Generating an AI Summary

Configuring AI Integration

Use the AI Summary option on the Incident toolbar to generate a one-sentence and detailed summary of the incident. It is generated after the AI engine is sent the incident’s description, resolution, work history, correspondence history, rep and customer chat history. This summary can also be appended to the end of a new correspondence by selecting the AI Incident Summary icon from the Correspondence toolbar. It will appear above the rep’s signature if configured in their Desktop Preferences.