Prerequisites
- Configure a contact center platform that you can integrate with a handover provider. For example, for Live Agent, you need to have an Inbox with the Project ID and the Webhook URL set up and, if necessary, the Enable AI Copilot Workspace option activated.
- Create a handover provider that integrates with your contact center platform.
- Add a Large Language Model (LLM) to your Project that supports Knowledge Search and Answer Extracting.
- Create a Knowledge Store and Knowledge Sources in the Knowledge Store.
Configure Knowledge Retrieval for Agent Copilot
Configure the AI Agent Flow
1
Create a Flow and Add a Say Node for Greeting
- In Build > Flows, create a Flow and give it a name, for example,
Knowledge Retrieval Agent Flow. - Add a Say Node and configure the following settings:
- Text — enter a greeting message, for example,
Hi, do you have any questions regarding Knowledge AI?. Save the Node.
- Text — enter a greeting message, for example,
2
Add a Handover to Agent Node
- Below the Say Node, add a Handover to Agent Node and configure the following settings:
- Handover Settings section, select your handover provider from the Handover Provider list. Depending on the handover provider, you need to configure additional settings.
- Handover Accepted Message — enter a message to be displayed when the handover is accepted, for example,
I'll hand over to a human agent who can look into this matter for you.. Save the Node.
Configure the Agent Copilot Flow
The Copilot: Knowledge Tile Node requires a specific configuration to work correctly. In this example, you need an If Node, a Once Node and two Copilot: Knowledge Tile Nodes. For more information, see Copilot: Knowledge Tile Node.1
Create a Flow and Set the If Node
-
In Build > Flows, create a Flow and give it a clear name, for example,
Knowledge Retrieval Copilot Flow. -
After the Start Node, add an If Node .Under the Condition field, click Use Advanced Editor and enter the following:
If you set this condition to
knowledge, the ID of the Copilot: Knowledge Tile Node needs to be set toknowledge.
2
Add the First Copilot: Knowledge Tile Node
After the Then Child Node of the If Node, add a Copilot: Knowledge Tile Node and configure the following settings:
- Tile ID — enter
knowledge. - Knowledge Source — select a Knowledge Source, for example, the Knowledge Source you created with the CTXT sample file about Knowledge AI.
3
Add a Set Grid Node
-
After the Else Child Node, add a Copilot: Set Grid Node and set the Copilot Grid Configuration as follows:
4
Add the Copilot Nodes to the Flow
-
Below the Copilot: Set Grid Node, add an LLM Prompt Node and configure it to generate the next best response for the agent based on the user’s latest input and to store the result in the Input object:
- System Prompt — enter the following:
- In the Storage & Streaming section, configure the following:
- How to handle the result — set to Store in Input.
- Input Key to store Result — set to
input.promptResult.
- System Prompt — enter the following:
-
Add a Copilot: Next Action Tile Node after the LLM Prompt Node and configure the Node as follows:
- Tile ID:
next-action - Text:
- Tile ID:
-
Add a Copilot: Knowledge Tile Node and configure it as follows:
- Tile ID:
knowledge - Knowledge Source: select a Knowledge Source, for example, the Knowledge Source you created with the CTXT sample file about Knowledge AI. Save the Node.
- Tile ID:
5
Add a Once Node and the Second Copilot: Knowledge Tile Node
- Below the If Node, add a Once Node.
- Copy the first Copilot: Knowledge Tile Node by right-clicking it and selecting Copy.
- Below the On the First Time Node, right-click
and select Paste to add a Copilot: Knowledge Tile Node.