ClearBot Assist

ClearBot Assist helps you find answers from your knowledge base, summarize long threads, find previous requests, and send quick replies from the triage channel.

To use ClearBot Assist's AI Agent functionality, make sure you have configured AI Agents. Learn how to do that below:

AI Agents

Use ClearBot Assist

1. Go to your Triage Channel

2. You will find the ClearBot Assist button in the ticket message

ClearBot Assist on the triage channel

To Chat with an AI Agent

1. Open the ClearBot Assist

2. Choose the AI Agent you want to chat with

1. Type a question or action and hit submit

2. The AI Agent will generate a response from its configured knowledge base.

   1. Post the response in the thread

   2. Edit the response and then post it

1. You can also instruct the AI Agent to take actions on your configured Integrations.

To Summarize Requests

1. Open the ClearBot Assist

2. Click on Summarize the thread

3. You will be presented with a summary of the entire thread. You can further:

   1. Post the summary to the thread

   2. Edit the summary and then post it to the thread

To See Previous Requests

1. Open the ClearBot Assist

2. Click on Show Previous Requests

3. We will show last 5 requests from the customer with links to the relevant Slack thread

To Send Quick Replies

Learn how to configure Quick Replies here.

Quick replies are text templates that can be quickly inserted into conversations.

1. Click on the ClearBot Assist button

2. Select a reply from the dropdown

   1. You will see the content of the selected Quick Reply

3. You can click on Post to Thread to directly post the message

   1. You can also copy and paste the content to the Slack message editor, make changes and send the message