Answer Bot uses machine learning to respond to support tickets by sending an automated email that lists potentially relevant knowledge base articles. This encourages self-service in your customer base, and raises awareness of your knowledge base offerings. It analyzes titles, text, and labels to select the best articles in your Help Center.
This article covers the following topics:
Answer Bot requirements
In order to use Answer Bot, you must meet the following requirements:
- Be a subscriber to Guide Legacy or Professional
- Have an active Help Center with at least 10 English-language articles
- Be set up to receive English-language tickets
The Answer Bot management page
You can open the Answer Bot management page by clicking the Admin icon () in the sidebar, then selecting Business Rules > Answer Bot.
Monthly activity summary
The montly activity summary displays information Answer Bot activity, including:
- Successful resolutions, the number of support requests marked by customers as Solved because of a suggested article.
- Available resolutions, the number of remaining resolutions based on the selected Answer Bot subscription limit.
- Days remaining, the number of days left in the current Answer Bot subscription cycle.
In this section, you can also open the Answer Bot subscription management page, by clicking the Manage button.
Answer Bot triggers
The Answer Bot triggers section lists all active triggers with the Notification: Answer Bot action enabled. It displays the trigger names and usage numbers for the past 30 days.
In this section, you can also open each trigger's edit page, by clicking the Edit button. For more information on creating triggers for Answer Bot, see Creating new triggers for Answer Bot
The Recommended triggers section offers suggestions for triggers that run on ticket creation, that could be improved by adding an Answer Bot notification. It displays the trigger name, how often the trigger was used in the previous 30 days, and the estimated number of potential resolutions.
In this section, you can also open each suggested trigger's edit page, by clicking the Edit button. For more information on modifying triggers for Answer Bot, see Converting an existing trigger for Answer Bot.
Understanding the end-user experience
With Answer Bot enabled, the end-user receives an automated email response to their support request. The email looks like a standard auto-response, with a list of suggested articles and other information provided by the placeholders used in the Answer Bot trigger.
For more information on placeholders, see Creating new triggers for Answer Bot.
From here, the end-user can perform a number of actions, including:
- Clicking any of the suggested article links. This opens the Help Center article in a new tab. From there, the user can read the article, click to see to their help request, and indicate whether it helped them answer their question:
- Clicking the request number opens the request in a new tab.
- Clicking Yes, close my request opens the article in the Help Center, and closes the help request.
- Clicking No opens an optional feedback window, asking for more information about why the article didn't help.
- Reading the top suggested article. The entire article is included in the email.
- Clicking the Yes, close my request button, for any of the suggested articles. This opens the article in the Help Center, and closes the help request.
- Clicking No beneath the top suggested article opens an optional feedback window, asking for more information about why the article didn't help.
End-users can return to the email and access the links as often as necessary.