AI Agent

Introduction to AI Assistant

AI Assistant is the AI agent for VowChat that helps make customer support faster, smarter, and more personal. It comes with powerful tools to assist both your customers and support agents, ensuring smooth conversations and quick resolutions. 🤖 AI Assistant – A smart assistant that talks to your customers, learns from your help docs and past conversations, and gives quick, accurate responses. When enabled, the assistant would take the initial questions before transferring to an agent. Read more about the assistant here. 🧑‍✈️ AI Copilot – A support agent's best friend! It helps draft replies, translates messages, and finds important details from your connected tools. Plus, we're adding more integrations soon to bring everything you need into one place. Read more about the copilot here. 📚 AI FAQs – It spots common customer questions that aren't in your knowledge base yet and helps you fill the gaps, making support faster for everyone. Read more about FAQs here. 🧠 AI Memories – Keeps track of important details from conversations. If a customer mentions an issue more than once, AI Assistant remembers it, so your team can provide better, more personalized support. Read more about memories here.

Creating an assistant with AI Assistant

How to create an assistant in AI Assistant? The Assistant in AI Assistant is built to help answer customer questions, provide solutions, and assist with product-related issues. It learns from help center articles and past conversations to give accurate responses. When linked to a channel, it can handle conversations directly with customers. Availability - Located in left-hand sidebar under AI Assistant menu Creation Steps 1. Click on Assistants 2. Click "Create a new Assistant" button Assistant Creation Fields | Field Name | Description | Required | |------------|-------------|----------| | Assistant Name | Internal name of assistant | Yes | | Description | Describe what assistant does | Yes | | Product Name | Helps identify content gaps | Yes | Optional Features - Enable FAQs from resolved conversations - Capture key details as memories from customer interactions Connecting Assistants to Channels 1. Click three-dot menu next to assistant details 2. Select "View Connected Channels" 3. Click "Connect a New Channel" 4. Select desired channel Note: Each channel can only connect to one assistant at a time.

Creating a document in AI Assistant

Overview A document in AI Assistant serves as a knowledge resource for an assistant, allowing analysis of content to help with customer inquiries. Supported Sources - Website URLs - PDF files - Future plan: Notion documents How to Create a Document Steps to Create 1. Click Documents in the sidebar menu under AI Assistant 2. Click Create a New Document 3. Enter a public URL or upload a PDF file 4. Click Create Document Processing - AI Assistant crawls all pages linked under the provided URL path - Systematically scans for articles, guides, and resources - Extracts and indexes information for customer inquiries - For PDFs, extracts and analyzes text content Verifying Content Parsing FAQ Generation AI Assistant generates potential questions related to the document. Users can view related responses by: 1. Clicking three-dot menu 2. Selecting View Related Responses

Creating an FAQ with AI Assistant

Overview FAQs (Frequently Asked Questions) are a collection of common questions and answers designed to provide quick customer assistance. AI Assistant generates FAQs through two primary methods. How are FAQs Generated? Automatic Generation AI Assistant analyzes: - Help center articles - Resolved customer conversations - Identifies content gaps - Suggests potential FAQs Manual Generation Users can create FAQs by: 1. Navigating to FAQs section 2. Clicking "Add New" 3. Entering question and answer 4. Assigning to an assistant Adding FAQs Manually Steps 1. Go to FAQs section in sidebar 2. Click "Create New FAQ" 3. Enter question and answer 4. Select assistant 5. Click "Create" Reviewing Suggested FAQs Process 1. Go to FAQ pages 2. Apply "Pending" filter 3. Review suggested questions 4. Options: - Approve FAQ - Edit answer - View original conversation Key Insights - FAQs help provide consistent customer support - AI Assistant uses AI to suggest potential knowledge base improvements - Users can manually curate and refine suggested FAQs

How to use AI Assistant Memories?

Overview AI Assistant Memories are pieces of information saved from customer conversations to provide context for future interactions. These memories enable personalized, efficient, and context-aware responses. For example, if a customer mentions they have a team of 18 people or shares specific preferences, AI Assistant will store this information to enhance future customer interactions. What Type of Information Does AI Assistant Save? AI Assistant is designed to save details shared by customers that are relevant to providing personalized support, including: • Customer preferences (e.g., preferred communication style or product preferences) • Questions and recurring issues (e.g., "How do I manage users in the dashboard?") • Unique requirements (e.g., "Our team uses the Enterprise Plan and needs an API for integrations") • Operational context (e.g., "Our team consists of 18 members") These details are automatically saved as notes in the customer's profile for easy reference. Where Can I See an AI Assistant-Generated Memory? AI Assistant-generated memories are stored in the Notes section of the customer dashboard, linked directly to the relevant customer. How to View Memories: 1. Open the customer's profile in the dashboard 2. Go to the Notes section, where all saved memories are organized with timestamps and context

How to use AI Assistant Copilot?

Where to Find Copilot? To get started, ensure AI Copilot is enabled in your channel. Open your dashboard and go to the conversation screen. On the right side, you'll see the Copilot tab next to the contact options. Click on the Copilot tab to access and start using its features. How Copilot works? Copilot is a tool that can improve communication in multiple ways. It can: - Analyze the current conversation - Draft an appropriate response - Translate messages while maintaining tone and context - Review conversation tone - Identify areas for improvement - Find relevant articles or resources related to the current conversation How to use copilot? Simply type your request in natural language, and AI Copilot will analyze it to provide the best response. You can use it to: - Draft replies - Translate messages - Improve tone For better results, make your requests clear and specific. For example, instead of saying, "Help with this reply," try, "Write a polite response explaining the delay and offering a new timeline." Additional Tips for Effective Usage - Always review Copilot's suggestions before sending - Use Copilot's recommendations to fill communication gaps - Encourage team to explore and utilize Copilot regularly