{"id":34173,"date":"2026-02-14T11:56:55","date_gmt":"2026-02-14T11:56:55","guid":{"rendered":"https:\/\/help.desk365.io\/en\/?post_type=docs&#038;p=34173"},"modified":"2026-04-04T08:35:37","modified_gmt":"2026-04-04T08:35:37","slug":"ai-agent-setup-guide","status":"publish","type":"docs","link":"https:\/\/help.desk365.io\/en\/articles\/ai-agent-setup-guide\/","title":{"rendered":"AI Agent in Desk365"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"34173\" class=\"elementor elementor-34173\" data-elementor-post-type=\"docs\">\n\t\t\t\t<div class=\"elementor-element elementor-element-387b6de e-flex e-con-boxed e-con e-parent\" data-id=\"387b6de\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1f4de65 elementor-widget elementor-widget-template\" data-id=\"1f4de65\" data-element_type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"container\" data-elementor-id=\"35523\" class=\"elementor elementor-35523\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9dbc061 e-flex e-con-boxed e-con e-parent\" data-id=\"9dbc061\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4e5d324 elementor-widget elementor-widget-html\" data-id=\"4e5d324\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<div style=\"display:inline-flex; align-items:center; gap:12px; padding:10px 16px; border:1px solid #D3D5E2; border-radius:10px; font-family:Roboto, sans-serif; font-size:18px; color:#444963; background:#ffffff;\">\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Available with:<\/span>\n<span style=\"display:inline-flex; align-items:center; gap:8px;\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n<circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n<path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n<\/svg>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Plus<\/span>\n<\/span>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">|<\/span>\n<span style=\"display:inline-flex; align-items:center; gap:8px;\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"22\" height=\"22\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"display:block;\">\n<circle cx=\"12\" cy=\"12\" r=\"9\" stroke=\"#3F51BF\" stroke-width=\"2\"><\/circle>\n<path d=\"M8.5 12.3L10.8 14.6L15.8 9.6\" stroke=\"#3F51BF\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path>\n<\/svg>\n<span style=\"font-family:Roboto, sans-serif; font-size:18px; color:#444963; line-height:1;\">Premium<\/span>\n<\/span>\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d80daa9 elementor-widget elementor-widget-video\" data-id=\"d80daa9\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/FzO5zevR0IQ?si=i0BnIMgNcF1QVjBo&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75c89d9 elementor-widget elementor-widget-text-editor\" data-id=\"75c89d9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Desk365\u2019s AI Agent helps you deliver instant, accurate, and consistent support by answering customer questions using your existing knowledge. You can train it using your knowledge base, website content, files, Q&amp;A and then deploy one or more AI Agents across multiple channels like your website and Desk365 support portal.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">This article walks you through setting up the AI Agent from start to finish \u2014 beginning with role-based access control, and then covering configuration, deployment, and performance tracking.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80559fe elementor-widget elementor-widget-heading\" data-id=\"80559fe\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Role-based access for AI Agents\n <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26a081d elementor-widget elementor-widget-text-editor\" data-id=\"26a081d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Desk365 supports role-based access control for AI Agents, allowing administrators to manage who can view and configure AI-related settings.<br \/><br \/>Navigate to<strong> Settings &gt; Admin &gt; Roles &gt; AI Agents.<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29403ae elementor-widget elementor-widget-image\" data-id=\"29403ae\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent-1024x486.webp\" class=\"attachment-large size-large wp-image-35424\" alt=\"ai-agent-configuring-role-based-access\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent-1024x486.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent-768x365.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent-1536x730.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/roles-ai-agent.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8ec615 elementor-widget elementor-widget-text-editor\" data-id=\"b8ec615\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Depending on the permissions granted, users can be allowed or restricted from performing specific AI-related actions. Available AI permissions include:<\/p><ul><li>Access to the AI Agents tab<\/li><li>Create or edit AI Agents<\/li><li>Delete AI Agents<\/li><li>Access AI Credits &amp; Usage<\/li><li>Add data to the AI Training Repository (Knowledge Base, Websites, Files, Q&amp;A)<\/li><li>Delete data from the AI Training Repository<\/li><\/ul><p><em><strong>Important note &#8211; <\/strong><\/em>\u201cAccess to the AI Agents tab\u201d and \u201cCreate or edit AI Agents\u201d are coupled permissions. If Access to the AI Agents tab is enabled, Create or edit AI Agents will be automatically selected. This ensures users with access to the module can configure AI Agents without partial or broken permissions.<br \/><br \/>If a permission is unchecked, the corresponding feature will not be visible or accessible to that role.<br \/><br \/>This ensures better governance and prevents unauthorized users from modifying AI configurations or consuming credits unintentionally. We recommend granting full AI permissions only to admins or designated AI managers.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fde956 elementor-widget elementor-widget-heading\" data-id=\"6fde956\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Accessing the AI settings <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37bb5f0 elementor-widget elementor-widget-text-editor\" data-id=\"37bb5f0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li><span data-contrast=\"auto\">Log in to the\u00a0Agent Portal\u00a0in Desk365.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li><span data-contrast=\"auto\">From the menu bar, navigate to AI Agents.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d1b28f elementor-widget elementor-widget-image\" data-id=\"1d1b28f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365-1024x484.webp\" class=\"attachment-large size-large wp-image-34176\" alt=\"locating-ai-agents-settings-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/locating-ai-agents-settings-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d323fae elementor-widget elementor-widget-text-editor\" data-id=\"d323fae\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW130253118 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW130253118 BCX0\">This opens the AI Configuration area, where\u00a0<\/span><span class=\"NormalTextRun SCXW130253118 BCX0\">you\u2019ll<\/span><span class=\"NormalTextRun SCXW130253118 BCX0\">\u00a0find everything related to AI Agents, knowledge sources, usage, and analytics.<\/span><\/span><span class=\"EOP SCXW130253118 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7eee667 elementor-widget elementor-widget-image\" data-id=\"7eee667\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365-1024x484.webp\" class=\"attachment-large size-large wp-image-35425\" alt=\"ai-settings-dashboard-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-settings-dashboard-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cdf9061 elementor-widget elementor-widget-heading\" data-id=\"cdf9061\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Creating an AI Agent  <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9228a1 elementor-widget elementor-widget-text-editor\" data-id=\"e9228a1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW54930755 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW54930755 BCX0\">Creating an AI Agent in Desk365 involves a few simple steps.\u00a0<\/span><span class=\"NormalTextRun SCXW54930755 BCX0\">You\u2019ll<\/span><span class=\"NormalTextRun SCXW54930755 BCX0\">\u00a0start by defining the knowledge sources the AI Agent can use, then create and customize the agent\u2019s persona and behavior. After that,\u00a0<\/span><span class=\"NormalTextRun SCXW54930755 BCX0\">you\u2019ll<\/span><span class=\"NormalTextRun SCXW54930755 BCX0\">\u00a0assign the relevant knowledge, test how the AI Agent responds to different scenarios, and finally deploy it to the channels where your customers interact with you. The following sections walk through each step in detail.<\/span><\/span><span class=\"EOP SCXW54930755 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-abd2da8 elementor-widget elementor-widget-heading\" data-id=\"abd2da8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 1: Configuring training repository\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fea236 elementor-widget elementor-widget-text-editor\" data-id=\"4fea236\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW50234080 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW50234080 BCX0\">Knowledge sources define\u00a0<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">what your AI\u00a0<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">Agent\u00a0<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">knows<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">. Desk365 supports\u00a0<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">four\u00a0<\/span><span class=\"NormalTextRun SCXW50234080 BCX0\">types of knowledge sources:<\/span><\/span><span class=\"EOP SCXW50234080 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><a href=\"https:\/\/help.desk365.io\/en\/collections\/self-service\/\"><span data-contrast=\"none\">Knowledge\u00a0base<\/span><\/a><span data-contrast=\"auto\">\u00a0already configured within your Desk365 helpdesk<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Website<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Files<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Questions &amp; Answers<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">You can use one, two, or\u00a0four\u00a0depending on your needs.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fbdca0c elementor-widget elementor-widget-heading\" data-id=\"fbdca0c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">1. Knowledge base <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b0ae3fb elementor-widget elementor-widget-text-editor\" data-id=\"b0ae3fb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Use your existing Desk365 knowledge base articles as a primary source of truth for the AI\u00a0Agent.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><b><span data-contrast=\"auto\">How to configure:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ol><li><span data-contrast=\"auto\">Open the\u00a0knowledge\u00a0base\u00a0section.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"3\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Click \u2018Add Sync Categories\u2019<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e547cc elementor-widget elementor-widget-image\" data-id=\"4e547cc\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base-1024x485.webp\" class=\"attachment-large size-large wp-image-35426\" alt=\"ai-agent-training-repository-knowledge-base\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base-1024x485.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base-768x364.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base-1536x727.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-knowledge-base.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a742a51 elementor-widget elementor-widget-text-editor\" data-id=\"a742a51\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">3. You\u2019ll see all your existing categories listed.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">4. Select all categories, or only the specific categories relevant to the AI Agent.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">5. Click sync.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f9c51b8 elementor-widget elementor-widget-image\" data-id=\"f9c51b8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365-1024x484.webp\" class=\"attachment-large size-large wp-image-35427\" alt=\"sync-categories-ai-agent-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/sync-categories-ai-agent-desk365.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec4c2eb elementor-widget elementor-widget-heading\" data-id=\"ec4c2eb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">2. Websites<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-efef617 elementor-widget elementor-widget-text-editor\" data-id=\"efef617\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">You can allow the AI\u00a0Agent\u00a0to\u00a0crawl into\u00a0your company website or help center and use that content to answer questions.\u00a0<\/span><span data-contrast=\"auto\">This is especially useful if\u00a0important information\u00a0already exists on your public\u00a0site or\u00a0help center.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><b><span data-contrast=\"none\">How to configure:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Open the websites section<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Click \u2018Add Website\u2019 button\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"28\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Fill in basic website information to crawl:<\/span><\/li><\/ul><ol><li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"31\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"none\">Website name<\/span><\/b><span data-contrast=\"none\">: Enter a clear name for the website configuration. This is useful when managing multiple website configurations.<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"%1.\" data-font=\"Aptos\" data-listid=\"31\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"none\">Crawling settings<\/span><\/b><span data-contrast=\"none\">\u00a0control how Desk365 indexes your website content:\u00a0<\/span><\/li><\/ol><ul><li><span data-contrast=\"none\">Provide the URL where the crawler should begin indexing. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li><span data-contrast=\"none\">Set a limit on the total number of pages to be crawled.<\/span><\/li><li><span data-contrast=\"auto\">Include \/ exclude patterns: Use regular expression (regex) patterns to fine-tune which pages are indexed.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">&#8211; Include patterns: Specify pages that should always be crawled.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<br \/><\/span><span data-contrast=\"auto\">&#8211; Exclude patterns: Prevent certain pages from being indexed (for example, login pages, pricing pages, or irrelevant content).<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dcd6bf8 elementor-widget elementor-widget-image\" data-id=\"dcd6bf8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website-1024x484.webp\" class=\"attachment-large size-large wp-image-35428\" alt=\"ai-agent-training-repository-website\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-website.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-44ec33e elementor-widget elementor-widget-text-editor\" data-id=\"44ec33e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"25\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Once all settings are configured, save the website configuration.\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52854cc elementor-widget elementor-widget-text-editor\" data-id=\"52854cc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">After processing is complete, you can:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">View all pages that have been indexed for the website<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"34\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Manually add a new webpage if it\u00a0isn\u2019t\u00a0picked up during crawling<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"34\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Use the Sync option to re-crawl the website and update indexed content whenever changes are made<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">Indexed content is automatically available as a knowledge source for the AI Agent.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><em><b>Important note:<\/b><\/em><span data-contrast=\"auto\">\u00a0Make sure the website content you add is either owned by your organization or publicly accessible and\u00a0permitted\u00a0for use. Desk365 recommends only indexing content you have the right to use.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4f5b19 elementor-widget elementor-widget-heading\" data-id=\"f4f5b19\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">3. Files <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e34fe5 elementor-widget elementor-widget-text-editor\" data-id=\"7e34fe5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW251981219 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW251981219 BCX0\">Upload documents that\u00a0<\/span><span class=\"NormalTextRun SCXW251981219 BCX0\">contain<\/span><span class=\"NormalTextRun SCXW251981219 BCX0\">\u00a0valuable information for customer support.<\/span><span class=\"NormalTextRun SCXW251981219 BCX0\">\u00a0Simply click \u2018Add Files\u2019 to upload.<\/span><\/span><span class=\"EOP SCXW251981219 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f9d89e elementor-widget elementor-widget-image\" data-id=\"6f9d89e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files-1024x481.webp\" class=\"attachment-large size-large wp-image-35429\" alt=\"ai-agent-training-repository-import-files\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files-1024x481.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files-768x361.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files-1536x722.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-import-files.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5bac2ca elementor-widget elementor-widget-text-editor\" data-id=\"5bac2ca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><b><span data-contrast=\"auto\">Supported file types include:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><span data-contrast=\"auto\">PDF<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Word documents<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Text files<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">Supported file formats include &#8211;\u00a0TXT, MD, DOC, and DOCX, with a maximum file size of 50 MB.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86621b9 elementor-widget elementor-widget-heading\" data-id=\"86621b9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">4. Q&amp;A<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0fa3cee elementor-widget elementor-widget-text-editor\" data-id=\"0fa3cee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW239231237 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW239231237 BCX0\">Create and manage question-and-answer pairs to help train your AI agent. These Q&amp;As enable the AI Agent to deliver more\u00a0<\/span><span class=\"NormalTextRun SCXW239231237 BCX0\">accurate<\/span><span class=\"NormalTextRun SCXW239231237 BCX0\">, consistent, and relevant responses to user inquiries.<\/span><\/span><span class=\"EOP SCXW239231237 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0d8b453 elementor-widget elementor-widget-image\" data-id=\"0d8b453\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa-1024x482.webp\" class=\"attachment-large size-large wp-image-35430\" alt=\"\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa-1024x482.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa-768x361.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa-1536x722.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-training-repository-qa.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df69d78 elementor-widget elementor-widget-heading\" data-id=\"df69d78\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 2: Creating an AI Agent <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a6ab8bf elementor-widget elementor-widget-text-editor\" data-id=\"a6ab8bf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">After configuring knowledge sources, you can start creating your\u00a0AI Agent. You can create\u00a0one or multiple AI Agents, each with its own persona and behavior.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"32\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Navigate to AI Agents &gt; Agents &gt; Create New AI Agent<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9996229 elementor-widget elementor-widget-image\" data-id=\"9996229\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent-1024x484.webp\" class=\"attachment-large size-large wp-image-35431\" alt=\"desk365-create-new-ai-agent\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent-1024x484.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent-300x142.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent-768x363.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent-1536x726.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-create-new-ai-agent.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e880eae elementor-widget elementor-widget-heading\" data-id=\"e880eae\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Build your AI Agent <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d456f9 elementor-widget elementor-widget-text-editor\" data-id=\"7d456f9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Define the following:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559685&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><ul><li><b><span data-contrast=\"auto\">Agent\u00a0name\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Give your AI agent a recognizable name<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"33\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1080,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Description\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Describe what this agent\u00a0is responsible\u00a0for<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"33\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1080,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Personality &amp;\u00a0traits\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Choose a tone,\u00a0whether it\u00a0has to\u00a0be professional,\u00a0friendly\u00a0or casual<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"33\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1080,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Welcome\u00a0message\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Customize how the AI agent greets customers when a conversation starts.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"33\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1080,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Escalation\u00a0rules\u00a0&#8211;\u00a0<\/span><\/b><span data-contrast=\"auto\">Enable\u00a0<\/span><span data-contrast=\"auto\">\u201cAllow AI to escalate and create a support ticket\u201d<\/span><span data-contrast=\"auto\">\u00a0when the conversation requires further handling, allowing the AI agent to automatically create a support ticket for follow-up by a support agent.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"o\" data-font=\"Courier New\" data-listid=\"33\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:1080,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"2\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Additional\u00a0preferences\u00a0\u2013\u00a0<\/span><\/b><span data-contrast=\"auto\">You\u00a0can\u00a0define how your AI\u00a0Agent\u00a0should\u00a0use<\/span><b><span data-contrast=\"auto\">\u00a0<\/span><\/b><span data-contrast=\"auto\">emoji<\/span><span data-contrast=\"auto\">. You can choose from options like never, occasionally, or\u00a0frequently.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">Once completed, click\u00a0Next.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aef182f elementor-widget elementor-widget-image\" data-id=\"aef182f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"849\" height=\"819\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent.webp\" class=\"attachment-large size-large wp-image-34994\" alt=\"build-ai-agent\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent.webp 849w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent-300x289.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent-768x741.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent-16x16.webp 16w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent-18x18.webp 18w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/build-ai-agent-20x20.webp 20w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aeb6eae elementor-widget elementor-widget-heading\" data-id=\"aeb6eae\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Assign knowledge to the AI Agent <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-033611b elementor-widget elementor-widget-text-editor\" data-id=\"033611b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW82371839 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW82371839 BCX0\">In the k<\/span><\/span><span class=\"TextRun SCXW82371839 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW82371839 BCX0\">nowledge<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0section of the AI Agent\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">setup,<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0s<\/span><\/span><span class=\"TextRun SCXW82371839 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW82371839 BCX0\">elect the knowledge sources you want this agent to use<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0\u2013\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">c<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">hoose from the knowledge base,\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">website<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">,\u00a0<\/span><span class=\"NormalTextRun CommentStart SCXW82371839 BCX0\">files<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">or\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">Q&amp;A<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">. Choose all the sources or just\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">select<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0one and click\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">save<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">\u00a0a<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">nd\u00a0<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">proc<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">eed<\/span><span class=\"NormalTextRun SCXW82371839 BCX0\">.<\/span><\/span><span class=\"EOP SCXW82371839 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5de4c70 elementor-widget elementor-widget-image\" data-id=\"5de4c70\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"742\" height=\"1024\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/train-ai-agent-742x1024.png\" class=\"attachment-large size-large wp-image-34996\" alt=\"train-ai-agent\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/train-ai-agent-742x1024.png 742w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/train-ai-agent-217x300.png 217w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/train-ai-agent-768x1059.png 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/train-ai-agent.png 846w\" sizes=\"(max-width: 742px) 100vw, 742px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e7138fd elementor-widget elementor-widget-heading\" data-id=\"e7138fd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Test your AI Agent <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-295ab78 elementor-widget elementor-widget-text-editor\" data-id=\"295ab78\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Test how your AI Agent responds. You can either click on the predefined test scenarios to see how the agent handles common situations or type custom questions to test specific use cases.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Review the responses carefully and refine the agent configuration if needed.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15b9d2d elementor-widget elementor-widget-image\" data-id=\"15b9d2d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"707\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/test-ai-agent-1024x707.webp\" class=\"attachment-large size-large wp-image-34998\" alt=\"test-ai-agent\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/test-ai-agent-1024x707.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/test-ai-agent-300x207.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/test-ai-agent-768x530.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/test-ai-agent.webp 1232w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bae94fd elementor-widget elementor-widget-heading\" data-id=\"bae94fd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Deploy your AI Agent <\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f1d8aaa elementor-widget elementor-widget-text-editor\" data-id=\"f1d8aaa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW122159223 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW122159223 BCX0\">Once\u00a0<\/span><span class=\"NormalTextRun SCXW122159223 BCX0\">you\u2019ve<\/span><span class=\"NormalTextRun SCXW122159223 BCX0\">\u00a0finished testing your AI Agent and are happy with its responses, the next step is to deploy it so customers can start using it. Desk365 lets you deploy an AI Agent to one or more channels, depending on where you want customers to interact with it.<\/span><\/span><span class=\"EOP SCXW122159223 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-10907e3 elementor-widget elementor-widget-image\" data-id=\"10907e3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"711\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-1024x711.webp\" class=\"attachment-large size-large wp-image-34999\" alt=\"\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-1024x711.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-300x208.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-768x533.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent.webp 1227w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dbb7e25 elementor-widget elementor-widget-text-editor\" data-id=\"dbb7e25\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p aria-level=\"3\"><b><span data-contrast=\"auto\">Deployment options:<\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;335559738&quot;:281,&quot;335559739&quot;:281}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">One\u00a0option\u00a0is the<\/span><b><span data-contrast=\"auto\">\u00a0chat\u00a0widget<\/span><\/b><span data-contrast=\"auto\">, which allows you to embed the AI Agent directly on your website. This enables visitors to get instant, AI-powered support without leaving the page they\u2019re on. While setting up the chat widget, you can customize how it appears to match your brand and user experience. You can choose whether the widget appears in the bottom-right or bottom-left corner of your website, set a primary color that aligns with your brand, and define the widget title and subtitle.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">You can also choose whether to automatically open the chat widget on a user\u2019s first visit to the website.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af37ee9 elementor-widget elementor-widget-image\" data-id=\"af37ee9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"707\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-chat-widget-desk365-1024x707.webp\" class=\"attachment-large size-large wp-image-36339\" alt=\"deploy-ai-agent-chat-widget-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-chat-widget-desk365-1024x707.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-chat-widget-desk365-300x207.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-chat-widget-desk365-768x530.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-chat-widget-desk365.webp 1238w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f118ca0 elementor-widget elementor-widget-text-editor\" data-id=\"f118ca0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW6609321 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW6609321 BCX0\">Another deployment\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">option<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">\u00a0is the\u00a0<\/span><\/span><strong><span class=\"TextRun SCXW6609321 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW6609321 BCX0\">s<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">upport\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">p<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">ortal<\/span><\/span><\/strong><span class=\"TextRun SCXW6609321 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW6609321 BCX0\"><strong>,<\/strong> where you can add AI\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">assistance<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">\u00a0directly within your customer support portal. This allows users to get help while browsing knowledge base articles or\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">submitting<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">\u00a0support requests. When deploying the AI Agent to the\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">s<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">upport\u00a0<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">p<\/span><span class=\"NormalTextRun SCXW6609321 BCX0\">ortal, you have full control over who can access it. You can make the AI Agent available to all visitors, restrict it to only users who are signed in, or limit access further to signed-in users from specific companies. This flexibility helps ensure the AI Agent is available to the right audience based on your support and security requirements.<\/span><\/span><span class=\"EOP SCXW6609321 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p>You can also choose whether to automatically open the chat widget on a user\u2019s first visit to the support portal. When enabled, the chat widget opens by default the first time a user lands on the portal, making them immediately aware that support is available. This can help increase engagement and encourage users to interact with the AI Agent without needing to manually open the widget. <\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c2a3f2b elementor-widget elementor-widget-image\" data-id=\"c2a3f2b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"711\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-support-portal-desk365-e1775226503784-1024x711.webp\" class=\"attachment-large size-large wp-image-36341\" alt=\"deploy-ai-agent-support-portal-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-support-portal-desk365-e1775226503784-1024x711.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-support-portal-desk365-e1775226503784-300x208.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-support-portal-desk365-e1775226503784-768x533.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/deploy-ai-agent-support-portal-desk365-e1775226503784.webp 1228w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2790ed5 elementor-widget elementor-widget-text-editor\" data-id=\"2790ed5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Once\u00a0you\u2019ve\u00a0selected your preferred deployment channels and completed the configuration, simply save your changes. Your AI Agent will then be live and ready to\u00a0assist\u00a0users across the chosen\u00a0platforms.<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">That&#8217;s\u00a0it!\u00a0\u00a0Your AI Agent is now\u00a0live\u00a0and ready to\u00a0assist\u00a0customers with fast,\u00a0accurate, and AI-powered support.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed76db9 elementor-widget elementor-widget-heading\" data-id=\"ed76db9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Monitoring AI Agent performance <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e675d4 elementor-widget elementor-widget-text-editor\" data-id=\"8e675d4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW174613784 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW174613784 BCX0\">Once your AI Agent is live, you can track how\u00a0<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">it\u2019s<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">\u00a0performing from Analytics &gt; Dashboard.\u00a0<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">This section gives you visibility into how effectively your AI Agent is handling conversations and where it may need refinement.<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">\u00a0You can filter analytics by Last 7, 30, 90, or\u00a0<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">365 days<\/span><span class=\"NormalTextRun SCXW174613784 BCX0\">, Month-to-date, Quarter-to-date, Year-to-date, or even apply a custom date range. Reports can be viewed across all AI Agents or narrowed down to a specific agent, making it easy to compare performance or troubleshoot individual setups.<\/span><\/span><span class=\"EOP SCXW174613784 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e2a26fa elementor-widget elementor-widget-image\" data-id=\"e2a26fa\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"549\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365-1024x549.webp\" class=\"attachment-large size-large wp-image-35436\" alt=\"ai-agent-analytics-desk365\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365-1024x549.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365-300x161.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365-768x412.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365-1536x824.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/ai-agent-analytics-desk365.webp 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9534638 elementor-widget elementor-widget-text-editor\" data-id=\"9534638\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">The dashboard shows key metrics such as:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><p><span data-contrast=\"auto\">Total messages, which\u00a0represents\u00a0the total number of AI responses generated<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p><ul><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"35\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Resolved messages\u00a0indicate\u00a0responses where the AI was highly confident (confidence score &gt; 0.4)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"35\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Unresolved \/\u00a0Non-escalated\u00a0messages reflect less confident answers (confidence score \u2264 0.4)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"35\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Escalated messages show how many conversations triggered ticket creation<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><li aria-setsize=\"-1\" data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"35\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Resolution rate, which is the percentage of conversations handled without escalation<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"auto\">Visual reports include an AI Resolved vs Escalated trend graph and a Usage by Week graph, helping you quickly understand adoption and performance over time.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e614187 elementor-widget elementor-widget-heading\" data-id=\"e614187\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Understanding AI usage with credits &amp; usage <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ac7811 elementor-widget elementor-widget-text-editor\" data-id=\"9ac7811\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW265399221 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW265399221 BCX0\">The Usage &gt; Credits &amp; Usage section provides an overview of how AI credits are consumed across your account. This helps you understand usage patterns, <\/span><span class=\"NormalTextRun SCXW265399221 BCX0\">monitor<\/span><span class=\"NormalTextRun SCXW265399221 BCX0\"> remaining credits, and plan capacity as AI adoption grows.\u00a0<\/span><\/span><\/p><p><span class=\"NormalTextRun SCXW13637544 BCX0\">You can also view a detailed\u00a0<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">credits<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">\u00a0usage history here, which includes conversations from the last 7 days. This gives you visibility into individual interactions, including the chat history, total credits consumed per conversation, and which AI Agent handled the request. This makes it easier to track usage at a granul<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">ar level<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">\u00a0and\u00a0<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">optimize<\/span><span class=\"NormalTextRun SCXW13637544 BCX0\">\u00a0how your AI Agents are configured and used.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4ca3d38 elementor-widget elementor-widget-image\" data-id=\"4ca3d38\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"482\" src=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history-1024x482.webp\" class=\"attachment-large size-large wp-image-36342\" alt=\"desk365-ai-agent-credits-usage-history\" srcset=\"https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history-1024x482.webp 1024w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history-300x141.webp 300w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history-768x362.webp 768w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history-1536x723.webp 1536w, https:\/\/help.desk365.io\/en\/wp-content\/uploads\/2026\/02\/desk365-ai-agent-credits-usage-history.webp 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-341def1 elementor-widget elementor-widget-text-editor\" data-id=\"341def1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW99083034 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW99083034 BCX0\">Desk365 AI usage is credit-based. During the trial, you get 100 credits. On paid plans, Plus includes 100 credits per month, and Premium includes 200 credits per month, both recharged monthly. Credits are consumed based on AI responses, with a maximum of 5 credits per message. If you need more, you can <\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">purchase<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">additional<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">\u00a0credits \u2014 $100 for 2,000 credits, with no\u00a0<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">expiration<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">.\u00a0<\/span><span class=\"NormalTextRun SCXW99083034 BCX0\">This flexible model lets you scale AI usage without committing to higher plans prematurely.<\/span><\/span><span class=\"EOP SCXW99083034 BCX0\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e9d526 elementor-widget elementor-widget-heading\" data-id=\"2e9d526\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">AI moderation and guardrails <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ac1bf7f elementor-widget elementor-widget-text-editor\" data-id=\"ac1bf7f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"none\">Desk365 includes built-in AI moderation and safety guardrails to ensure your AI Agent is used responsibly and aligns with acceptable use standards.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">When you create an AI Agent, the agent\u2019s name, description, and configuration are automatically checked using Desk365\u2019s moderation system. This system evaluates the content for unsafe or restricted terms, including violent language.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">If the AI Agent description\u00a0contains\u00a0violent or harmful terms, Desk365 will block the creation of the AI Agent.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">This prevents unsafe or inappropriate AI behavior from being deployed to customer-facing channels.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">The moderation check happens during setup, so issues are caught early, before the agent is\u00a0live.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-289bdb5 elementor-widget elementor-widget-text-editor\" data-id=\"289bdb5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span class=\"TextRun SCXW16052694 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW16052694 BCX0\">With Desk365\u2019s AI\u00a0<\/span><span class=\"NormalTextRun SCXW16052694 BCX0\">Agent<\/span><span class=\"NormalTextRun SCXW16052694 BCX0\">, you can scale support, reduce ticket volume, and deliver better customer experiences<\/span><span class=\"NormalTextRun SCXW16052694 BCX0\">,\u00a0<\/span><span class=\"NormalTextRun SCXW16052694 BCX0\">effortlessly.<\/span><\/span><span class=\"EOP SCXW16052694 BCX0\" data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:240,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c4af627 e-flex e-con-boxed e-con e-parent\" data-id=\"c4af627\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"author":16,"featured_media":0,"parent":30787,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-34173","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/34173","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/comments?post=34173"}],"version-history":[{"count":119,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/34173\/revisions"}],"predecessor-version":[{"id":36381,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/34173\/revisions\/36381"}],"up":[{"embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30787"}],"next":[{"title":"AI Copilot in Desk365","link":"https:\/\/help.desk365.io\/en\/articles\/ai-copilot\/","href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/docs\/30803"}],"wp:attachment":[{"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/media?parent=34173"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.desk365.io\/en\/wp-json\/wp\/v2\/doc_tag?post=34173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}