New Assist configuration

Name it, tell it what it receives, what it must produce, and what it may do.

Identity

How this configuration is recognised

NameShort and recognisable to an agent mid-call, e.g. “Case disposition” or “Refund eligibility”.What it solvesOne or two sentences: who it helps, what it reads, and what it produces. Write it as “When … it … so that …”.

Good: “Fills case disposition fields from the live conversation and posts them to the case.”
Avoid: “AI helper for support” — too vague to test or measure.

InterfacesWhere the conversation comes from. Pick “No interface” when it runs in the background with no agent watching.CategoryPick the category this runs on — categories come from Console › Categories. Choose “All categories” to run everywhere.Manage categories in Console › Categories

Deployment

Where it runs and how it is doing

Status: Draft
Hosts: Edge
Usage: Not deployed
Suggestion acceptance: —