The tools
- Learn from your team. The agent picks up answers your team gives in chats and uses them for draft knowledge base entries. See Self-training.
- Send messages. When on, the agent replies to customers. When off, it works quietly in the background and sends nothing to them.
- Create tickets. The agent opens a ticket when your rules say a problem needs follow-up.
- Create private notes. The agent leaves a note only your team can see. It can add context and mention team members.
Turn tools on
1
Open tools
Go to the AI section, then Tools, then the built-in tab.
2
Switch on what you need
Turn on only the tools you want the agent to use.
3
Write rules for tickets and notes
In the text box for each tool, say when it should be used and who to involve.
4
Save your changes
Test with a sample chat from another phone.
Example rules
Tickets and notes use the same ticket and note features your team already uses. See Create a ticket.