Creating an automation report for advanced AI agents

What's my plan?

Add-on | AI agents - Advanced

This article covers:

What is an Automation Report?

Creating your first Automation Report

I don't have data in the AI agents - Advanced Dashboard yet

I already have data in the AI agents - Advanced Dashboard

Creating another Automation Report

What is an Automation Report?

It is the report generated by our AI through analyzing your historical data and comparing it to a benchmark. By utilizing our AI, the Automation Report demonstrates the potential for automation within your existing customer support workflow. In addition, it gives you an insight of what the actual most frequently asked questions are based on your historical data.

If you want to learn more about the Automation Report, we recommend that you read the article Automation Report explained.

Create your first Automation Report

Your historical data is a must for this! Do you have data in the AI agents - Advanced Dashboard yet?

I don't have data there yet

I already have data there

I don't have data in the AI agents - Advanced Dashboard yet

Don't worry if your data has not been imported to our Dashboard yet. You can easily import it from one of the CRM platforms we support:

Zendesk Chat

Zendesk Support

Salesforce

In addition, you can import your data manually using a .tsv file. Detailed steps and data import template can be found in this article.

I already have data in the AI agents - Advanced Dashboard

If you already have data in our Dashboard, or have just imported it, you can generate an Automation Report with it.

Go to Training Center > Automation Reports, and click Generate Report. A drawer will pop out from the right.

In the drawer:

Timeframe - we recommend selecting no more one month of data to get started

Benchmark Model - this model will be used as a benchmark to measure the automation potential of the messages to be imported

Read about benchmark models in AI benchmark models.

Creating another Automation Report

Go to Training Center > Automation Reports, and click New Report.

Select From Existing Messages if your AI agent has been live for a while, or From File if you're importing data manually and have a .tsv file ready

When From Existing Messages is selected, in the drawer:

Timeframe - we recommend selecting one month of data to get started

Benchmark Model - this model will be used as a benchmark to measure the automation potential

Read about benchmark models in AI benchmark models.

Related articles:

Automation Report explained

Manually import historical data

Importing data from Zendesk Chat

Importing data from Zendesk Support

Importing data from Salesforce