Shipped AI CX Agent Set Up Guide


Shipped
Last Updated: 4 months ago

Get ready to enhance your customer experience effortlessly with the Shipped AI CX Agent. This setup guide simplifies the process of integrating this advanced AI solution into your business. Follow straightforward steps for installation and customization, ensuring your organization is equipped to deliver top-notch customer satisfaction.

If Shipped AI CX Agent is not enabled on your account, contact us at support@invisiblecommerce.com.

Configurations

In the AI Agent Configuration, you can provide the guardrails for the types of tasks it can perform or when it needs to ask for higher-level approvals.

Core Logic

Specify the essential policies that the AI CX Agent must adhere. For instance, not allowing order cancellations.

To set up Core Logic:

  1. In the AI Agent > Settings page, enter any core policies in the "Core Policies" field.

  2. Click "Save".

Conversations - Auto End Period

Set a predetermined time limit for idle conversations, after which they will be automatically end. Once a conversation has ended, it cannot be resumed, requiring the customer to initiate a new conversation for further assistance.

There are two types of conversations; synchronous and asynchronous. Synchronous conversations refers to chat like channels, such as chat, Instagram direct message, and FB messenger. Where asynchronous conversations are channels where the customer may not respond immediately, such as emails and SMS.

To set Auto End Period:

  1. In the AI Agent > Settings page, enter the desired value into the "Sync Auto-End Period" and "Async Auto-End Period" fields. Leave blank for the default settings.

  2. Click "Save".

Channels

The Shipped AI CX Agent provides comprehensive multichannel support to optimize customer assistance. It seamlessly integrates with your current customer support platform, can be embedded as a standalone widget within your UX experience, and supports customer engagement through SMS text. The flexibility allows you to enable as many channels as deemed necessary.

To enable each desired channel, go to the relevant article for details instructions.

Advanced Customization

You have the ability to tailor the AI CX Agent through advanced customization and configuration settings. The following customizations are available, and you can find detailed setup instructions by clicking into each respective article.

Personalities

Create personalities for your virtual agents. This ensures that your virtual agent's tone, behavior, and demeanor align seamlessly with your brand. Feel free to add multiple personalities and assign them to different virtual agents as needed.

Set up AI Personalities

Virtual Agents

Create virtual agents to serve as your AI CX Agent. Each agent can possess a distinct personality and background story, enhancing their personability and relatability to your customers.

Set up Virtual Agents

Articles

If you maintain an internal knowledge base or articles utilized by your customer support team to address inquiries, you can integrate this knowledge into the AI CX Agent. This enables the AI to retrieve information from your knowledge base to help resolve customer support tickets.

Set up Articles

Standard Operating Procedures (SOP)

The SOPs allows your to provide specific guideline and instructions to the AI Agent to handle the various contact reasons. This is use in conjunction with the core logic in place to ensure that the tickets are resolved per your standard process.

Set up SOPs


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