Get Started using AI for Process

Set up AI for Process and create your first workflow.

Prerequisites

• Kore.ai account with AI for Process access
• Admin permissions for initial setup
• (Optional) API credentials for external integrations

Access AI for Process

1. Navigate to the Platform.
2. Select AI for Process from the product menu.
3. Choose or create a workspace.

Quick Start: First Workflow

Step 1: Create a Workflow

1. Navigate to Workflows
2. Click Create Workflow
3. Enter workflow details:
   • Name: “Document Summarizer”
   • Description: “Summarizes uploaded documents”

Step 2: Add Nodes

Build your workflow by adding nodes:

[Start] → [Text-to-Text AI] → [End]

1. Start Node — Already present, configures trigger
2. Text-to-Text AI Node — Add from AI Nodes palette
3. End Node — Add to complete the workflow

Step 3: Configure AI Node

Configure the Text-to-Text node:

Node: Summarize Document
Type: text-to-text
Model: gpt-4
Prompt: |
  Summarize the following document in 3-5 bullet points:

  {{input.document_text}}

  Focus on key findings and action items.
Output variable: summary

Step 4: Configure Trigger

Set how the workflow is triggered:

Trigger Type	Use Case
API	Called from external systems
Schedule	Run on a schedule
Manual	Triggered by user in UI
Event	Triggered by platform events

Step 5: Test and Deploy

1. Click Test to run with sample input
2. Review output and logs
3. Click Deploy to make available
4. Copy API endpoint for integration

Quick Start: Human-in-the-Loop

Add Human Review

Modify the workflow to include human approval:

[Start] → [Text-to-Text AI] → [Human Review] → [End]

1. Add Human Node after AI node
2. Configure review settings:

Human Node: Review Summary
Task type: approval
Assignees:
  - role: reviewer
Instructions: |
  Review the AI-generated summary.
  Approve if accurate, or edit and approve.
Fields:
  - name: summary
    type: text
    editable: true
  - name: approved
    type: boolean
Timeout: 24h

Use the Inbox

1. Navigate to Inbox
2. View pending review tasks
3. Review AI output
4. Approve, edit, or reject
5. Workflow continues after action

Quick Start: Model Hub

Configure AI Models

1. Navigate to Models → Model Hub
2. View available models:
   • Open-source — Hugging Face models
   • External — OpenAI, Anthropic, Google
   • Fine-tuned — Your custom models

Add External Model

1. Go to External Models
2. Click Add Provider
3. Configure credentials:

Provider: OpenAI
API Key: sk-...
Models:
  - gpt-4
  - gpt-4o
  - gpt-3.5-turbo

Use Model in Workflow

Select the model when configuring AI nodes:

AI Node Configuration:
  model_source: external
  provider: openai
  model: gpt-4
  temperature: 0.7
  max_tokens: 500

Workspace Setup

Create a Workspace

Workspaces organize workflows, models, and users:

1. Navigate to Administration → Workspaces
2. Click Create Workspace
3. Configure:
   • Name and description
   • Default model settings
   • Team access

Invite Team Members

1. Go to User Management
2. Click Invite Users
3. Assign roles:
   • Admin — Full workspace access
   • Developer — Create and edit workflows
   • Reviewer — Process Inbox tasks
   • Viewer — Read-only access

Next Steps

Goal	Resources
Build complex workflows	Workflows
Explore node types	Workflow Nodes
Manage human tasks	Inbox
Deploy custom models	Model Hub
Design prompts	Prompts