AI Chat Box Instructions

AI Chat Box Instructions

• Locate ticket in FreshDesk
• Assign ticket to yourself
• Copy the context of the request in Aversys
• Search for client in Aversys and make sure they exist.  
  1. If yes, proceed with AI Chat Box
• Go to https://cxchatbot.averhealth.com/
  1. If prompted to enter code, enter your phone number into the request
  2. Pull the number from the text message on your phone
• Paste request into the message box and wait for Chat Bot to reply
  1. Answer questions or follow prompts from Chat Box
  2. Copy the email address from sender of the ticket in FreshDesk
  3. Paste email address in Chat Box once instructed by the Chat Bot
  4. If the correct action is suggested by the Chat Bot, confirm with them
• Once action is confirmed completed by Chat Bot, go to Aversys to check if the correct action was completed.
• Go back to the ticket in FreshDesk and email the requester that the action has been completed
• Resolve the ticket in FreshDesk.

Issues you may encounter

• It may not recognize the email
  1. It could be permissions issue
  2. Could be an updated email
  3. Requester may not have access to Averhealth
• May not understand the request