AI Assistant
Internal AI assistant for staff: summarise records, draft ticket replies, answer platform questions, and run semantic search across your data.
How the AI Assistant Works
Internal AI assistant for staff — summarise records, draft replies, semantic search, and how AI connects to other platform modules.
How the AI Chatbot and Live Chat Work
The relationship between the AI Support Chatbot and Live Chat, how they form a two-layer support pipeline, and where to configure each.
Asking the Assistant to Do Things
The built-in assistant can now carry out actions for you — and always asks before it changes anything.
AI Assistant Overview
What the AI Assistant can do and how to open it from anywhere in the platform.
Semantic Search
Find tickets, companies, contacts, deals, projects, documents and KB articles from the command palette, ranked by relevance.
Draft Ticket Replies with AI
Generate a suggested reply from the ticket thread, then edit before sending.
AI Governance and Usage Limits
Who can use the AI features, what they can reach, how actions are confirmed, the monthly usage allowance and where your data goes.
Need help with AI Assistant?
Our support team responds within one business day.