Viewing and using the automation potential report to create or enhance AI agents (EAP)

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This article applies to AI agents - Essential and legacy AI agent functionality.

The automation potential report is currently in an early access program (EAP). You can sign up for the EAP here.

The automation potential report is a powerful tool that shows you how to leverage AI agents to automatically answer customer questions. The report analyzes your last 30 days of ticket data and provides insights on how you can increase your ticket automation rates.

Specifically, the automation potential report shows you areas where you:

Already have help center content that could be leveraged by a new AI agent to automatically answer customer questions.

Need to create help center content to allow an existing AI agent to answer customer questions.

In addition, every insight in the report is tied to projected cost and time savings, allowing you to prioritize automations with the biggest business impact. From the report, you can quickly jump to creating a new AI agent or enhancing an existing one, guiding you through the automations step by step.

You must be an admin to view the automation potential report.

This article contains the following topics:

Viewing the automation potential report

Viewing customer questions that could be answered by an AI agent

Automatically generating help center articles to close knowledge gaps

Viewing the automation potential report

You can view the automation potential report in Admin Center. The report’s results are segmented by brand, as you can have only one AI agent per brand. Within each brand's report, you can see the predicted automation potential, including cost and time savings, calculated based on a subset of tickets in your account.

To be included in the subset used for calculation, tickets must meet all of the following criteria:

One-touch tickets (solved with only one agent reply)

On one of the following channels: Web form, Email, Web service (API), or Web Widget

In a Closed or Solved status

Have had only one assignee

Ticket is public (no private tickets)

In a public group

Solved in the last 30 days

To view the automation potential report

In Admin Center, click AI in the sidebar, then select AI agents > AI agents.

Click View automation insights.

The automation potential report appears.

(Optional) Use the brand selector to the right of the report name to select the brand you want to view information for.

Review the report’s information:

The following high-level metrics estimate the time and money you could save by implementing the suggestions in the report:

Estimated automated resolution rate: The percentage of tickets that could be automatically resolved using knowledge content and AI agent capabilities. This percentage is calculated by comparing the number of one-touch tickets to the total tickets with that same topic.

Estimated cost savings: The estimated amount of money your organization could save by applying the suggestions in the automation potential report. This amount is calculated by multiplying the number of potentially automated tickets by the average cost per ticket (benchmarked at $3.50 USD).

Estimated agent time savings: The estimated number of hours your agents could save if you apply the suggestions in the automation potential report. This number is calculated by multiplying the number of tickets that could be automated by average ticket handle time (benchmarked at 10 minutes per ticket).

The Conversation insights section includes the following tabs that explore the topics your customers are submitting tickets about and whether you can handle these automatically:

Ready to automate: Shows the topics that customers are asking about that can be automated right away based on information you already have in your help center. See Viewing customer questions that could be answered by an AI agent.

Knowledge gaps: Shows the topics that customers are asking about that can’t currently be answered based on information in your help center. See Automatically generating help center articles to close knowledge gaps.

Viewing customer questions that could be answered by an AI agent

In the automation potential report, the Ready to automate tab shows topics, grouped into similar categories, where you already have articles in your help center that an AI agent could use to automatically answer your customers’ questions. From this tab, you can quickly create a new AI agent that can answer customer questions on these topics, increasing your automation rates.

To view customer questions that could be answered by an AI agent

In Admin Center, click AI in the sidebar, then select AI agents > AI agents.

Click View automation insights.

Select the Ready to automate tab.

Click a category to expand it and review its information.

Tip: Categories are marked as high, medium, or low impact based on their estimated automation rate, cost savings, and time savings. For the biggest benefit, prioritize high-impact categories.

Here, you can see how many tickets your customers submitted that matched this category. You can also see the estimated automation rate, cost savings, and time savings for this category specifically.
Within the category, you can see individual topics that you already have help center articles about, which could be used by an AI agent to answer customer questions about these topics. You can also see example tickets related to this category, which you can open to confirm that the topic and the conversation in the ticket match.

Hover over a topic within the category and click View sample response.
A panel on the right appears, showing how an AI agent could use your existing help center content to answer a hypothetical question from a customer about this topic.

Repeat the step above for as many topics as you want to view sample responses for.

Click Create AI agent to create a new AI agent.

After the AI agent is published, your new AI agent can use your existing help center content to generate answers to customer questions about any of the topics, across all categories, identified in the automation potential report.

Automatically generating help center articles to close knowledge gaps

In the automation potential report, the Knowledge gaps tab shows topics, grouped into similar categories, where you don’t currently have any help center articles that the AI agent can use to answer customer questions about the topic. From this tab, you can quickly create articles using generative AI to fill these gaps and automate future tickets on these topics.

To automatically generate an article to close a knowledge gap

In Admin Center, click AI in the sidebar, then select AI agents > AI agents.

Click View automation insights.

Select the Knowledge gaps tab.

Click a category to expand it and review its information.

Tip: Categories are marked as high, medium, or low impact based on their estimated automation rate, cost savings, and time savings. For the biggest benefit, prioritize high-impact categories.

Here, you can see how many tickets your customers submitted that matched this category. You can also see the estimated automation rate, cost savings, and time savings for this category specifically.
Within the category, you can see individual topics that would benefit from a help center article. You can also see example tickets related to this category, which you can open to confirm that the topic and the conversation in the ticket match.

Hover over a topic you want to create a help center article for and click Generate article draft.
You’re taken to the article editor in Knowledge, where the draft of an article is automatically generated for you based on your ticket data from the last 30 days.

Review the content of the article and edit it as necessary.

Configure the article’s settings, including its viewer permissions and placement within your help center.

Note: If you restrict the article’s viewer permissions, see Using restricted help center content in AI agent responses for information on how the AI agent can use its content in responses to customers.

Save and publish the article.

After the article is published, your AI agent can begin using it to generate answers to customer questions after it has been reindexed by your help center, which usually takes a matter of minutes.