Set up the Support Desk AI agent
On this page
Choose a reply mode
- Open Settings → AI Agents → Support.
- Choose the reply mode for your team. Draft prepares a suggested reply for staff to review and send. Auto-send sends qualifying replies according to your escalation threshold. Disabled turns off Support AI replies.
- Add any custom support instructions your team uses, such as when to escalate a ticket. Save your settings.
Test on a sample ticket
Start in Draft mode. Open a sample ticket linked to a test customer and review the suggested reply. Check that it uses the ticket history and relevant knowledge base articles before enabling automatic replies.
Self-learning from Support tickets
When Inbox → Settings → AI Learning is ON, resolving/closing a Support ticket that has a human agent reply extracts FAQ suggestions into the same review queue as inbox learnings (Settings → AI Agents → Knowledge Base).
- AI-only tickets (no human reply) are skipped — we learn from staff answers, not bot chatter
- Suggestions stay pending unless auto-approve is enabled
Tips for better answers
- Keep customers linked on tickets (email/phone match) so 360 + memory load
- Turn on Inbox → Settings → AI Learning so Support resolutions grow the FAQ KB
- Review pending FAQ suggestions regularly — approve good ones so the agent stops reinventing answers
- Put site-specific procedures in the knowledge base (power/fibre/site SOPs)
- Use Support custom instructions for tone or escalation rules unique to your team
