GETTING STARTED
Introduction to SmartAssist
Glossary
Minimum System and Browser Requirements
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Setup SmartAssist for Use With AgentAssist
Release Notes
Recent Updates
Previous Versions
Frequently Asked Questions (FAQ)

EXPERIENCE DESIGNERS
Flow Designer
Introduction
Create Experience Flows
Navigate the Flow Designer
Experience Flow Nodes
Introduction
Node Types
Start
IVR Menu
IVR Digit Input
Conversational Input
Split
Check Agent Availability
Check Business Hours
Message Prompt
Run Automation
Agent Transfer
Connect to API
Go to Flow
Deflect to Chat
Script Task
Set Queue
End Flow
Waiting Experience
Conversation Automation
Testing Widget
Use Cases
Overview
Questions & Answers
Conversations

ADMINISTRATORS
Account Management
Switch Account
Invite Developers to an Account
Routing
SmartAssist Routing
Skills
Skill Groups
Queues
Hours of Operation
Default Flows
User Management
Users
Agent Groups
Agent Settings
Role Management
Agent Status
System Setup
Channels
Voice
Chat
Email
Limitations With Accounts Using AudioCodes
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Widgets
Utils
AgentAssist Settings
SearchAssist
Widget Theming (Layout Customization)
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Reject Calls With a Delayed First Response
API Reference
API Setup
Rate Limits
API List
Integrations
Genesys Voice Bot
Genesys + Kore Voice Automation - Manual Installation Guide
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Kore Voice Automation (IVA) Integration with Zoom Contact Center (CC)
ID R&D Integration With Kore
Audit Report

AGENTS
Agent Console
Introduction
Conversation Tray
Incoming Interactions
Interacting with Customers
Additional Tools
My Dashboard

SUPERVISORS
SmartAssist Metrics
Dashboard
Automation
Queues and Agents
Interactions
Monitor Queues, Agents, Interactions, and Service Levels
Manage Layout

BUSINESS USERS
Reports
Introduction
Reports List

What’s New in v2.4

Learn about the new features and enhancements included in v2.4 of the SmartAssist application, released on April 16, 2023.

Ability to Enable/Disable Auto Conversation Summary

SmartAssist can automatically generate a summary of the conversation when it ends. The summary is added in the agent’s note section. However, admins can disable the automatic generation of the conversation summary. 

When enabled, an automatically generated conversation summary is displayed in the Disposition & Notes section after an agent clicks the end conversation button. If disabled, the Disposition & Notes section is blank, and the agent can add notes and resolutions to close the conversation. Learn more.

Enhanced Search Experience for Conversation Logs

The search feature for the Conversation Logs dashboard is enhanced significantly to improve the overall search experience.

Key improvements:

  • Search for keywords in both chats and call transcripts.
  • Exclude AgentAssist Logs when searching the Transcripts. 
  • Complete matches receive the highest rank in the search results.
  • The results where all single words of a phrase match have the next priority.
  • The results where few words of a phrase match have the last priority.
  • Ignore commonly used words like Articles, Pronouns, and Prepositions while matching. Learn more.

Skill Page Revamped

The skill page’s appearance is now revamped while retaining its features and functionality. Learn more.

Agent Transfer Setting Based on Matching Skills and Allow Agents to Modify Skills

  • SmartAssist admins with access to Agent Settings permissions can modify Agent Transfer Settings.
  • If the Skill Match setting is enabled, the system considers an agent’s skills when transferring an interaction to a queue.
  • If the Allow Agents to Modify Skills setting is enabled, agents can modify the skills attached to an interaction during a transfer. Learn more.

API

Queue Size

This API allows users to view the number of conversations assigned to a queue, categorized by status. Users will have access to the following information:

  • Queue Name
  • Total number of waiting interactions by channel and language
  • Total number of active interactions by channel and language
  • Total number of agents assigned to the queue by status (Active, Busy, Offline)
  • Maximum Wait Time (in the last 1 hour)
  • Average Wait Time (in the last 1 hour). Learn more.

Agent Status Details API

This API shows the self-reported status (available, busy, away, etc.) in the given time interval. Learn more.

Import/Export Functionality for Specific Data

This API allows users to import/export functionality for the following data:

Enhanced Historical Agent Status Summary

The Historical Agent Status Summary now shows all statuses and the start and end times of an agent’s status. Learn more.

Related Link

What’s New in v2.4

Learn about the new features and enhancements included in v2.4 of the SmartAssist application, released on April 16, 2023.

Ability to Enable/Disable Auto Conversation Summary

SmartAssist can automatically generate a summary of the conversation when it ends. The summary is added in the agent’s note section. However, admins can disable the automatic generation of the conversation summary. 

When enabled, an automatically generated conversation summary is displayed in the Disposition & Notes section after an agent clicks the end conversation button. If disabled, the Disposition & Notes section is blank, and the agent can add notes and resolutions to close the conversation. Learn more.

Enhanced Search Experience for Conversation Logs

The search feature for the Conversation Logs dashboard is enhanced significantly to improve the overall search experience.

Key improvements:

  • Search for keywords in both chats and call transcripts.
  • Exclude AgentAssist Logs when searching the Transcripts. 
  • Complete matches receive the highest rank in the search results.
  • The results where all single words of a phrase match have the next priority.
  • The results where few words of a phrase match have the last priority.
  • Ignore commonly used words like Articles, Pronouns, and Prepositions while matching. Learn more.

Skill Page Revamped

The skill page’s appearance is now revamped while retaining its features and functionality. Learn more.

Agent Transfer Setting Based on Matching Skills and Allow Agents to Modify Skills

  • SmartAssist admins with access to Agent Settings permissions can modify Agent Transfer Settings.
  • If the Skill Match setting is enabled, the system considers an agent’s skills when transferring an interaction to a queue.
  • If the Allow Agents to Modify Skills setting is enabled, agents can modify the skills attached to an interaction during a transfer. Learn more.

API

Queue Size

This API allows users to view the number of conversations assigned to a queue, categorized by status. Users will have access to the following information:

  • Queue Name
  • Total number of waiting interactions by channel and language
  • Total number of active interactions by channel and language
  • Total number of agents assigned to the queue by status (Active, Busy, Offline)
  • Maximum Wait Time (in the last 1 hour)
  • Average Wait Time (in the last 1 hour). Learn more.

Agent Status Details API

This API shows the self-reported status (available, busy, away, etc.) in the given time interval. Learn more.

Import/Export Functionality for Specific Data

This API allows users to import/export functionality for the following data:

Enhanced Historical Agent Status Summary

The Historical Agent Status Summary now shows all statuses and the start and end times of an agent’s status. Learn more.

Related Link