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#4805·Renewal question
J
JordanOct 19, 7:09 AM
to Dana Ruiz +2 more · View more

Hey Dana,

Thanks for reaching out! I’ve moved your renewal to invoice and added ACH and other payment methods as requested.

Let me know if you need a hand with anything else!

Cheers,
Jordan

D
Dana RuizOct 27, 4:56 PM
to Support +2 more · View more

Thanks! We also need to drop our plan to 1 seat, so that Marcus Lee is removed. Moving forward, Priya Shah will be the primary admin of Helply. Can you adjust this for us?

Dana RuizDirector of ITNimbus
ReplyRNoteNAI Assistant
Assist agent
Reading ticket #4805 and 6 past conversations…Analyzed the ticket, drafted the summary and a reply

Hey Jordan, I found a few things worth a look.

Ticket summary
  • Dana Ruiz of Nimbus asked to renew on annual terms, paid by invoice (NET30) and ACH instead of card.
  • Jordan already moved the renewal to invoice and added ACH on Oct 19.
  • Dana now wants to drop to 1 seat, remove Marcus Lee, and make Priya Shah the primary admin.
  • She needs confirmation of the seat change and the steps to transfer admin ownership.
Drafted message
94% · High confidence

Hey Dana,

Thanks for confirming! We can reduce the account to one active seat by archiving Marcus. Archiving removes his access while keeping his profile and history in Helply.

I’ve also made Priya the primary admin, so she can manage billing from here on.

Use draftEdit
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All tickets › Orbit #27
EJS
Orbit #27Webhook retries failing with a 401
P1
PPriya Nair Orbit · 8:02 AM
Webhook retries keep failing with a 401 since we rotated keys.
What changed on their account?
Searched history · 3 ticketsRead webhook logs · 14 failedChecked docs › Rotating keys
All tickets › Orbit #27
EJS
Orbit #27Webhook retries failing with a 401
P1Breached
PPriya Nair Orbit · 8:02 AM
Webhook retries keep failing with a 401 since we rotated keys.
Read webhook logs · 14 failedCompared signing secretsMatched docs › Rotating keys
Assist agent · draft ready1.3s
EditSend
All tickets › Brightpath #35
EJS
Brightpath #35Can’t log in after a password reset
P2
LLena Fischer 10:02 AM
Same thing. We use Okta if that matters.
What should I do next?
Checked Okta configMatched Ticket #19
Draft replyRe-sync SSO
All tickets › Ledgerly #34
EJS
Ledgerly #34SSO login loops back to the sign-in page
P1
Create a Linear issue for this and tag the account in HubSpot.
Created ENG-2231 in LinearTagged Ledgerly in HubSpotAdded an internal note
3 actions done 4 secs

Assist agent: the account history, logs and docs searched in one ask.Assist agent: a reply drafted from the conversation, the account and your Guidelines.Assist agent: a recommended next step, ready to run.Assist agent: an issue filed and the CRM updated without leaving the ticket.

How Assist Agent works

  1. 01

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  2. 02

    Investigates

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  3. 03

    Recommends

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  4. 04

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Frequently asked questions

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What is AI Agent Assist?

AI Agent Assist is an AI assistant that works alongside customer support agents to help them resolve customer issues faster. Helply's AI Agent Assist understands the context of each conversation, investigates issues, finds relevant information, recommends next steps, drafts responses, and takes actions for your team. It works with your other AI agents.

How does AI Agent Assist work?

AI Agent Assist uses AI to understand customer conversations and help support agents complete the work required to resolve them. Helply can use your knowledge base, previous conversations, customer data, account information, and connected integrations to investigate an issue and determine what should happen next.

What can AI Agent Assist do for customer support agents?

AI Agent Assist can investigate issues, find answers, summarize conversations, draft responses, recommend next steps, retrieve customer information, and take actions in connected systems. It reduces the manual research and repetitive work required to resolve customer requests. Learn more about Helply's AI agents.

How is AI Agent Assist different from an AI chatbot?

An AI chatbot primarily interacts directly with customers. AI Agent Assist works alongside human support agents, helping them investigate issues, make decisions, communicate with customers, and complete customer support work while keeping the human agent in control.

Can AI Agent Assist investigate customer issues?

Yes. AI Agent Assist can investigate customer issues using information from conversations, knowledge bases, customer and account data, previous support interactions, and connected systems. Helply brings this context together through its integrations so agents don't have to manually search across multiple tools.

Can AI Agent Assist take actions for support agents?

Yes. AI Agent Assist can take actions using connected tools, APIs, and workflows. Depending on the permissions you configure, Helply can update customer information, trigger workflows, interact with other systems, and complete tasks on behalf of an agent through its integrations.

Does AI Agent Assist automatically respond to customers?

It can. When confidence is high and you've configured Helply to do so, AI can respond directly to customers in the appropriate support channel. When human judgment is needed, Helply can investigate the issue and prepare the context, recommended action, or response for an agent. See how Helply's AI agents and AI Agent Assist work together.

Does AI Agent Assist replace customer support agents?

AI Agent Assist is designed to make customer support agents more productive. It handles repetitive research, investigation, and support work so human agents can focus on complex issues, customer relationships, and situations that require judgment.

What information can AI Agent Assist use?

AI Agent Assist can use customer conversations, knowledge bases, account information, product data, previous support interactions, and information from connected integrations. This gives the AI more context to investigate issues and provide relevant assistance.

How does AI Agent Assist improve customer support productivity?

AI Agent Assist reduces the time agents spend searching for information, investigating issues, writing responses, and switching between tools. By doing more of this work alongside each agent, support teams can handle more customer conversations without increasing headcount at the same rate.

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