Agent Assist Applications in MAX

This topic is for agents. If you're an administrator, see the page about Agent Assist Hub.

Agent assistants are programs that help you when you handle interactions. They're like having a personal assistant who finds information or offers advice while you talk to the contact. During an interaction, agent assistants display information on a slide-out panel in MAX. The information may include: 

  • Answers to your contact's questions. Information can come from your company's FAQs or knowledge base articles.
  • Suggested replies that are relevant to the current conversation.
  • Other information, such as checklists for compliance or forms to complete.

The kinds of assistance available to you depends on the agent assist applications that your organization has decided to use.

Marilla Cuthbert is a customer service agent with Classics, Inc., a bookseller. One day, a caller asks about the cloud storage service that Classics, Inc. offers for e-book purchases. The agent assist program listens to the conversation and determines what the contact's question is. Then it finds three FAQ answers that best fit the question.

Marilla scans the provided answers and decides that the second one is the best answer. The contact is asking where her e-books and other data are kept. Marilla uses the FAQ answer to explain how data storage with Classics, Inc.'s service works and where the contact's books and data are kept. The contact is happy with the answer.

Marilla was able to save some time on the call and provide accurate information thanks to the agent assistant.

Agent Assist Panel in MAX

The agent assist panel slides out from the right side of MAX at the start of an interaction. The information that the panel shows you depends on the kind of agent assistant your company uses. MAX supports several agent assist applications.

You can click the double-arrow icon The icon that opens and closes the agent assist panel in MAX. It's two less-than symbols side by side. in the top right corner of MAX to collapse and reopen the panel. The agent assistant continues to work even if you collapse the panel.

If you don't have the slide-out agent assist panel in MAX, your company might not be using agent assistants. Or, your company may have configured them to show up a different way. They might appear in a website or your CRMClosed Third-party systems that manage such things as contacts, sales information, support details, and case histories. application. If you have an agent Assist panel in MAX, it may look different from the examples on this page. Each company has different needs and sets up agent assistants to best meet those needs. Your administrator can answer any questions you have about if and how your company uses agent assistants.

Knowledge Assistance

Some agent assistants provide possible answers to your contact's questions. They can find knowledge base articles or FAQs that help you respond to the contact.

This kind of agent assistant can help with chat and voice interactions. It "listens" to the conversation and analyzes it. When the assistant has information for you, it appears on the agent assist panel in MAX . The assistant continues to listen during the whole the interaction. It updates the panel when it detects that the contact's needs have changed.

If your company uses the agent assist panel, all suggestions from the agent assistant appear on the agent assist panel in MAX. If your company has a different way of providing answers to you, MAX won't have the panel.

The example image shows Google Contact Center AI (CCAI), which provides knowledge assistance in MAX. In addition to offering FAQ articles, CCAI provides:

  • Smart Reply: Smart reply offers suggestions for what to say to the contact next. CCAI displays suggestions in real time based on the current conversation.
  • Confidence Scores: A score appears for each suggested FAQ and smart reply. The scores range from 1-100, with higher numbers being better. Use them to help you decide which FAQ or reply is the best one to use.

If your company uses a different informational agent assistant, the agent assist panel in MAX will look different. Or your company might not use the agent assist panel in MAX. Ask your manager for more information about agent assistants your company uses.

Suggested Replies and Next Best Actions

Some agent assistants offer suggestions about how to respond to the contact. The suggestions might be:

  • Specific things you can say to the contact in response to their sentimentClosed Overall mood or result of the interaction as determined by analysis of words, phrases, and context of the transcript. or current question.
  • Knowledge base articles or FAQ responses to send to the contact.
  • AI-generated messages based on knowledge base articles or FAQs. This allows you to offer help in a conversational manner instead of having the contact read an article on their own.
  • AI-generated messages based on the context of the conversation itself.
  • Reminders to do or say certain things during the conversation, such as offering to sign the contact up for a newsletter or thanking them for their loyalty.

Suggested responses update in real time as the conversation continues. This means the options available to you are always appropriate and relevant. Responses appear on the agent assist panel in MAX.