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AI agents and automation best practices


Best practices: Preparing your help center for generative AI

Generative AI is shaking up the world of customer support. Here’s how to ensure your customer service help center is ...

Edited Mar 27, 2025

0 votes  ·  0 comments

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Improving autoreply metrics for article recommendations

What's my plan? Suite Any plan This functionality is part of AI agents - Essential. Autoreplies me...

Edited Mar 19, 2025

6 votes  ·  6 comments

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Best practices: Tracking autoreply usage with triggers, views, and workflows

What's my plan? Suite Any plan This functionality is part of AI agents - Essential. Figuring out the bes...

Edited Mar 19, 2025

9 votes  ·  8 comments

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Best Practices: Using labels to optimize your article recommendations

What's my plan? Suite Growth, Professional, Enterprise, or Enterprise Plus Support with Guide all pl...

Edited Mar 06, 2025

10 votes  ·  23 comments

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Optimizing your help center content for AI agents

What's my plan? Suite Any plan If you're using features such as AI agents that draw information f...

Edited Mar 27, 2025

6 votes  ·  23 comments

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Messaging recipe: Checking agent availability during an AI agent conversation (Legacy)

What's my plan? Suite Enterprise or Enterprise Plus This article describes fun...

Edited Mar 26, 2025

2 votes  ·  3 comments

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Messaging recipe: Getting external data for your AI agent for messaging (Legacy)

This article describes functionality available only to customers who had a drafted or p...

Edited Mar 26, 2025

4 votes  ·  3 comments

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Best practices for advanced AI agent tone of voice

The tone of voice of your AI agent represents your brand identity. And it is something that changes slightly dependin...

Edited Feb 11, 2025

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About conversation design for advanced AI agents

Structuring your replies is one of the most important tasks that you can undertake and it requires thinking about con...

Edited Feb 11, 2025

1 vote  ·  0 comments

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Best practices for conversation design for advanced AI agents

Building replies can be intimidating at first, but fret not - we have got you covered with our best practices and tri...

Edited Feb 11, 2025

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Building an advanced AI agent persona and tone of voice

Before creating the dialogues and conversation flows with your AI agent, it’s important to take some time to decide o...

Edited Feb 11, 2025

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