Intelligent AI assistant for contact center agents to boost productivity.
Overview
Agent AI provides real-time assistance to human agents:
- Suggested responses based on conversation context.
- Automated call and chat summaries.
- Knowledge base search integration.
- Next-best-action recommendations.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ Live Conversation │
│ │
│ Customer: “I received the wrong item in my order │
└─────────────────────────────────┬───────────────────────────────┘
│ ▼
┌─────────────────────────────────────────────────────────────────┐
│ Agent AI Engine │
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Context │ │ Knowledge │ │ Response │ │
│ │ Analysis │ │ Search │ │ Generation │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ │
└─────────────────────────────────┬───────────────────────────────┘
│ ▼
┌─────────────────────────────────────────────────────────────────┐
│ Agent Desktop Widget │
│ │
│ Suggested Response: │
│ “I apologize for the inconvenience. I can help you with a │
│ replacement or refund. Let me pull up your order details.” │
│ │
│ Relevant Knowledge: │
│ • Wrong Item Policy (confidence: 95%) │
│ • Return Process Guide (confidence: 87%) │
│ │
│ Recommended Actions: │
│ [Create Return] [Issue Refund] [Escalate to Supervisor] │
└─────────────────────────────────────────────────────────────────┘
Features
Real-Time Suggestions
Contextual response suggestions during conversations:
| Feature | Description |
|---|
| Auto-suggest | Suggestions appear as customer speaks |
| One-click use | Insert suggestion with single click |
| Edit before send | Modify suggestions as needed |
| Learn from edits | System improves from agent modifications |
Configuration example:
Suggestions:
trigger: continuous
display_count: 3
confidence_threshold: 0.7
sources:
- knowledge_base
- canned_responses
- conversation_history
tone: professional
Automated Summaries
Generate conversation summaries automatically:
| Summary Type | When Generated |
|---|
| Real-time | Updated as conversation progresses |
| After-call | Complete summary at interaction end |
| Disposition | Structured outcome summary |
Summary configuration example:
Auto-Summary:
format: structured
sections:
- customer_issue
- resolution
- follow_up_required
length: concise
auto_save_to_crm: true
Knowledge Assistance
Integrated knowledge search:
- Search triggered automatically by conversation context.
- Manual search with natural language queries.
- Results ranked by relevance.
- Source citations included.
Next-Best-Action
Recommended actions based on context, example:
NBA Rules:
- condition: sentiment == "frustrated" AND issue_unresolved
action: offer_supervisor_escalation
priority: high
- condition: customer_tier == "premium" AND wait_time > 5min
action: offer_compensation
priority: medium
- condition: issue_type == "billing"
action: show_billing_tools
priority: normal
Configuration
Enable Agent AI
- Navigate to Agent AI → Configuration.
- Enable Agent AI for desired queues.
- Configure feature settings.
- Test with pilot agents.
Feature Settings
| Setting | Options |
|---|
| Suggestion mode | Continuous, On-demand, Disabled |
| Auto-summary | Enabled, Disabled |
| Knowledge search | Auto, Manual, Both |
| NBA | Enabled, Disabled |
Integration
Connect Agent AI to:
- Search AI — For knowledge retrieval.
- CRM — For customer context.
- Case management — For action execution.
- Quality AI — For coaching feedback.
Agent Experience
Agent AI appears as a widget in the agent console:
┌─────────────────────────────────────┐
│ Agent AI [─] [×]│
├─────────────────────────────────────┤
│ │
│ Suggested Response │
│ ┌─────────────────────────────────┐ │
│ │ I understand your concern about │ │
│ │ the billing charge. Let me │ │
│ │ address them. │ │
│ └─────────────────────────────────┘ │
│ [Use] [Copy] [👍] [👎] │
│ │
│ Knowledge │
│ • Billing FAQ (95%) │
│ • Refund Policy (88%) │
│ [Search manually] │
│ │
│ Quick Actions │
│ [Refund] [Credit] [Escalate] │
│ │
└─────────────────────────────────────┘
Feedback Loop
Agents can rate suggestions:
- Thumbs up — Good suggestion.
- Thumbs down — Unhelpful suggestion.
- Edits — System learns from modifications.
Feedback improves suggestion quality over time.
Analytics
Agent AI Metrics
| Metric | Description |
|---|
| Suggestion acceptance | % of suggestions used |
| Time saved | Handle time reduction |
| Knowledge utilization | Searches and clicks |
| NBA conversion | Recommended actions taken |
Quality Impact
Track quality improvements:
- First contact resolution rate.
- Customer satisfaction scores.
- Quality evaluation scores.
- Handle time trends.
Best Practices
Deployment
- Start with a pilot group of agents.
- Gather feedback and iterate.
- Roll out gradually by queue/team.
- Monitor adoption and adjust.
Knowledge Quality
- Keep knowledge base current.
- Remove outdated content.
- Add content for common queries.
- Monitor search failures.
Agent Training
- Introduce Agent AI in agent training.
- Explain feedback mechanism importance.
- Show how to use suggestions effectively.
- Address concerns about AI assistance.