Agent Assist Configuration

Once Agent Assist is installed in Salesforce, you can follow the below steps to configure Agent Assist in the Enjo dashboard. 



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 “Manage Prompt” to customize the prompt for generating the case summary.

Step 4: Click on "Resolution Note" to select the resolution field you want to consider while generating the KB.

Step 5: Map the widget to the required AI agent on the 'AI agent mapping' page.

Step 6: 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.