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The Kore.ai XO Platform offers pre-built integrations with popular business applications to exchange data. Configure and enable actions for ServiceNow, Salesforce, Zendesk, HubSpot, and others. Each integration provides a full conversation flow definition, a low-code API interface, pre-built response mapping, and dialog task templates. The Actions module is available under App Settings > Integrations > Actions.

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How to Use Actions

  1. Authorize a developer or user with single-click authorization.
  2. Enable an integration to exchange data between systems during dialog task execution.
  3. Create dialog tasks using preconfigured templates supported by the integration.

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Actions Enablement

By default, your AI Agent does not exchange data with any integration until you authorize one or more actions. Once enabled, actions allow the agent to perform operations in third-party systems.

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Authorization Types

The platform supports OAuth 2.0, Basic Auth, and API Key authentication.
TypeDescription
OAuth v2Secure authorization for web, mobile, and desktop apps. See Setting Up Authorization using OAuth v2.
Basic HTTP AuthUsername and password style authentication via a base64-encoded Authorization header. See App Authorization Overview.
API KeyToken generated or provided by a web service to identify and authenticate the incoming request. See Setting Up Authorization using an API Key.
Actions can be authorized using pre-authorized credentials provided by the developer, or by end-user credentials authorized during the conversation.
An email notification is sent to all app developers when an authorization token expires for any pre-built action integration. The integration moves to an error state on expiry, and service calls fail at runtime with the message “Something went wrong” displayed to the end user.

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Available Actions

Go to App Settings > Integrations > Actions and click an action to open its configuration panel.
ActionDescriptionTemplatesAuth TypeDocs
AsanaProjects, users, and tasks5Basic AuthLearn more
Azure OpenAIGeneral query answering1Basic AuthLearn more
BambooHRHR software for SMBs7Basic AuthLearn more
BitlyURL shortening1Basic AuthLearn more
ConfluenceCreate and view pages or blogs1Basic AuthLearn more
DHLLocations and shipment tracking2Basic AuthLearn more
FreshdeskCreate, view, update, search, and delete tickets6Basic AuthLearn more
Freshservice ITSMCreate, view, update, search, and delete tickets6Basic AuthLearn more
Google MapsLocations and places2Basic AuthLearn more
HereLocation search by text1Basic AuthLearn more
HubSpotCRM lead management10Dev OAuth and OAuthLearn more
JIRACreate, view, update, and delete issues5Basic AuthLearn more
Microsoft GraphEvents, to-do lists, and email5Basic AuthLearn more
OpenAIAnswer generation and skill extraction2API Key OAuthLearn more
Salesforce CRMLeads, opportunities, and CRM functions7Dev OAuth and OAuthLearn more
ShopifyCustomers, products, and orders6Basic OAuthLearn more
ServiceNowDigital workflow management10Basic OAuthLearn more
StripePayments and payouts5Basic OAuthLearn more
Twilio VerifySMS verification3Basic OAuthLearn more
ZendeskTicket create, view, search, and manage5Basic OAuthLearn more

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Disabling or Deleting Actions

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Disable an Integration

Disabling changes the status from enabled to disabled but retains authorization configurations.
  1. Go to App Settings > Integrations > Actions.
  2. Hover over the integration and click the Settings icon.
  3. Click Disable.
Disable integration Once disabled, the service node status changes from Integration Service to Custom Service. Node status change To re-enable, hover over the action, click Settings, then re-authorize with your external integration credentials. Re-enable integration

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Delete an Integration

  1. Go to App Settings > Integrations > Actions.
  2. Hover over the integration and click the Settings icon.
  3. Click Delete.
Delete integration
Deletion is permanent and cannot be undone. All authorization configurations for the deleted integration are removed.

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Resources