November 1

Using AI: summarise, draft, improve, suggest, similar tickets

0  comments

Once the AI assistant is on (see "Turning on the AI assistant and choosing a provider"), agents see AI buttons on the ticket screen. Open a ticket on the Agent Dashboard page. The buttons sit in the row under the reply box, next to "Reply" and before "Watch".

ButtonWhat it does
SummariseWrites a short summary of the conversation.
Draft from KBDrafts a reply using your published knowledge base articles.
Improve my replyTidies the wording of the reply you have typed. Pick a tone first: Professional, Friendly, Concise or Empathetic.
Suggest fieldsSuggests a department, priority and tags.
Similar ticketsFinds other tickets with similar titles. It does not call your AI provider and does not count towards your usage limits.
HelpDesk WP AI Assistant buttons under the ticket reply box: Summarise, Draft from KB, tone, Improve my reply, Suggest fields and Similar tickets

Where the results appear

Results appear in a panel headed "AI-generated – review before sending". Nothing goes into your reply box until you choose to put it there:

  • "Copy" copies the text.
  • "Insert into reply" adds it to your reply box.
  • "Replace my draft" (Improve only) swaps your text for the improved version.
  • "Apply department / priority" (Suggest only) sets those two fields. You need the "Change ticket status / priority / department / assignment" permission to do this. Suggested tags are shown for you to read; they are not applied for you.

Good to know

  • The AI never sends anything by itself. An agent always checks the result and clicks "Reply".
  • "Draft from KB" only uses published knowledge base articles that match the ticket (up to four). If none match, no draft is made and you see "No relevant knowledge-base articles were found". The articles it used are listed with the draft, so a good knowledge base means better drafts.
  • Any agent who can open the ticket can use the buttons. Customers cannot.
  • Each use adds a line to the ticket's Activity list, so you can see when AI was used. See "Reading the activity timeline".
  • An administrator can switch each button off under Helpdesk > AI Assistant > Features.

See "AI privacy masking and usage limits" for what is sent to your provider.

Still stuck? Open a ticket on the support page on ABC and a real person will help.

Was this article helpful?

  • AI assistant
  • drafts
  • HelpDesk WP
  • similar tickets
  • summaries

← Helpdesk WP


Tags


You may also like

Hello world!

Hello world!
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Get in touch

Name*
Email*
Message
0 of 350