billing Module

In the Kore.ai Message Control module of the Enterprise Admin Console, you can define and apply security policies on a message based on sender and recipient configurations, and then based on the policy, you can continue to control the message for the entire lifespan of the message even after it is sent.

For more information, see the Message Control Module Overview.

The Billing module in the Enterprise Admin Console is for future use.

Analytics Module Compliance Module

The Analytics module in the Enterprise Admin Console, provides a snapshot of account usage, storage consumption and volume of traffic by message type. On the Activity Report page, you can view graphical reports on user,team, group, and room activities in your company. The Audit Report page displays the history of all administrative tasks with attributes such as User, Date/Time, and Description for the event. The Audit Report page also displays other Kore.ai events such as user log on failure, access by a user to eDiscovery search results, and much more.

For more information, see the Analytics Module Overview.

In the Compliance module, in the Enterprise Admin Console, you can enable and then customize message retention policies, configure eDiscovery searches, and place selected Kore.ai accounts on litigation hold. After retention is defined, you can provide access to eDiscovery search results to selected internal domain users as well as external users. Using message trace, you can track and recall selected messages from one or more recipients.

For more information, see the Compliance Module Overview.

Message Management Module  

In the Enterprise Admin Console, in the Message Management module, on the Post Templates page, you can create templates for message posts, and then assign those templates to users, or groups of users to use when posting a message in the Kore.ai Messenger application.

For more information, see the Managing Post Templates.

 

Logging Off of the Enterprise Admin Console

When you are finished with your session with the Enterprise Admin Console, you should log off the console and close your session to keep your enterprise account secure. To log off, click on your user name, and then click Logout as shown in the following illustration.

If your Enterprise Admin Console session is idle for more than 15 minutes, your session is automatically terminated, and the next action in the session window will open the Kore.ai Desktop for Web client instead. To start a new session, click the Enterprise admin console  icon and log on.

Next Steps

With a new enterprise account, you will probably need to visit each module in the Enterprise Admin Console and configure each module for your company, users, security requirements, and administration. You might want to start with company branding. For more information, see the Branding Module Overview.

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