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. It is available to all users. However integration with AI Agents requires subscription to a plan including AI credits.

Note: Currently, ClearBot Assist is available only in triage channels (such as Slack) and is not yet available in the ClearFeed WebApp.

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

AI Agents

How to 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

Clearbot Assist is integrated with any AI Agents configured in your ClearFeed account. To configure AI Agents, please see AI Agents Documentation

1. Open the ClearBot Assist

2. Choose the AI Agent you want to chat with

1. Type a question or action and hit submit. Note that the AI Agent will have access to the conversation history in the ticket in addition to any configured knowledge bases.

2. The AI Agent will generate a response, based on which you can:

   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