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AI Assist lets you leverage the power of AI to conduct engaging conversations with customers. You can start off by providing educational material to help AI Assist learn about your business requirements. Once done, it can formulate responses to customer queries based on the information it has.

Note: To ensure that the Agent Assist function can be used normally, first make sure OpenAI is connected.

Step by Step Instructions:

(1)Log in to the Cloudfon CX Control Panel.

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Enable AI Assist

Prerequisites

  1. 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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  1. To use AI Assist, 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

  1. Go to your system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Automation > Agent Assist > AI Assist.

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On the AI Assist page, provide the following information:

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Option

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Description

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Select datasets

  1. Turn on the image-20240927-061645.pngImage Addedbutton to enable AI Assist.

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  1. Select a dataset for AI Assist. AI Assist can provide AI-generated answers using a wide variety of

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  1. Dataset Resources . As your support content gets better, AI Assist does too—along with its response correct.

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  1. You can choose the language you want the AI ​​Assist to output content in.

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  1. Enter the

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  1. prompt you want

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  1. AI Assist to perform

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  1. the action. You can use the default prompt,

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  1. or modify the default prompt to a new one. If you still want back to

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  1. the default

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  1. prompt, click Reset.

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Save

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Click this button to save the AI Assist settings.

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Cancel

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  1. (Optional) You can click Manage Datasets switch to Dataset Resources to manage datasets.

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  1. Click Save.

How it Works

You can now start using After enabling AI Assist, agents can click AI Assist to draft responses to customer queries in the Messages moduleAgent Panel.

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