AI Chatbot for Agents

Extend the conversational AI assistance to AI Admins themselves – so that AI Admins can ask the AI Chatbot questions and get answers conversationally, right from their Admin Portal and active Service Records.

Requirements:

• Spaces activated and enabled

• SysAid Copilot license with AI Chatbot enabled

Why AI Chatbot for Agents?

AI Chatbot for Agents delivers real-time, tailored AI responses, addressing agents' specific needs and inquiries in a conversational setting. Agents can effortlessly resolve issues without ever leaving the Admin Portal.

AI Chatbot for Agents also suggests solutions and Message drafts contextually, from within any ticket the AI Admin is working on. This not only eliminates the need to explicitly seek the right solution outside of the service record, but also saves the AI Admin time writing Message drafts to the Request User.

Where to find AI Chatbot for Agents

AI Admins can access the AI Chatbot for Agents from anywhere in the SysAid Portal, with an option to minimize, resize, or expand it.

To launch the AI Chatbot from the Admin Portal in Spaces (from the Service Record or the Queue), click on the AI Chatbot icon.

AI Chatbot for Agents: Capabilities

Conversational assistance

• Get Service Record info conversationally

• Provide a suggested solution

• Provide task suggestions from Task Advisor: which Service Record to work on next

• Draft a message to the Request User

AI Asset Management

When viewing a Service Record, the agent can get various information about the associated asset. This includes information about the CPU and storage capacity, installed software, warranty expiration, and more.

This information will be shown only to agents who have permission to view the related asset data. To learn how to update asset data permissions for users and groups, see our Admin Administrator article.

Visibility, knowledge, and measurement

Data Pool

Get answers based on the Data Pool’s AI Agent Datasets (Admin-only knowledge)

AI Usage dashboard

Track AI Chatbot for Agent activity

Monitor and fine-tune

Navigate to or delete past Chat threads. (monitor and fine-tune the answers provided to admins by the chatbot)

Settings

Configure AI Chatbot for Agents