1. To get started, click on the Admin tab.
2. Next up, click on Agents.
3. After that, click on "New agent".
4. Now, choose the agent type, email address, time zone, language, roles, etc.
5. Once done, specify the scope for ticket visibility of the agent.
6. Finally, click on "Create agent".
7. You have successfully created an AI agent in Freshdesk.
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How to Create Freshdesk AI Agent: Step-by-Step Guide
Start by navigating to the Admin section of your dashboard. This area houses all the settings you’ll need to manage your account and configure agents effectively.
Once you’re in the Admin panel, look for the Agents option. This is where you can view and manage all the agents assigned to your support team.
To add a new team member, select the "New agent" button. This will open the form where you can enter their details and settings.
On this screen, fill out the necessary information such as the type of agent, their email address, preferred time zone, language, and assign relevant roles or permissions to define their access level.
Next, determine the range of tickets the agent can see by setting their visibility scope. This controls which customer requests they have access to and helps organize your team's workflow.
After reviewing all the details, confirm the setup by clicking the "Create agent" button. This will add the new agent to your Freshdesk account.
Congratulations! Your AI agent has been successfully added to Freshdesk and is now ready to assist your support team.
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FAQs
What is a Freshdesk AI agent?
A Freshdesk AI agent is an automated support agent that uses artificial intelligence to assist with ticket management, answer customer queries, and improve support efficiency within the Freshdesk platform.
How do I start creating a Freshdesk AI agent?
Start by navigating to the Admin tab in your Freshdesk dashboard. From there, select Agents and click the "New agent" button to begin creating your AI agent.
What details are required when creating a new AI agent?
You will need to provide the agent type, email address, time zone, language preferences, roles, and ticket visibility scope to set up your AI agent effectively.
Can I customize ticket visibility for my AI agent?
Yes, while creating the agent, you can specify the scope of tickets the AI agent can view by configuring ticket visibility settings to maintain workflow organization.
Is it necessary to assign roles to the AI agent?
Assigning roles is important as it defines the level of access and permissions an AI agent has when managing tickets and interacting within Freshdesk.
How do I confirm the creation of the AI agent?
Once all details are filled out and reviewed, click the "Create agent" button. A confirmation message will indicate the AI agent is successfully added to your account.
Can the AI agent's language and time zone be changed later?
Yes, you can update the AI agent’s language and time zone settings anytime from the Admin > Agents section within your Freshdesk dashboard.
What roles are available when creating an AI agent?
Freshdesk provides various roles such as Administrator, Support Agent, or Custom roles to tailor access rights and capabilities of your AI agents.
Can I integrate the AI agent with other Freshdesk features?
Yes, the AI agent can interact with Freshdesk features like ticket automation, reporting, and customer support workflows to maximize efficiency.
Where can I learn more about interactive demos like this one?
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