How to Customize and Test AI Agent Capabilities in BoldDesk

Introduction

BoldDesk provides an AI Agent to enhance customer support experiences. This article explains how you can customize the AI Agent’s capabilities and test its functionality before publishing it to your customers.

Customizing the AI Agent

1. Access the AI Agent Details Page:

   • Access the AI Agent details section in BoldDesk by navigating to Admin -> Artificial Intelligence -> AI Agent…

2. Customize the Tone of Voice:

   • Adjust the tone of voice to match your brand’s personality.
   • Options may include formal, friendly, casual, or other tones.

3. Set the Response Length:

   • Define the length of responses based on your customer communication needs.
   • Choose between concise or detailed responses.

Testing the AI Agent

1. Use the Preview Tab:

   • Open the Preview tab to simulate real-time interactions.

2. Test with Real-Time APIs:

   • Validate the AI Agent’s functionality using mapped AI actions.
   • Ensure all configured actions work as expected during the preview.

Tips for Effective Customization

• Regularly review and refine the tone and response length based on customer feedback.
• Test all mapped actions thoroughly in the Preview tab to ensure seamless functionality.
• Use the Preview environment to identify and resolve any issues before publishing.

By following these steps, you can confidently customize and test your AI Agent in BoldDesk, ensuring it meets your business requirements before deployment.