Conversation Assignment

Overview

Conversation Assignment is the set of rules you can apply to manage conversations among your team members(humans and AI Agents). You can assign and route conversations between your team members to effectively manage all the incoming conversations. You can find these rules in Conversation Rules section in the Dashboard.

Conversation-Rules

Here are the guidelines on how to use conversation rules for humans and AI Agents:

Routing rules for human agents

Automatic assignment

If the automatic assignment is enabled, all the incoming conversation will be assigned to the human agents in a round robin manner. All the human agents who are offline or in 'Away' mode will be skipped in the routing. In case all the human agents are offline, the conversation will be assigned to the Default agent. You can set the default agent from the same section.

Notify everybody

If notify everybody is enabled, then the conversation will be assigned to a default agent and notifications will be sent to everybody. Anybody can assign that conversation to themselves after that.

Conversation-Rules

Note: In case 'Assign new conversations to AI Agents' is enabled, then irrespective of the routing rules for human agents, the conversation will be assigned to the 'selected AI Agents'.

Channel based routing rules

You can decide the routing rules for each individual channel. You can assign an AI agent, Human Agent or a Team.

Conversation-Rules

Routing rules for AI Agents

Assign new conversations to AI Agents

If enabled, all the incoming conversations will be assigned to the selected AI Agents. You can choose the selected AI Agents from the drop down.

A few points to note when the conversations are assigned to a AI Agents:

  • If the AI Agents is not able to answer:

    • The conversation will be assigned to default human agent if Notify everybody is selected in the agent routing rules.
    • The conversation will be assigned to the human agent present in the conversation for Automatic assignment.

  • The Welcome and Away messages configured from the Dashboard will not come. The welcome messages configured by the AI Agents will come here.

  • The Take over from AI Agents button will be displayed in the the conversation, if the human agent takes over from the AI Agents, conversation will assign to that particular agent.

AI Agents to human handoff

AI Agents to human handoff comes in handy when the AI Agents is unable to answer the customer or is unable to understand what the customer is saying. There are multiple ways AI Agents can assign the conversation to agents:

1. Assign conversation to a human agent

  • Add the JSON code below (as a custom payload) to the response of the Intent. Specify the agent's email ID (same email ID which an agent uses to log into the Kommunicate dashboard) in KM_ASSIGN_TO parameter.
  • If KM_ASSIGN_TO parameter is left empty, the conversation routing rules will be applied and the conversation will be assigned to a human agent based on the routing rules.
{
  "platform": "kommunicate",
  "message": "our agents will get back to you", 
  "metadata": {
    "KM_ASSIGN_TO": ""  
  }
}

set "KM_ASSIGN_TO": "<AGENT'S USER_ID>" if you want to assign the conversation to specific agent.

  • Click on Intents and go to Agent Says.
  • Click on More and Custom.
  • Modify the sample JSON according to your specific needs and paste it in the “Custom Payload” section.
  • Save the intent and let the agent complete the training.

Handoff_To_Agent

3. Assign conversation to a team

  • Add the below mentioned JSON code (as a custom payload) to the response of the Intent. Specify the Team ID in KM_ASSIGN_TEAM parameter.

To get the Team ID, go to your Kommunicate Dashboard >> ⚙️Settings >> COMPANY >> Teammates >> TEAM

{
    "platform": "kommunicate",
    "message": "One of our teammate will get back to you",
    "metadata": {
        "KM_ASSIGN_TEAM": "54515931"
    }
}

Handoff a conversation to another AI Agents

If you have multiple AI Agents running, you can hand off the conversation to another AI Agents when specific intent is matched. You can trigger an event so that your AI Agents will get exact context rather than starting from the beginning. Set the below JSON as custom payload to handoff the conversation to another AI Agents:

{
    "platform": "kommunicate",
    "message": "Forwarding your request to a teammate who is expert in this",
    "metadata": {
        "KM_ASSIGN_TO": "<AI Agents_ID>",
        "event": {
            "name": "WELCOME", 
            "data": {}
        }
    }
}
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