AI Prompts
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Settings | AI Prompts
AI Prompts can be created to perform an action using AI on the transcription of the call. These actions can be triggered in multiple ways:
1. Triggered manually by pressing the Generate Prompt button on the AI Prompts tab on the Call Details panel. When using this method, the response will be shown on the same panel. The response can also be shown in the call history panel if the setting Save Response to Local Call History is enabled.
2. Triggered on chat callback reminder, email callback reminder, or chat consult transfer creation. When using this method, the response will be displayed in the consult transfer chat or callback reminder. The response can also be shown in the call history panel if the setting Save Response to Local Call History is enabled.
3. Triggered automatically at end of call. When using this method, we recommend enabling the setting Save Response to Local Call History. The response will then be shown in the call history panel.
4. Triggered manually by pressing a keyboard shortcut. When using this method, the response can be shown on the Call Details panel or the call history panel (if the setting Save Response to Local Call History is enabled).
AI Prompt
Display Name
This display name of the AI prompt.
Description
Optional description of the AI Prompt.
Prompt
This is the prompt that will be sent to AI.
Display on Call Details
Include as Option for Callback Reminders
Save Response to Local Call History
Save the AI prompt response to local history. This will allow the response to be viewed in the Call History panel.
Triggers: End of Call
Triggers the AI prompt at the End of the call. When using this trigger, we recommend enabling Save Response to Local Call History setting. The response can then be viewed in the call history panel.
Triggers: Keyboard Shortcut
Triggers the AI prompt by pressing the specified keyboard shortcut. When using this method, the response can be shown on the Call Details panel or the call history panel (if the setting Save Response to Local Call History is enabled).
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