Reduce support tickets with an AI agent

Step by step

Reduce support tickets with AI, one step at a time

1. 1

   Train on the content behind your tickets

   Add the pages, policies, and documents that answer your most repeated questions under Training Data, and wait for the sources to show Indexed.

2. 2

   Add instant answers for the top questions

   Give your ten most repeated questions a word-for-word Instant Answer each, written in the wording customers actually use.

3. 3

   Publish where questions arrive

   Install the widget from Deploy, and connect the channels your customers already use: WhatsApp, Instagram, Messenger, or your store.

4. 4

   Set up clean human handoff

   Set your availability to Online or Away, watch the Needs agent filter in the Inbox, and use Assign to me to take over. The agent keeps answering until a teammate is assigned.

5. 5

   Turn corrections into better answers

   When the agent gets something wrong, use Fix answer under the message, edit the reply, and choose Save Instant Answer so the same question is answered right next time.

6. 6

   Review and retrain weekly

   Watch the Inbox and Analytics for questions the agent declined or escalated, add the missing content, and retrain as your policies change.