Supercharge your customer support with eDesk's AI, which provides crafted, personal replies for your most common customer queries, and buys time for you to devote to the rest of your Mailbox. 

This helpfile explains what eDesk's clever AI features - Agent Assist and HandsFree - look like in your Mailbox, and describes how to use them.

Before you start

  • You need to be on a ticket-based plan. Learn about our plans here.
  • Read this help file for an introduction to eDesk's Agent Assist and HandsFree AI features.
  • Before you start to use eDesk's AI features, you'll need to enable Agent Assist or HandsFree for each Classification in eDesk. You may also want to set up AI templates so that the AI replies match your brand. Follow the steps in this helpfile to set up your AI templates and enable Agent Assist or HandsFree for each Classification in eDesk.

01 eDesk AI Refresher

So how does eDesk's AI work? When a ticket first appears in the Mailbox, eDesk's AI reads the customer's message and if it matches one of the AI Classifications, it will create a personalized AI-powered reply that's based on a template assigned to that Classification. There's an AI Classification in eDesk for 34 common customer queries. Some examples of AI Classifications are Where's my Order? or Refund.

eDesk provides a ready-to-use template for each of its 34 Classifications, so that you can start using eDesk AI straight away. These out-of-the-box templates have been set as the Primary template, which means that they can be selected as the AI-powered response when using Agent Assist or as the automatic AI-powered response if this Classification is set up to use Handsfree. You can edit the out-of-the-box templates to suit your company's requirements, or you can create your own custom template and assign it to the Classification as a Primary or Secondary template. 

Once eDesk's AI has classified the incoming customer message, it will put an AI-powered summary of the customer query in the Latest Update column for that ticket in the Mailbox view. It will then:
  • If Agent Assist is enabled for that Classification, it will offer suggested AI replies to the Agent, who can decide to send an AI-powered response to the customer, edit and send an AI-powered response to the customer, or ignore the AI Replies and write their own message to the customer.
  • If HandsFree is enabled for that Classification, it will send an AI-powered response back to the customer immediately. The AI-powered response is based on the Primary template. 

02 How do I use Agent Assist?

When the eDesk AI classifies the ticket based on the first incoming message from the customer and selects the Primary template for the classification, a Sparkle icon will appear by that ticket in Mailbox:

1. Select the Sparkle icon to display a pop-up showing the original message, the AI powered summary, and finally the suggested AI Reply that's based on the Primary template.

2. Review the AI-powered response.

3. If you want to edit the AI-powered response, click in the Reply Box for the AI-powered response and edit the text. Alternatively, you can enter your own message instead.

If you don't want to do any of this and instead want to see more suggestions for AI-powered responses, you can select the ticket in the Mailbox listing to open it. Suggested AI-powered responses based on the Primary and any Secondary templates will also be displayed in the Reply Box. You can select an AI-powered response, edit it, or write your own response as you prefer. 

4. When you are happy with the message, simply press Send. This will send the message to the customer and change the ticket status to Waiting. Learn more about ticket status here.

Pro Tip: if you want to blitz all of the tickets that have been classified by AI, you can sort the list of tickets by clicking the Sparkle column header which will display all the AI tickets next to one another so they are easy to work through.

 02 How do I use HandsFree?

As the name suggests, HandsFree saves hours of manual work. In fact, you don't have to do a thing! You won't have to read and answer endless messages for those common queries that arrive all the time. Instead HandsFree will respond to common queries for you, automatically sending an AI-powered response to the customer without the need for any intervention from an Agent. Your customers will get immediate responses, day or night, and your Agents will get more time to deal with more complex cases.

You'll enable HandsFree for specific classifications. Once you've done that, no Agents need ever answer that type of query again!

HandsFree is driven by AI classification and the Primary template, just like Agent Assist. You have total control over the AI-powered response that's sent for that Classification by setting up its Primary template.

For example, if eDesk AI has classified a ticket as a refund request, you can associate this Classification with a template you’ve composed for this specific instance that asks for a picture of the item in question or describes the process you’d like the customer to follow for you to process the refund. 

Once HandsFree has replied to the customer, eDesk changes the ticket status to Waiting. Learn more about ticket status here.

Note: You'll need to enable either Agent Assist or HandsFree or No AI for each Classification. You can't enable both Agent Assist and Handsfree for the same Classification because they work in different ways.

03 Important points to note for both Agent Assist and HandsFree

  • Only the first incoming message in the ticket will be classified by eDesk's AI. Further customer messages in the ticket thread must be handled manually by an Agent.
  • There must be a sales order attached to the ticket in order for it to be classified.
  • For each classification, we will have automatically created a template and assigned it as the Primary template but these can be edited or you can create your own.
  • Any templates that are not the Primary template are called Secondary templates. AI-powered responses that use Secondary templates are suggested only inside the ticket when using Agent Assist.
  • HandFree is disabled by default. This means that no AI-powered responses will be sent automatically for a customer message that is grouped under that Classification unless you deliberately enable HandsFree for that Classification.

Further Readings


For an introduction to eDesk's AI, click here

To learn how to set up eDesk's amazing HandsFree and Agent Assist AI features with templates, click here.