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Back to Admin Console Guide The Admin Console is the central management interface for platform administrators. Use it to manage users, assistants, security settings, billing, and roles at the organization level.

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Prerequisites

To access the Admin Console, you must have:
  • A valid email address
  • A validated Kore.ai user account
  • Authorization as an admin — only one user per account can be the Primary Admin, who can add others as admins with custom permissions

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Accessing the Admin Console

You can access the Admin Console in two ways: Navigate to Admin Console
These options are available only for the XO Platform account Administrator. If you have access to multiple accounts, select the account and set a default.
Session security: Kore.ai times out after 15 minutes of idle time. You are redirected to the sign-in page. Two-Factor Authentication (2FA): For additional security, 2FA prompts for an email verification code after login. Learn more.

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Dashboard

After signing in, you land on the Dashboard page. It shows real-time assistant activity and a user overview for your account. Admin Console Dashboard

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Getting Started

Follow this recommended workflow when setting up the Admin Console for your organization.

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Step 1 — Invite a User

  1. In the left navigation, expand Enrollment and select Invite.
  2. Enter the user’s email address (up to 5 at a time).
  3. Select Send Invitations.
Invite Users The user receives an email with a sign-up link. After they register, they appear in your account and can be assigned assistants. More on User Management

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Step 2 — Assign an Assistant

Assistants must be published to the enterprise before they can be assigned to users.
  1. On the Enterprise Bots page, select the assistant. Assign an Assistant
  2. In the Bot & task assignments dialog, select Assign Bot’s Tasks, then choose Assign individual users.
  3. Select the user from the list and select Done.
  4. Select Apply to save the changes.
More on Bots Management

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Step 3 — Assign a Role

Default roles include: Master Admin, Bot Owner, Bot Developer, and Bot Tester. You can also create custom roles.
  1. From User Management, select Role Management.
  2. Hover over the role and select the Edit icon.
  3. On the Assignments tab, select Assign Role.
  4. Enter and select the user’s name.
Assign a Role
Bot Owner is assigned at bot creation. It can be changed from the Bots Management module or from the Platform by the Bot Owner — not from Role Management.