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About the virtual agent

Allow customers visiting your help channels to quickly get the help they need, without having to manually search for articles or submit request forms. The virtual agent can quickly answer common questions and resolve requests without needing a human agent, or it can help triage requests and gather information for your agents – potentially saving your team hours every day.

The virtual agent can use generative artificial intelligence to search across your linked knowledge base spaces, summarize that information to answer customer questions, and remember context for follow-up questions. It can also walk customers through controlled, turn-by-turn conversation flows that can gather information, route them to the right request types, or take actions.

How the virtual agent works

  1. Customers enter their question or search term into one of your help channels.

  2. Depending on how the virtual agent is configured, their query is answered using Atlassian Intelligence answers or matched to an intent.

    • If an Atlassian Intelligence answer is provided, the customer is asked if the answer resolved their problem.

    • If an intent is matched, the virtual agent walks that customer through the intent's conversation flow. If required by the conversation flow, an issue is automatically created for a human agent to resolve. If not, the virtual agent asks whether or not the customer’s problem is resolved.

  3. If the customer indicates that they still need help, the virtual agent asks them to rephrase their question, or offers to create an issue for a human agent to resolve.

You can use Atlassian Intelligence answers, intents, or both – depending on how you want your virtual agent to behave, how your project is set up, and what kind of help your customers usually need.

Atlassian Intelligence answers

Atlassian Intelligence answers uses generative artificial intelligence to search across your linked knowledge base spaces, and summarizes that information in response to customer questions.

Each answer includes a list of source articles that customers can click to read more, as well as a link to a related request form (if one is found).

Use Atlassian Intelligence answers if you:

  • want to get the virtual agent up and running as quickly as possible

  • have an up to date knowledge base, or you’re willing to create one

  • are happy for generative artificial intelligence to summarize your knowledge base articles

Atlassian Intelligence answers are ideal for customer questions that:

  • can quickly be resolved by providing information or instructions

  • are covered in (or can be added to) your existing knowledge base articles

  • don’t usually need to be escalated to one of your human agents

To use Atlassian Intelligence answers, first set up your virtual agent, and then activate Atlassian Intelligence answers.

Intents

An intent represents a specific problem, question, or request that your virtual agent can help resolve for your customers. The virtual agent uses machine learning to detect an intent in a customer’s message, then asks them to confirm that the detected intent is correct. Once confirmed, the virtual agent starts the conversation flow for that intent.

A conversation flow behaves a lot like a normal conversation between two people: The virtual agent says something, waits for the customer to respond, then replies accordingly. A well-designed conversation flow anticipates the things your customers might say, and makes sure they get the help they need.

Use intents if you:

  • don’t want artificial intelligence to summarize your knowledge base articles

  • want more control over what the virtual agent says to your customers

  • want to use the virtual agent to triage issues for your agents

Intents are ideal for customer questions that:

  • require a back-and-forth conversation that guides customers to specific information or to raise a request

  • need human agents to resolve, but would make their lives easier if they were routed to the right request type first

  • are resolved faster by gathering information from the customer before being handed off to a human agent

  • need actions to be taken that can be handled automatically using a web request

To use intents, first set up your virtual agent, and then create your first intent.

Available channels

You can use the virtual agent in the following channels:

  • Slack

  • Your Jira Service Management portal

Read more about using the virtual agent in your customer channels.

Support for more channels is on the way – check back here for updates.

Get started

Find out how to set up your virtual agent.

Still need help?

The Atlassian Community is here for you.