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

Release Notes | SmartAssist v2.1

The release notes cover all functionality improvements and additions between SmartAssist v2.1 and v2.2.

v2.1 November 12, 2022

Minor Release

FEATURE ENHANCEMENT
CHANGES TO QUEUEING AND ROUTING
Queue-Based Routing Based on feedback from customers and internal teams, SmartAssist will now allow route conversations through traditional contact center queues. 

Admins can now also specify whether they want agents to manually accept a conversation or if a conversation should be automatically assigned to them.

With this change, the following settings for skills will also be deprecated:

  1. Points for skills and skill groups
  2. Priority-based aging
  3. Options for admins to specify a skill as mandatory/optional. All skills will now be considered mandatorily
Agent Console – Functionality Improvements Version 2.1 brings in a host of functionality improvements to the SmartAssist Agent Desktop, designed at improving agent efficiency and performance.
Conversations Tray
  1. Group, sort, and filter configuration in the conversation tray to place priority/urgent items at the top: Agents can group, sort, and filter conversations in the conversation tray to better manage their workload.
  2. Agent Softphone: Allows agents to make outbound calls from within their agent desktop. The outbound dialer only supports manual dialing, for now. We will include more functionality in the months to come.
Add a “Send” button to standard responses Agents can easily send/copy standard responses just like AgentAssist recommendations for faster use.
Updates to the User Info Widget 2.1 features a newly designed user info widget for an improved agent experience.

Details for customizing the user info widget can be found at https://docs.kore.ai/smartassist/agent-console/agent-assist/#User_Info

Support for Sharing WhatsApp-friendly Templates (Media Files) The SmartAssist Agent Console now includes native support for rendering media files received over the WhatsApp channel.
Copy Message Text Agents can now copy the conversation transcript for compliance, documentation, and other related use cases.

This option is available under the extended menu options under the live chat window.

Agents Will Know When a Manager is Observing Their Interaction with the Customer Agents will now be able to know that a manager is observing their interaction with a watching icon.
Layout Management Managers and admins can now define multiple layouts and assign these layouts to agents based on permissions.

This allows a prescriptive and uniform approach to agent layouts in an organization without the agents having to manage this individually.

Call Back Options When a Call Drops/Ends Agents can now call a customer back if they determine that the call dropped due to a network error
Settings for Controlling Peer-to-Peer Messaging Admins can now specify if agents will have the ability to send/receive messages on the internal chat capability.

Access to this can be controlled through a set of permissions.

Agent Audio Chat Agents can now audio-call other agents for discussion/help on an existing issue.
Shortcuts and Tooltips Agent Desktop now has shortcuts for most of the common interactions. A detailed list can be found in the documentation.
Message – Read Receipts Agent Desktop now includes support for read receipts. These events, if passed by the originating channel, will be recorded on the agent desktop.
Monitor Console – Functionality Improvements Version 2.1 now includes the ability for managers to mark agents as offline, assign specific conversations and change their profile settings from within the monitor console.

The new monitor console also includes a new ‘Queues’ view where managers can see waiting and in-progress conversations by queues.

Monitor console now also supports more metrics (Average Response Time, Average Wait Time, Max Wait Time, Drop Off %, and Average Speed to Answer (ASA) and also separates views by live and historical numbers.

The drop-off conversations metric has been removed from the agent view.

With the new release, we have also removed the ‘Skills’ tab and the Agent Group view under the ‘Agents’ tab. These sections may come back in a later release based on customer feedback.

Secure Forms Admins can set up forms as available in the XO platform for SmartAssist instances. These forms can be used by agents as part of customer interactions.

Form data can also be viewed by a specific set of users as defined by admins.

Experience Flows With the introduction of the new routing logic, a new node called ‘Set Queue’ has been added to the experience flow.

Flow developers can now also specify if agentassist should trigger a specific dialog once an agent accepts a conversation.

This release also includes updated icons for all nodes.

Configurations
  • Add admin console link in SmartAssist
  • Agent Group Manager interact permissions in Agent Desktop
  • Adding users when SmartAssist roles are attached to users or groups
  • Permissions Management – New permissions
  • System Error Configuration support in V2 [Conversation Input / RunAutomation]
  • List, Create, Edit, and Clone agent data
  • Navigation to the admin console from within SmartAssist
Usability Improvements
  • Updated UI themes for SmartAssist configuration & Agent Desktop
  • Onboarding Changes
  • Adding Interactive help
  • Changes to the top menu / merging Dashboards
  • Changes to the icons and their visibility
  • Changes to the profile, and functionality in the profile
  • Changes to the default page of the console
Audit Logs SmartAssist now includes detailed audit logs for all user events. Audit logs for SmartAssist actions are available in the Admin Console.
Configuration APIs
  • Public API for Analytics
  • Public API to delete agents from AgentDesktop when they are removed from Admin (platform)
  • Public API to create an agent in the default group, skill, and hours of operation to integrate the platform AD-SYNC
  • Public API for checking agent availability
ANALYTICS AND REPORTING
Reports Creation and Management SmartAssist has a new tab “REPORTS”. This will empower our customers to use historical data to understand how effectively the contact center is accomplishing business objectives.

These reports will be available in PDF and CSV formats. They will run at scheduled intervals, or based on need.

Some of them are:

  • Interaction details reports
  • Agent Login Logout reports
  • Agent Activity Summary reports
  • Agent Metrics reports
  • Queue Metrics reports
Data Extract APIs SmartAssist will also be supporting, beginning this release, APIs to extract data that downstream reporting tools may use.

Currently, we support:

  • Real-time Interaction details API
  • Agent Status Details API

To access data, you will need to register your client app with API scope “SmartAssist Analytics”, and use the client id and secret to generate the access token.

Related Link

Release Notes | SmartAssist v2.1

The release notes cover all functionality improvements and additions between SmartAssist v2.1 and v2.2.

v2.1 November 12, 2022

Minor Release

FEATURE ENHANCEMENT
CHANGES TO QUEUEING AND ROUTING
Queue-Based Routing Based on feedback from customers and internal teams, SmartAssist will now allow route conversations through traditional contact center queues. 

Admins can now also specify whether they want agents to manually accept a conversation or if a conversation should be automatically assigned to them.

With this change, the following settings for skills will also be deprecated:

  1. Points for skills and skill groups
  2. Priority-based aging
  3. Options for admins to specify a skill as mandatory/optional. All skills will now be considered mandatorily
Agent Console – Functionality Improvements Version 2.1 brings in a host of functionality improvements to the SmartAssist Agent Desktop, designed at improving agent efficiency and performance.
Conversations Tray
  1. Group, sort, and filter configuration in the conversation tray to place priority/urgent items at the top: Agents can group, sort, and filter conversations in the conversation tray to better manage their workload.
  2. Agent Softphone: Allows agents to make outbound calls from within their agent desktop. The outbound dialer only supports manual dialing, for now. We will include more functionality in the months to come.
Add a “Send” button to standard responses Agents can easily send/copy standard responses just like AgentAssist recommendations for faster use.
Updates to the User Info Widget 2.1 features a newly designed user info widget for an improved agent experience.

Details for customizing the user info widget can be found at https://docs.kore.ai/smartassist/agent-console/agent-assist/#User_Info

Support for Sharing WhatsApp-friendly Templates (Media Files) The SmartAssist Agent Console now includes native support for rendering media files received over the WhatsApp channel.
Copy Message Text Agents can now copy the conversation transcript for compliance, documentation, and other related use cases.

This option is available under the extended menu options under the live chat window.

Agents Will Know When a Manager is Observing Their Interaction with the Customer Agents will now be able to know that a manager is observing their interaction with a watching icon.
Layout Management Managers and admins can now define multiple layouts and assign these layouts to agents based on permissions.

This allows a prescriptive and uniform approach to agent layouts in an organization without the agents having to manage this individually.

Call Back Options When a Call Drops/Ends Agents can now call a customer back if they determine that the call dropped due to a network error
Settings for Controlling Peer-to-Peer Messaging Admins can now specify if agents will have the ability to send/receive messages on the internal chat capability.

Access to this can be controlled through a set of permissions.

Agent Audio Chat Agents can now audio-call other agents for discussion/help on an existing issue.
Shortcuts and Tooltips Agent Desktop now has shortcuts for most of the common interactions. A detailed list can be found in the documentation.
Message – Read Receipts Agent Desktop now includes support for read receipts. These events, if passed by the originating channel, will be recorded on the agent desktop.
Monitor Console – Functionality Improvements Version 2.1 now includes the ability for managers to mark agents as offline, assign specific conversations and change their profile settings from within the monitor console.

The new monitor console also includes a new ‘Queues’ view where managers can see waiting and in-progress conversations by queues.

Monitor console now also supports more metrics (Average Response Time, Average Wait Time, Max Wait Time, Drop Off %, and Average Speed to Answer (ASA) and also separates views by live and historical numbers.

The drop-off conversations metric has been removed from the agent view.

With the new release, we have also removed the ‘Skills’ tab and the Agent Group view under the ‘Agents’ tab. These sections may come back in a later release based on customer feedback.

Secure Forms Admins can set up forms as available in the XO platform for SmartAssist instances. These forms can be used by agents as part of customer interactions.

Form data can also be viewed by a specific set of users as defined by admins.

Experience Flows With the introduction of the new routing logic, a new node called ‘Set Queue’ has been added to the experience flow.

Flow developers can now also specify if agentassist should trigger a specific dialog once an agent accepts a conversation.

This release also includes updated icons for all nodes.

Configurations
  • Add admin console link in SmartAssist
  • Agent Group Manager interact permissions in Agent Desktop
  • Adding users when SmartAssist roles are attached to users or groups
  • Permissions Management – New permissions
  • System Error Configuration support in V2 [Conversation Input / RunAutomation]
  • List, Create, Edit, and Clone agent data
  • Navigation to the admin console from within SmartAssist
Usability Improvements
  • Updated UI themes for SmartAssist configuration & Agent Desktop
  • Onboarding Changes
  • Adding Interactive help
  • Changes to the top menu / merging Dashboards
  • Changes to the icons and their visibility
  • Changes to the profile, and functionality in the profile
  • Changes to the default page of the console
Audit Logs SmartAssist now includes detailed audit logs for all user events. Audit logs for SmartAssist actions are available in the Admin Console.
Configuration APIs
  • Public API for Analytics
  • Public API to delete agents from AgentDesktop when they are removed from Admin (platform)
  • Public API to create an agent in the default group, skill, and hours of operation to integrate the platform AD-SYNC
  • Public API for checking agent availability
ANALYTICS AND REPORTING
Reports Creation and Management SmartAssist has a new tab “REPORTS”. This will empower our customers to use historical data to understand how effectively the contact center is accomplishing business objectives.

These reports will be available in PDF and CSV formats. They will run at scheduled intervals, or based on need.

Some of them are:

  • Interaction details reports
  • Agent Login Logout reports
  • Agent Activity Summary reports
  • Agent Metrics reports
  • Queue Metrics reports
Data Extract APIs SmartAssist will also be supporting, beginning this release, APIs to extract data that downstream reporting tools may use.

Currently, we support:

  • Real-time Interaction details API
  • Agent Status Details API

To access data, you will need to register your client app with API scope “SmartAssist Analytics”, and use the client id and secret to generate the access token.

Related Link