Make your customer service agent available to customers
Once you’re happy with how your customer service agent responds to questions, you can make it available to start supporting your customers.
Before you publish your agent
Before you make your agent available to your customers:
review and refine its identity, knowledge sources, guidance, and handoff settings
thoroughly test its responses and review its conversations
make sure it handles both common and unusual scenarios accurately
Publish your agent
You can publish your agent from any configuration page in the customer service agent’s settings. In the floating bar at the bottom of the screen, select Publish.
After publishing your agent
Making your agent available is just the beginning. It’s important to monitor it’s performance and continue refining it to deliver the best possible support for your customers.
We recommend regularly:
reviewing conversations to see your agent’s responses, view feedback, and make annotations
checking reports to get insights on agent performance
making updates and improvements as needed, using versioning to get things right before you publish them for customers
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