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Create an AI Agent
Prerequisites
To use the features related to AI, you need to complete the OpenAI integration in App & Integrations > OpenAI first. You can find more details about Integrate OpenAI in CloudCX 8.4 Integrating OpenAI in CloudCX.
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To use AI Agent, you need tocreate a datasetin Automation > Agent Assist > Dataset Resources first. You can find more details about Dataset Resources Dataset Resources.
Step-by-Step Instructions:
Go to your system
CloudCX installation domain, and log in with the admin account.From the left navigation menu, go to Automation > Agent Assist > AI Agent.
Click +Add to add an AI Agent, you can also add a third-party AI Agent.
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Add an AI Agent
Customize the AI Agent's avatar.
Give your AI Agent a name.
Add a description for this AI Agent.
Select the dataset for this AI Agent. AI Agent can provide AI-generated answers using a wide variety of content sources. As your support content gets better, AI Agent does too—along with its resolution rates.
Choose the language you want the AI Agent to output content in.
Set the AI Agent prompt. You can use the default prompt, or modify the default prompt to a new one. If you still want back to the default prompt, click Reset.
Click Save.
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Add a Third-party AI Agent
Customize the third-party AI Agent's avatar.
Give a third-party AI Agent a name.
Add a description for the third-party AI Agent.
Select the third-party AI Agent type.
(Optional) When you select the type is Asynchronous, you need to copy the Callback URL from the system and paste to the third - party.
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Copy the target URL from the third-party and past to Target URL in the system.
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(Optional) You can enable Authorization Required, click Credential and select a credential from the list. If there is no credential can be selected, you can click.
switch to App & Integrations > Authorization Credentials to add. You can find more details about How to Set up Authorization Credentials 8.6 How to Set up Authorization Credentials.
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After create an AI Agent, now you can enable and customize AI Agent in flows. You can learn more about Set AI Agent live for chatSet AI Agent live for chat.
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Manage AI Agents
Edit: Select an AI Agent, click
and click “Edit” icon to open the edition window for editing the AI Agent.
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