GETTING STARTED
Introduction to AgentAssist
Architecture and Configuration
Glossary
FAQ
Release Notes
Recent Updates
Previous Versions

SET UP AgentAssist
AgentAssist Setup Guide
Sign Up for AgentAssist
Conversation Automation
Automations Board
Create a Bot
Add Multiple Bots
Create Use Cases
Overview
FAQs Setup
Create Dialog Tasks
Welcome Events
LLM and Generative AI
Search AI
Agent Coaching
Playbook
Customizing the AgentAssist Widget
Configure Auto Summarization with Custom Dialog Tasks
Feedback Settings
Widget Theming (Layout Customization)
Supported Languages

INTEGRATIONS
AgentAssist Integration with Third-Party Applications
Amazon Connect
Amazon Connect with AgentAssist Voice Installation Guide
Amazon Connect with AgentAssist Chat Using Custom CCP
Amazon Connect with AgentAssist – Voice via AWS Third Party Applications
Channels
Voice
Configure Voice Channel
Configure Speech Recognition
Chat
SmartAssist
Configure AgentAssist
Demos
Voice Demo
Chat Demo
Salesforce
OmniChannel
Omni-Channel Configuration - Chat
AgentAssist Configuration - Chat
Genesys CTI
AgentAssist Voice Integration
NICE-CTI
Kore Agent AI with Salesforce NICE CX-CTI
Demos
Voice Demo
Chat Demo
Zendesk
Set up AgentAssist for Zendesk
Genesys
AgentAssist Integration with Genesys - Manual Setup Instructions
Agent AI Integration with Genesys Cloud CX
Set Up AgentAssist for Genesys
Change AgentAssist Bot in Genesys
Integrate Kore.ai Bot on Genesys Cloud CX Messaging
NICE MAX Desktop
Talkdesk
Twilio

AGENT EXPERIENCE
AgentAssist Widget
Bot Override and Automations

ANALYTICS
Conversation Logs
Dashboard
Agent AI ROI Analyzer (Beta)
APIs
Raw Data API v1
Raw Data API v2
Conversation Summary Trigger

Release Notes | AgentAssist v2.1 (Beta)

Minor Release

Learn about the new features and enhancements included in v2.1 (Beta) of the AgentAssist application, released on November 12th, 2022.

AgentAssist has been re-engineered to improve functionality while keeping it flexible and intuitive for agents. With the new release, agents will be able to access the new features via the different widget tabs as explained in the sections below.

AgentAssist Tabs

The AgentAssist widget consists of four tabs, Assist, Library, My Bot, and Transcript, to help the agents perform different tasks and activities. The Assist tab helps the agent to run automation and FAQs. The Library tab contains the automation configured for the account. My Bot tab allows the agent to run automation directly (with agents entering the entities) the bot. The Transcript tab is used during voice calls.   

AgentAssist tabs:

AgentAssist Tabs

Features

Bot Override

  • Allows agents to correct the bot automation.
  • If the bot cannot understand the user’s utterance, the agent can intervene to correct the entity. 

After the intent is identified, you can start the automation that the bot suggests. During the execution of automation, there might be an occurrence where the bot does not understand the customer inputs, which would lead to a “Try Again” error.

If the error occurs multiple times, the agent (being aware of the input format)  can intervene to correct the input.

Terminate Automation

The terminate automation option allows you to stop ongoing automation anytime.

There can be multiple reasons to use terminate: 

  • Accidental automation clicks
  • Unexpected behavior
  • Customer doesn’t want to proceed with the intent anymore

Search or Ask AgentAssist

  • The search function allows agents to search for FAQs or automations directly from the bot.

Agents can identify automation behind an intent by asking the bot using the search bar. In addition to being easily accessible, the search bar lets you look up information concurrently with a customer conversation.

The search bar is placed at the bottom of the AgentAssist widget and is easily accessible to agents.

Run Automation with Agent Inputs or My Bot

There are two ways to perform automation:

  • Customer Inputs  
  • Agent Inputs (Bot override) 

Automation with the customer inputs feature introduces the capability where agents give the inputs to the bot allowing the agents to have control of the entire automation process. The agents can run this automation in parallel and provide the customer with the final results.

Library of Automation

  • A go-to place for agents to look for dialogues

The library contains all the automation along with a search bar. Over time, agents become familiar with the types of queries users ask. Agents can run automation directly from the library section.

Related Link

Release Notes | AgentAssist v2.1 (Beta)

Minor Release

Learn about the new features and enhancements included in v2.1 (Beta) of the AgentAssist application, released on November 12th, 2022.

AgentAssist has been re-engineered to improve functionality while keeping it flexible and intuitive for agents. With the new release, agents will be able to access the new features via the different widget tabs as explained in the sections below.

AgentAssist Tabs

The AgentAssist widget consists of four tabs, Assist, Library, My Bot, and Transcript, to help the agents perform different tasks and activities. The Assist tab helps the agent to run automation and FAQs. The Library tab contains the automation configured for the account. My Bot tab allows the agent to run automation directly (with agents entering the entities) the bot. The Transcript tab is used during voice calls.   

AgentAssist tabs:

AgentAssist Tabs

Features

Bot Override

  • Allows agents to correct the bot automation.
  • If the bot cannot understand the user’s utterance, the agent can intervene to correct the entity. 

After the intent is identified, you can start the automation that the bot suggests. During the execution of automation, there might be an occurrence where the bot does not understand the customer inputs, which would lead to a “Try Again” error.

If the error occurs multiple times, the agent (being aware of the input format)  can intervene to correct the input.

Terminate Automation

The terminate automation option allows you to stop ongoing automation anytime.

There can be multiple reasons to use terminate: 

  • Accidental automation clicks
  • Unexpected behavior
  • Customer doesn’t want to proceed with the intent anymore

Search or Ask AgentAssist

  • The search function allows agents to search for FAQs or automations directly from the bot.

Agents can identify automation behind an intent by asking the bot using the search bar. In addition to being easily accessible, the search bar lets you look up information concurrently with a customer conversation.

The search bar is placed at the bottom of the AgentAssist widget and is easily accessible to agents.

Run Automation with Agent Inputs or My Bot

There are two ways to perform automation:

  • Customer Inputs  
  • Agent Inputs (Bot override) 

Automation with the customer inputs feature introduces the capability where agents give the inputs to the bot allowing the agents to have control of the entire automation process. The agents can run this automation in parallel and provide the customer with the final results.

Library of Automation

  • A go-to place for agents to look for dialogues

The library contains all the automation along with a search bar. Over time, agents become familiar with the types of queries users ask. Agents can run automation directly from the library section.

Related Link