Lex

Warning

This data source is deprecated and not available for use. This document remains viewable for legacy support and archival purposes.

If necessary, consider connecting to this service using a REST data source instead.

Lex is a service that allows end users to chat with bots that app builders have configured to respond to user input—primarily through voice commands. The commands trigger the bots to complete specified tasks. You can incorporate this functionality into Skuid pages to create a user experience based on more than mouse clicks and text entry, making your app more accessible and intuitive.

The Lex DST allows you to access existing bots within your AWS instance, but you cannot create these bots within Skuid. Because of this, you must first configure any bots within AWS. This topic assumes you have done so and that you possess a basic familiarity with Lex as a service, particularly bots, intents, and slots.

If you need to learn more about Lex or how to configure bots within it, see AWS documentation.

Configuration

Creating an AWS authentication provider

Before configuring data sources within Skuid, you need to decide how you’ll authenticate to your AWS services using an IAM role. We recommend consulting your AWS administrator prior to making this decision.

Assume Role [[]]

This authentication method allows you to use the ARN of an assumable role instead of hard-coded AWS access keys. When a Skuid user makes a request using this authentication method, Skuid makes a secure server-side request to assume the configured role. If this request is successful, Skuid receives temporary access credentials, which Skuid caches until the credentials expire after 60 minutes.

Requests made through an assumed role are traceable via the AWS console. From there, you can see both the Skuid site and Skuid user who initiated the request, which provides AWS administrators full visibility into who requested access credentials and from what Skuid site.

Due to this method’s security and ease-of-management after initial setup, we typically recommend it over the access keys method. However, it does require some technical knowledge to configure. Be sure to read all of the instructions below.

Before you begin

Skuid can only access roles that have a defined path containing the string /skuid-assumable-role/ . This is different from the role’s name. Role paths can only be set when first created, so it isn’t possible to update an existing role with a new path.

In order to create a role with a path, you’ll need to use either the AWS IAM API or the AWS CLI.

The instructions below assume you are using AWS CLI (version 2) and that you’ve already configured an access key ID and secret access key for use with the CLI. Ensure these credentials have the iam:CreateRole permission. Command line examples are also tailored for Linux or macOS operating systems; commands for command line programs on Windows may differ.

Finally, because IAM roles require a trust relationship policy upon creation, you’ll need to save the JSON that Skuid provides when creating an authentication provider. Because of this you’ll need to navigate between your browser window, your computer’s file explorer, as well as the command line.

In Skuid

  1. From the Skuid navigation bar, navigate to Data Sources > Authentication Providers.
  2. Click Create.
  3. Configure the authentication provider’s basic properties:
    • Name: Enter a name, such as AWSAuth.
    • Authentication Method: AWS: Assume Role with ARN
  4. In the Trust Relationship Policy, click Copy to Clipboard.

This copied policy will enable your role to grant proper access to your Skuid site.

Note

If you want this role to be assumable by multiple Skuid sites—for example a staging site and a production site, make the sts:ExternalId property’s value into an array of Skuid site Ids.

For example, change this key/value:

"sts:ExternalId": "09583eba-de0e-49d3-ae42-61b3927a61b1"

Into this:

"sts:ExternalId": [
   "09583eba-de0e-49d3-ae42-61b3927a61b1",
   "e354e60f-5a80-4024-b01a-4cae13d0948c"
]

Site IDs are accessible from Settings > Site > Profile.

On your local machine

  1. With the policy copied to your clipboard, paste the policy into a text editor.
  2. Save the file to an easily accessible directory (for example, your desktop) on your machine with a recognizable name and the JSON file extension, like trust-policy.json

In a command line interface

With the trust policy saved to your machine, you can now use the AWS CLI to create an assumable role.

  1. Open your command line program of choice and navigate to the directory containing your policy JSON file. For example, if you saved the file on your desktop:

    1
    cd ~/Desktop
    
  2. Use the AWS CLI’s iam create-role command to create the role with the proper path value and trust relationship policy:

    1
    aws iam create-role --role-name Skuid-S3-Access --path /skuid-assumable-role/ --assume-role-policy-document file://trust-policy.json
    

    Note

    While role-name can vary from this example, the path must contain /skuid-assumable-role/

    The CLI creates the role, outputting its ARN and other related metadata. Because of the configured path, your ARN should look similar to this: arn:aws:iam::1234567891011:role/skuid-assumable-role/Skuid-S3-Access.

  3. Copy this created ARN, either from the command line output or the AWS console.

In Skuid

  1. Return to the authentication provider window.
  2. Paste the copied ARN into the AWS Role ARN to assume field.
  3. Click Save.

Access Keys [[]]

This authentication method utilizes an Amazon Web Service (AWS) IAM role’s access keys to authenticate to an AWS system.

If you are not the manager of your AWS services, follow along with Amazon’s steps for creating access keys with your IT administrator. You’ll need to do the following:

In AWS

  1. Create a new group and select the appropriate policies for that group.
    • These should align with your intended Skuid use. Ensure your access policies match the services (S3, DynamoDB, or SNS) you’ll be using.
  2. Create a new user in AWS Identity and Access Management (IAM) within the newly created group.
  3. Retrieve the access credentials generated for that user:
    • The secret access key is only displayed once, immediately after the access key is generated, and cannot be found later. Be sure to copy it to a safe place.

In Skuid

With your access credentials handy, you can now use them to configure a Skuid authentication provider that will work with all AWS data sources.

  1. Navigate to Configure > Data Sources > Authentication Providers.
  2. Click New Authentication Provider.
  3. Configure the authentication provider’s basic properties:
    • Name: Enter a name, such as AWSAuth.
    • Authentication Method: AWS: Access Keys
  4. Enter your IAM role’s credential information:
    • AWS Access Key Id: The access key ID to use when authenticating.
    • AWS Secret Access Key: The secret access key to use when authenticating.
  5. Click Save.

Adding AWS access permissions

After choosing an authentication method for your role, you must grant the role a certain set of IAM permissions to access AWS resources. Add each of these permissions to the role used to authenticate Skuid.

Skuid utilizes both the LexRuntime and LexModelBuildingService SDKs.

  • lex:GetBot
  • lex:GetIntent
  • lex:PostConten

You can add these permissions using the AWS Console or the AWS CLI. You may use any managed policy that includes these permissions, or create a custom inline policy. For more information about these access options, refer to AWS documentation.

Note

When using AWS APIs, it is best practice to utilize strict and well-defined IAM policies so end users can only perform actions they have explicit access to.

Any examples within Skuid’s documentation assume the authenticated role has full access, but Skuid adheres to any policies associated with the AWS access credentials provided to it.

These permissions are important to consider in the broader context of your AWS implementation. Take care when assigning and unassigning permissions.

Creating a Lex data source

  1. Navigate to Data Sources > Data Sources.
  2. Click Create.
  3. Select Amazon LEX for Type.
  4. Enter an appropriate value for Name, such as AWS-ServiceName.
  5. Click Next.
  6. Select the previously configured AWS authentication provider.
  7. Select the AWS Region where the resources you need within Skuid reside. See AWS documentation on regions for more information.
  8. Click Save.

After creation, leave Use proxy disabled. The proxy does not currently support Amazon LEX data sources.

Using the AWS Lex Data Source

Note

You must publish at least one chatbot version—with an alias—within the AWS UI before using this data source.

Lex is intended to be an interactive service that responds to user input, and as such, the Lex data source is used exclusively through voice-triggered action sequences.

  1. Enable voice features in the Voice tab of a Skuid page’s properties.
  2. Select the Lex data source as the controlling data.
  3. Enter the chatbot name and chatbot alias configured with the appropriate intents for your usage.
  4. Configure voice-triggered action sequences for any intents you wish to use within your page.

For the end user to begin conversing with the Lex chatbot, the Listen for a Voice Command action must occur. Consider using a Button Set button or an event-triggered action sequence to initiate this action—perhaps configuring an action sequence that occurs at page load.

After a conversation begins, it will follow this loop:

  • If the input matches an intent configured for the bot, Lex will return an audio response to the user.
  • This cycle will repeats until the bot determines that the conversation has ended.

For a fully vocal interface, consider using a Polly data source to speak back to end users in addition to Lex chatbot interactions.

Troubleshooting

I only see object Object when selecting an intent. [[]]

This typically indicates Skuid was unable to properly query for chatbot intents. Ensure both the chatbot name and alias are correct.