Question 1
“How does the Customer Agent hand off to people, and what can it learn from?”
Answer
Answered well
The Customer Agent page explains the handoff: it routes the conversation to the right queue with a short summary and the full conversation attached. The page also lists what the agent draws on: help articles, policies, read-only order and account data, and CRM records.
Answer full page
Here is how the Customer Agent works: it answers routine questions from your help content and each customer's records, then hands anything sensitive to a person with the whole conversation and a summary attached. You set the topics it covers and the moments it steps aside. For the content types and file limits it can learn from, see the docs link below.
Open the answer page ↗| Sections in the answer page | Status |
|---|---|
| /products/customer-agentQuick answers, and a clean handoff when it matters | Answers it |
| /products/customer-agentWhat the Customer Agent can do | Answers it |
| /products/customer-agentAnswers from your content. Never from guesses. | Answers it |