Create a new Genesys Agent Copilot

To create a new Agent Copilot, follow these steps:

1. Click Admin.
2. Under Contact Center, click Agent Copilots.
3. Click Create New Copilot.
4. Enter a name and choose a language. For more information, see the Genesys Agent Copilot collapsible in Genesys Cloud supported languages.

Settings tab

The Copilot setup navigates you to Settings.

In the Settings panel, perform these tasks:

1. Rename the Copilot if necessary.
2. Choose a knowledge base.

 Advanced settings

• Answer highlights: If you enable Answer highlights, Agent Copilot performs a search against the assigned knowledge base, based on the customer’s query. If it finds a relevant article, Agent Copilot highlights the answer from within the article that pertains to the customer’s query.
• Answer generation: Enable Answer generation, so when an agent searches for a keyword or a phrase, Genesys Cloud displays an AI-generated answer, compiled from the knowledge articles that are listed in the search results. 
• NLU confidence threshold: You can adjust how the confidence threshold works in your organization’s Natural Language Understanding (NLU). This threshold determines which intents a model does predict, based on a given utterance.
  
  Example: If the threshold is set at 0.65, the model only predicts an intent for an utterance when its confidence score meets or exceeds 0.65. To help enhance the model’s accuracy in predicting the correct intents, you can optimize the threshold. If you set the threshold too low, it can lead to more false positives, as the model can predict intents that are not a true match. Conversely, a threshold set too high might exclude relevant intents from being predicted. The recommended and default threshold is 0.4.
  

Click Save Copilot.

Natural Language Understanding (NLU) tab

Create Intents to describe a goal, activity, or task that a customer may want to do.

To each intent, you must add Utterances. Utterances are words or phrases that a customer uses to describe what they want to do. 

1. Click Intent.
2. Enter a name for the intent, then click Save. Genesys Cloud navigates you to the intent.
3. Click Utterance.
4. To delete an utterance, click Delete  next to the utterance you want to remove.
5. To test your intents, click Test NLU in the upper right corner of the intent list.
   Note: Enter any intent that you want to test. The Test NLU enables you to test sample messages against existing intents and dialog acts. For more information, see Test the NLU classification of intents and slots.
6. Click Save Copilot.

For more information, see Intents overview and Utterances overview.

Rules engine tab

Set rules to enable the Copilot to activate when it detects the determined trigger in the conversation. Set a trigger and an action for every rule.

A default rule lets the Copilot search the knowledge base in case there is no defined rule triggers. This behavior means that if no other rule applies, the Copilot offers knowledge base articles to agents during their conversations with the customers.

To set up a rule:

1. Click New rule.
2. Select a rule trigger for When this happens. Choose from:
   • Conversation starts
   • Conversation transfers
   • Conversation ends
   • An Intent
     
     Note: Always save your Copilot configuration when you have new, defined intents.
3. Select a Copilot action from Display this to the agent:
   • Knowledge article: Genesys Cloud directly ties the selected knowledge article to the chosen rule trigger. Start typing to access the available knowledge articles.
     
     Example:
     
     The selected rule trigger is Order Pizza, and the selected knowledge article is Pizza delivery. If the Copilot detects the Order Pizza intent in the conversation, it automatically suggests the Pizza delivery knowledge article to the agent.
   • Canned response:  Genesys Cloud directly ties the selected canned response to the chosen rule trigger. Start typing to access the available canned responses.
     
     Example:
     
     The selected rule trigger is Coffee grinder, and the selected canned response is How to grind coffee. If the Copilot detects the Coffee grinder intent in the conversation, it automatically suggests the How to grind coffee canned response to the agent.
   • Script: Search for the script and the script page you want to set. Genesys Cloud directly ties the selected script page to the chosen rule trigger. For more information, see About scripting.
     
     Note: Genesys Cloud can only suggest the default script for the assigned queue, but you can select a script page from any defined scripts. Script page suggestions only work for the script that is assigned to the queue. 
4. Click Add rule. The rule appears in the Rules engine list.
5. Click Save Copilot.

Queues tab

The Copilot can work on one or more queues at a time.

1. From the list, select the queue or queues you want to assign to the Agent Copilot.
2. Click Assign Copilot.

Summarization and wrap-up codes

• Summarization: If you enable an Agent Copilot on a queue, conversation summarization automatically prepares summaries of conversations between the agents and the customers. Genesys Cloud generates summaries for all agents in the respective queue. Only agents with Agents Copilot Agent role can view these summaries. Make sure you have assigned the Agent Copilot Agent role to all agents in the assigned queue.
• Wrap-up code suggestions: Copilot can suggest a predicted wrap-up code when the agent begins after-call work. To set up wrap-up code prediction, admins must add descriptions to the respective wrap-up code. To add a wrap-up code with description, follow the steps in Add a wrap-up code, and enter a description as well. Always assign the wrap-up code to the assigned queue.
  

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