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Hire an AI Employee

Add an AI employee to your team to answer help desk tickets from your knowledge base, with you deciding how much it does on its own.

  • Vaatii paketin Standard tai ylemmän
  • Noin 10 minuuttia

An AI employee is a member of your team staffed by Wizard AI. It has a name, a role, a department and a manager like anyone else, and answers help desk tickets using your knowledge base. You choose whether it replies on its own or drafts replies for a person to approve.

Before you start

  • AI employees are on the Standard, Professional and Enterprise plans, and each one costs the same seat as a person.
  • It answers from your knowledge base, so add articles that cover the questions your customers ask most.

Add your AI employee

  1. Add a team member

    In the sidebar, open Business, choose Team Members and add a new person. Choose AI employee as the type. No invitation is sent: an AI employee cannot sign in and is never emailed.

  2. Give it a role and a manager

    Choose its role and department, and who it reports to. The people it reports to are the ones who approve its drafts.

  3. Say what it does

    Under What this AI employee does, describe its job in a sentence or two, such as Answers billing questions for our UK customers. This shapes how it replies.

  4. Choose how it handles tickets

    Set its help desk mode:

    • Draft a reply and ask first. It writes a reply to each new ticket and the people it reports to are asked to accept or reject it. The safest way to start.
    • Reply automatically. It answers new tickets itself and the customer gets the reply by email.
    • Takes no action. It does nothing on the help desk.
  5. Set limits

    Set a Daily reply limit and a Monthly spend limit if you want a ceiling. Leave them blank for no limit. Its usage so far is shown on its profile.

Review its replies

In ask first mode, open the ticket from your notification, read the draft and the knowledge base articles it used, then send it or discard it. Once you trust its answers in an area, you can switch it to reply automatically.

Use it as a scrum master

On project teams, switch on Scrum master. It checks in with developers on their tasks in the current sprint and flags any answers that suggest a task is at risk. Set how often it checks in; the last day of the sprint is always a check-in day.

Need it to stop? Switch on Paused. It stops acting straight away and keeps all its settings, so switching it back on puts it straight back to work.

Only one AI employee answers any one ticket, so customers never get two replies. For more, see AI Employee.

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