Introduction

Our AI-powered tools are designed to empower your agency by automating manual tasks and providing valuable insights from your conversations. Our AI tools are here to make your life easier—less manual work, more valuable insights.

AI Features Built to Empower Your Agency

1. Summary Generation ✨

2. Conversation Evaluation 🔍

3. Topic Assignment & Subscription 🏷️🔔

4. Misunderstood Query Identification 🤔

5. FAQ Generation 📚

Each feature leverages advanced AI capabilities to enhance your team’s productivity and improve customer satisfaction.

Benefits of the New AI Features

• Save Time: Automate repetitive tasks like summarizing calls or chats.

• Stay Organized: Easily track follow-ups and ensure everyone is on the same page.

• Immediate Clarity: Understand conversation outcomes at a glance.

• Focused Feedback: Gain insights into what works and what needs improvement.

• Track Trends: Identify recurring themes to proactively respond to customer needs.

• Improve Communication: Address misunderstandings promptly to enhance interactions.

• Empower Customers: Provide a self-service knowledge base through FAQs.

• Boost Productivity: Free up your team from repetitive tasks to focus on what really matters.

How to Get Started with AI Features

Step 1: Log in to Your ChatDash Account

• Navigate to your Agency Dashboard.

Step 2: Enable AI Features

• Go to the Agent Settings page.

• Click on the AI Analysis tab.

• Toggle on the AI features you wish to enable:

  • Summary Generation

  • Conversation Evaluation

  • Topic Assignment

  • Misunderstood Queries

  

• (Optional) Provide Custom Instructions to guide the AI for each feature.

• Click Save to apply the changes.

Step 3: Utilize the Features

• Summary Generation: View conversation summaries in the client’s Conversations tab.

• Conversation Evaluation: See success or failure ratings with reasons in each conversation.

• Topic Assignment: Access automatically tagged conversations and subscribe to topics.

• Misunderstood Queries: Identify and review misunderstood queries in conversations.

• FAQ Generation: Generate and download FAQs through the Agent Reports page.

​Feature Highlights

1. Summary Generation

Automatically generate concise summaries of conversations to save time and ensure important points are captured.

Summary Generation

​2. Conversation Evaluation

Assess conversations with a simple Success or Failure rating, along with the reason, to quickly understand if customer needs were met.

Conversation Evaluation

​3. Topic Assignment & Subscription

Automatically tag conversations with relevant topics and subscribe to specific topics to receive instant email notifications.

Topic Assignment & Subscription

4. Misunderstood Query Identification

Detect when the agent misinterprets customer queries to improve communication and enhance the customer experience.

Misunderstood Query Identification

​5. FAQ Generation

Automatically create a knowledge base of frequently asked questions from customer conversations, empowering customers to find answers quickly.

FAQ Generation

Why You’ll Love These AI Features

• Get Organized: Let AI handle categorizing, summarizing, and FAQ creation.

• Stay Informed: The Topic Subscription feature ensures you’re always in the loop when important conversations happen.

• Boost Productivity: Free up your team from repetitive tasks so they can focus on what really matters.

Tips for Maximizing Benefits

• Customize AI Instructions: Tailor the AI’s behavior by providing clear custom instructions for each feature.

• Regular Monitoring: Review AI outputs regularly to ensure accuracy and relevance.

• Team Collaboration: Share insights from the AI features with your team to align strategies and improve performance.

• Continuous Improvement: Use the insights gained to make data-driven decisions and enhance customer interactions.