1. Introduction & Settings

 

There are two types of email bots:

  • Email Ticket Bot: Replies to customer autonomously
  • Email Chat Bot: Does not reply itself, but instead suggests email content to assist human agents.

This guide uses the Email Ticket Bot as an example to explain the basic configuration process.

1. Create a Bot

In AI Center, create the bot and select Mail Bot for the robot type.

2. Assign ticket to the bot

Navigate to Settings > Ticket Configuration > Ticket Trigger. 

Create a trigger in the ticket system. Set the condition to: "When a ticket is created, assign the ticket to the email bot."

3. Ticket Transfer from Bot to Agent

Before creating the ticket trigger of transferring to live agents, you need to add manual rules in email bot first.

Above is an example of the bot transferring the ticket to an Agent.
Elevate Your Customer Experience. See How Instadesk Can Help.

Get Started in Minutes. Experience the Difference.

Get started free
Experience the AI-Powered CX Transformation Now
Free Trial

Please enter your access password to view full content

Submit
Incorrect password. Please try again

If you're a partner but don't have a password yet,
email sales@instadesk.com

Get a Demo
  • 1~100
  • 100~500
  • 500~1000
  • 1000~5000
  • 5000+

By submitting, you agree to our Privacy Policy

Submit