AI
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[context] use private / internal knowledge source for AI answers
Problem: issue is the need to make all content public, for both knowledge centre and 3rd party sources. For some of the use cases were want to use, privacy issues prevents us from using it. The inability to nominate multiple sources would be anoth...
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3
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Check if an answer respect company policies before sending
Automatically check an answer before it's sent, to make sure it respects company preferences and guarantees quality. Like: Formatting: Tone, spelling, names, attachment... Policies: Message validated by a manager if the customer is close to renewa...
0
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6
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[granularity] AI summary at the contact and account levels
See a summary of conversations with a specific contact See a summary of conversations with a specific customer/account review all email correspondence with the client account list all references to the word 'transfer pricing' with date, subject he...
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3
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4
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Show summaries for all conversation previews
Show the conversation summaries when it can help understand what a conversation is about, across the app so a user can work faster. For example, showing the summaries on conversation previews in the inbox view the search view linked conversation t...
0
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4
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3
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2
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[core] AI tagging to support a default "other" tag
"Other" tag: It would be nice that if the AI tagging couldn't find a matching tag, that it would automatically apply an "Other" category tag. That allows up to review and account for new categories or potentially a need to re-train the AI tags. Po...
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6
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[core] AI tagging rule to support more triggers (e.g move, new inbound conversations)
Ideally, we'd want every conversation in our shared inboxes to get tagged so they can be triaged to the appropriate inbox. The AI tagging rule doesn't support moves Trigger on New Inbound Conversations Only: The AI tagging rule doesn't seem to sup...
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