How to activate the Agent Assistant

Steps to active the Agent Assistant in a Triage

Steps to activate the Agent Assistant

1. Make sure your relevant Knowledge Sources are added and indexed in the ClearFeed web app.

2. Navigate to Settings and select the Triage tab to access your triage settings.

3. Use the Edit option to modify the settings of the required Triage channel.

4. Enable the Agent Assistant feature by toggling the respective switch.

5. Link this Triage with the required Knowledge Sources by choosing the appropriate tags. At least one Knowledge Source must be associated for generating answers.

6. While any added Knowledge Source can be associated regardless of its status, only those that are indexed or have been indexed successfully at least once will contribute to answer generation.

7. Finalize and Save your settings to activate the Agent Assistant in this Triage.

Steps to deactivate the Agent Assistant

Steps to deactivate the Agent Assistant in a Triage

1. Navigate to Settings and select the Triage tab to access your triage settings.

2. Use the Edit option to modify the settings of the required Triage channel. Disable the Agent Assistant feature by toggling the respective switch.