Agent Assist Configuration
Once Agent Assist is installed , you can follow the below steps to configure Agent Assist in the Enjo dashboard.
- Add widget in Enjo dashboard
- Configure widget details
Step 1: Log in to your Enjo dashboard.
Step 2: Go to Settings --> Apps --> Choose your ticketing system --> Configure --> Enable the "Enjo widget" button.
Step 3: Go back to the Enjo dashboard --> click on “Agent Assist” in the side panel.
Step 4: Click on the “Add widget '' button on the top right corner.
Step 5: Select your ticketing system - for example: "Salesforce Cases".
Step 6: Choose your Salesforce connection and click the "Next" button.
Step 7: Add your Salesforce subdomain and click "Add".
Step 1: Click on the newly created widget and select "View details".
Step 2: Adjust settings as necessary under 'AI Insights' and 'AI agent chat'.
Step 3: On the 'AI Insights page, click on “New Prompt” to customize the prompt for generating the case summary.
Step 4: Map the widget to the required AI agent on the 'AI agent mapping' page.
Step 5 : Click on “Add Mapping” and choose the AI agent and the corresponding cases. The default is to map all cases to the AI agent. You can also set some case filters and map only those cases to the corresponding AI agent.
Step 1: Configure Customer and Question Context
- Go to the AI Insights tab and click Manage under customer and question context to fetch case details.
Step 2: Customise the Fields to Match Your Internal Naming Conventions
- For each field selected, Customize it to align with your company’s specific terminology (e.g., change "Account ID" to "Customer Account Number").
- Ensure that the new field names are relevant to the context of your support processes.
Step 3: Apply Changes and Save Configuration
- Once you’ve renamed the fields, click Save to apply the changes.
- These changes will now be reflected in AI Answers , Case Summary and KB generated.
Go to AI insights tab and Click on Image Support to enable or disable the image processing for case details to generate AI summaries, answers, and knowledge.
