- A Copilot: Next Action Tile Node that suggests a next action to the human agent.
- A Copilot: Transcript Tile Node that displays the conversation transcript to the human agent.
Prerequisites
- Access to Voice Gateway.
- Configure a speech provider in Cognigy.AI and the Voice Gateway Self-Service Portal.
- Configure the phone number you use in your contact center in the Voice Gateway Self-Service Portal.
- 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.
- Add a compatible LLM for the LLM Prompt Node.
Setup Process
- Create a handover provider. The handover provider connects the AI Agent to your contact center platform.
- Create a Handover Flow. The Handover Flow configures the interaction with the AI Agent and the handover to a human agent.
- Create an Agent Copilot Flow. The Agent Copilot Flow configures the Agent Copilot workspace and the individual widgets.
- Create a Voice Copilot Endpoint. The Voice Copilot Endpoint receives the transcript of the voice call and sends it to the Agent Copilot workspace.
- Create a Voice Gateway Endpoint. The Voice Gateway Endpoint connects the AI Agent to Voice Gateway.
- Create an application in the Voice Gateway Self-Service Portal. The Voice Gateway application connects your contact center phone number to the Voice Gateway Endpoint.
- Test the Agent Copilot workspace by calling the phone number you configured in the Voice Gateway application.
Set Up Agent Copilot for Voice-to-Chat
1
Create a Handover Provider
In Deploy > Handover Providers, create a handover provider according to your contact center platform. Depending on the platform, you may need different settings for the Handover Flow.
2
Create a Handover Flow
- In Build > Flows, create a Flow and give it a clear name, for example,
Handover. - In the Flow editor, add a Say Node and set its Text parameter to
Hi, let's hand you over to the humans.. - Add a Handover to Agent Node and configure the following:
- Handover Provider — set to the previously created Handover Provider, and configure it accordingly. For example, if you use Live Agent, you need to set the Live Agent Inbox ID.
- Handover Accepted Message — enter
Transferring to humans....
3
Create an Agent Copilot Flow
-
In your Cognigy.AI Project, go to Build > Flows and create a Flow and give it a clear name, for example,
Agent Copilot. -
Add a Set Grid Node and set the Copilot Grid Configuration as follows:
- After the Copilot: Set Grid Node, add an LLM Prompt Node. 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.
- Add the following Agent Copilot Nodes after the LLM Prompt Node and configure them as follows:
- Copilot: Next Action Tile Node:
- Tile ID —
next-action - Text:
This expression dynamically retrieves the LLM-generated suggestion for the tile. - Tile ID —
- Copilot: Next Action Tile Node:
- Copilot: Transcript Tile Node:
- Tile ID —
transcript
- Tile ID —
4
Create a Voice Copilot Endpoint
- In Deploy > Endpoints, click + New Endpoint and select Voice Copilot.
- In the New Endpoint section, configure the following:
- Name — enter a unique name, for example,
Voice Agent Copilot Endpoint. - Flow — select the Agent Copilot Flow you created from the list.
- Name — enter a unique name, for example,
5
Create a Voice Gateway Endpoint
- In Deploy > Endpoints, click + New Endpoint and select Voice Gateway.
- In the New Endpoint section, configure the following:
- Name — enter a unique name.
- Flow — select the Handover Flow from the list, in this example,
Handover.
- Copy the Endpoint URL for later use in the Voice Gateway application and save the changes.
6
Create a Voice Gateway Application
- In the Voice Gateway Self-Service Portal, click Application in the left-side menu, then Add application.
- On the Add an application page, configure the following:
- Application name — enter a unique name, for example,
Voice-to-Chat App. - Calling webhook — enter the Endpoint URL you copied from the Voice Gateway Endpoint settings and make sure to select the POST in the METHOD field.
- Call status webhook — enter the Endpoint URL you copied from the Voice Gateway Endpoint settings and make sure to select the POST in the METHOD field.
- Speech synthesis vendor and Speech recognizer vendor — make sure you configure the same speech provider as configured in Cognigy.AI.
- Application name — enter a unique name, for example,
- Click Save, then Phone Numbers in the left-side menu.
- Select the phone number you use in your contact center.
- In the Application field, select Voice-to-Chat App and save the changes.
7
Test Agent Copilot
To test Agent Copilot, follow these steps:
- Open your contact center platform and call the number you configured in the Voice Gateway Application. The voice AI Agent answers the call and creates a chat session in the contact center platform.
- Say something to the voice AI Agent, for example,
Thanks, I'll wait for the human agent.. Your voice message is sent as text to the chat in the contact center platform. - Find and select the corresponding chat in the contact center platform.
- The Agent Copilot workspace displays a widget with the conversation transcript and a widget with the next action.
- Click the icon to paste the next action text into the chat and send the message. The voice AI Agent responds with the text from the next action widget.