GETTING STARTED
Introduction to SmartAssist
Glossary
SmartAssist Lifecycle Management
SmartAssist Setup Guide
Sign Up for SmartAssist
Release Notes
Current Version
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
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
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
Agent Transfer
Surveys
Agent Forms
Dispositions
Language & Speech
Overview
Language Management
Voice Preferences
Hold Audio
Standard Responses
Handling Sensitive Data
Widgets
Utils
AgentAssist Settings
SearchAssist
Advanced Settings
Co-Browse Settings
Community WFM (Beta)
Automatic Conversation Summary (Beta)
Intelligent Agent Tools
Sensitive Data Masking
API Reference
API Setup
API List
Integrations
Genesys Voice Bot
Voice Automation - Integration with Amazon Connect
Voice Automation NiceCX (CX One) - SIP Integration
Talkdesk Voice Automation
Audit Report

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

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

BUSINESS USERS
Reports
Introduction
Reports List

Invite Developers to an Account

This option allows you to collaborate with developers within SmartAssist. To invite a developer to an account, follow these steps:

  1. Click your Profile picture on the top-right of your SmartAssist screen,
  2. Select Profile.
  3. Select Invite Developer to Account from the list of profile options,

  4. Within the Invite to Account dialog box, enter the email address in the Enter Email Addresses field. Click Enter to save and add more addresses.
  5. Click Invite.

    Note: There is no expiry timeout for the invitation emails sent to new users, and they remain active until they activate the account or establish their password. Forgot password emails have a timeout of 48 hours. If you do not reset your password within 48 hours of receiving the forgot password email, you will need to request a new one.

Invite Developers to an Account

This option allows you to collaborate with developers within SmartAssist. To invite a developer to an account, follow these steps:

  1. Click your Profile picture on the top-right of your SmartAssist screen,
  2. Select Profile.
  3. Select Invite Developer to Account from the list of profile options,

  4. Within the Invite to Account dialog box, enter the email address in the Enter Email Addresses field. Click Enter to save and add more addresses.
  5. Click Invite.

    Note: There is no expiry timeout for the invitation emails sent to new users, and they remain active until they activate the account or establish their password. Forgot password emails have a timeout of 48 hours. If you do not reset your password within 48 hours of receiving the forgot password email, you will need to request a new one.