Configure Canned Response for Agent Copilot

Updated 

Select the set of canned responses that will be available to train the Copilot. Only the chosen responses will be considered when generating suggestions or replies.

Follow these steps to add guided workflows: 

1. Click the Configure button in the Canned Responses section. 

2. Click the Add Canned Responses button in the top right corner. 

3. On the Choose Guided Workflows screen, configure the following fields: 

  • Sync Frequency: Define how often canned responses are synchronized with the Copilot. Enter the desired sync frequency. 

  • Canned Responses Filters: Use filters to control which canned responses are included in the training process. This allows you to narrow down responses based on specific attributes.

    • Type: Select the attribute or property of the canned response you want to filter on (for example, response category).

    • Operator: Define the comparison operator.

    • Select Values: Choose the exact values that match your filter criteria.

    • Click + Add Condition button to use multiple filters. Combine them using AND/OR logic based on your use case. 

4. Click Save to finalize the configuration.