How do I configure the integration?
Supported source documents become part of a shared knowledge workflow, with processing progress and article review visible to the team.
The useful starting point is the work already in front of the team. Keep the customer context with the conversation, and make the relevant knowledge easy to find.
Upload a supported document and review the resulting knowledge.
Bring the knowledge into the workflow.
Use the workspace's supported sources and published articles. Review generated knowledge before publishing, and keep the content your customers rely on up to date.
Source documents
Upload a supported document and review the resulting knowledge.
Keep the next action close to the answer.
An agent can review an AI draft, inspect the available analysis and related knowledge, edit the response, and send it through the existing conversation. Customers can also browse published guidance or create a ticket through the portal.
The exact workflow depends on your team's sources, permissions and plan. Explore the demo to see the current product in use.