AEX Agent Assist User Guide

The data contained in this document shall not be duplicated, used, or disclosed in whole or in part for any purpose. If a contract is awarded to chosen parties because of or in connection with the submission of this data, the client or prospective client shall have the right to duplicate, use, or disclose this data to the extent provided in the contract. This restriction does not limit the client’s or prospective client’s right to use the information contained in the data if it is obtained from another source without restriction. The data subject to this restriction is contained in all marked sheets.

Figure 1 – Cognitive Console 13

Figure 2 - Agent Assist Card 13

Figure 3 - Agent Assist Home Page 14

Figure 4 - List of Agents 14

Figure 5 – Add Agent 15

Figure 6 - Success Message 15

Figure 7 - Error Message 16

Figure 8 – Edit Agent 16

Figure 9 - Success Message 16

Figure 10 – Confirmation Message 17

Figure 11 – Success Message 17

Figure 12 – Settings Page 18

Figure 13 - Hold Chat 19

Figure 14 – Messages 19

Figure 15 – Transfer Chat 20

Figure 16 – Inactivity Chat 21

Figure 17 – Long Run Chat 21

Figure 18 - Room Connections 22

Figure 19 - Chat Retention 22

Figure 20 - Allow Calls 23

Figure 21 – Agent Assist Console 23

Figure 22 – Success Message 24

Figure 23 – Agent Un- Availability 24

Figure 24 - List of Custom Messages 25

Figure 25 – Create Custom Message 26

Figure 26 – Create Custom Messages (Cont.) 26

Figure 27 – Create Custom Messages (Cont.) 27

Figure 28 – Success Message 27

Figure 29 - Edit Custom Messages 28

Figure 30 – Success Message 28

Figure 31 – Success Message 28

Figure 32 – Recommendation to Learn 29

Figure 33 - Recommendation to Learn page 29

Figure 34 – Success Message 30

Figure 35 - Recommendation to Learn Tab in Conversation Designer Console 30

Figure 36 - List of Variations and SOPs approved by Supervisor. 31

Figure 37 - Accept the Variations or SOP by SME 31

Figure 38 – Success Message 32

Figure 39 - Usecase Added in Conversation Designer Console 32

Figure 40 - Agent Assist Admin Page 33

Figure 41 – Add Desk 34

Figure 42 – Success Message 34

Figure 43 – Edit Desk 35

Figure 44 – Success Message 35

Figure 45 – Success Message 36

Figure 46 – Add Agent 37

Figure 47 – Success Message 38

Figure 48 – Edit Agent 38

Figure 49 – Success Message 39

Figure 50 – Confirmation Message 39

Figure 51 – Success Message 39

Figure 52 – Settings Page 40

Figure 53 – Hold Chat 41

Figure 54 – Messages 41

Figure 55 – Transfer Chat 42

Figure 56 - Attachment 43

Figure 57 – Queue 43

Figure 58 – Custom Message Drop-Down List 48

Figure 59 – Create Custom Message 49

Figure 60 – Add Custom Messages (Cont.) 49

Figure 61 – Success Message 50

Figure 62 - Edit Custom Messages 50

Figure 63 – Success Message 51

Figure 64 – Success Message 51

Figure 65 - Agent Chat dashboard 51

Figure 66 – BigFix AEX Chat Window 52

Figure 67 – Chat Transfer Message 52

Figure 68 – List of Items in Queue 53

Figure 69 – Accept Button 53

Figure 70 – Notification Message 54

Figure 71 - Agent Chat Window 54

Figure 72 – Default Messages 55

Figure 73 – Active Session 55

Figure 74 – Chat Input 56

Figure 75 – BigFix AEX Chat Window 56

Figure 76 – BigFix AEX Chat Window 57

Figure 77 – Agent Chat Window 58

Figure 78 – Hold Chat 58

Figure 79 – Resume Chat 59

Figure 80 - Hold and Resume Messages in BigFix AEX Chat Window 60

Figure 81 - 78 Custom activity (pseudo name) icon on chat window 60

Figure 82 - Custom activity 61

Figure 83 – Edit a Personal Canned Message 62

Figure 84 - Send Personal Canned Message 62

Figure 85 - Attach Document Icon 63

Figure 86 – Agent Uploading File 63

Figure 87 - Attached File in Agent Chat Window 64

Figure 88 - Attached File Sent to User Visible in BigFix AEX Chat Window 64

Figure 89 - Send File Icon in BigFix AEX Chat Window 65

Figure 90 – User Uploading File 65

Figure 91 - Attached File in BigFix AEX Chat Window 66

Figure 92 - File Received by Agent in Agent Chat Window 66

Figure 93 - Transfer to An Agent 67

Figure 94 – Confirmation Message 67

Figure 95 – Success Message 68

Figure 96 - Transfer To Desk 68

Figure 97 – Confirmation Message 69

Figure 98 – Success Message 69

Figure 99 – Schedule Chat 70

Figure 100 - Schedule Chat Message in BigFix AEX Chat Window 70

Figure 101 - Schedule Chat Confirmation Message in BigFix AEX Chat Window 71

Figure 102 - Schedule Chat Confirmation Message to Registered Email ID 71

Figure 103 - Web Notification for Schedule Chat 72

Figure 104 – Agent Joins the Scheduled Chat Through Web Notification Link 72

Figure 105 – Error Message 73

Figure 106 - Schedule Session 73

Figure 107 – Call Icon 74

Figure 108 – Add SOP 74

Figure 109 – Edit SOP 75

Figure 110 - SOP Response in BigFix AEX Chat Windows 75

Figure 111 – Leave Chat 76

Figure 112 – Confirmation Message 76

Figure 113 - Confirmation Message to Train BigFix AEX 77

Figure 114 – SOP Response 77

Figure 115 – Adding Variations 78

Figure 116 – Success Message 78

Figure 117 - Conversation Closed Message] 79

Figure 118 – Chat History – Open Button 80

]Figure 119 – Transfer History 80

Figure 120 – Profile Icon 81

Figure 121 – Change Status 81

Figure 122 – Message Icon 82

Figure 123 - Adding Canned Message 82

Figure 124 – Success Message 83

Figure 125 - Edit Canned Message 83

Figure 126 – Edit Canned Message 84

Figure 127 – Success Message 84

Figure 128 – Delete Canned Message 85

Figure 129 – Confirmation Message 85

Figure 130 – Success Message 86

Figure 131 – Logout 86

Figure 132 - Notification 87

Figure 133 – Settings Icon 87

Figure 134 – Dark Theme 88

Figure 135 – Light Theme 88

Figure 136 – Chat Activity 89

Table 1 - Conventions 11