Virtual Agent Chat Bot
2 guides
Chat Bot and Chat Profiles
Halo PSA's chat bot functionality enables users and agents to interact and perform tasks via chat. The system requires a configurable chat profile to manage responses and procedures. Key features include user verification, starting live chats, and utilizing AI for translation and interaction. The chat bot can guide users through processes like ticket logging and handle translations with Azure. Customizable chat profiles dictate responses and start conditions, and chat auditing is available from version 2.208 onwards. The chat area consolidates chat management for agents.
Conversational Agents
The guide provides a comprehensive overview of virtual agents in Halo's chat bot, detailing their functions for both end-users and agents. It explains how to use virtual agents to search knowledge bases, log or update tickets, and manage service requests. The article also covers customizing virtual agent functions and creating new agents, including setting up AI connections with OpenAI or Azure OpenAI. Specific features like uploading attachments and custom function setups are highlighted, with instructions on configuring these tools for enhanced efficiency and service delivery within chat profiles.