Assign a summary configuration to an Agent Copilot

AI-generated summary

Genesys Cloud enables administrators to assign AI Studio configurations to Agent Copilots for generating automated call summaries during after call work. The process involves navigating to Admin > Contact Center > Agent Copilots, selecting a copilot, and assigning a configuration under After call work settings. The system automatically generates summaries for each call based on transcripts, mapping internal and external participants and extracting key conversation details. Prerequisites require transcripts in plain text format with internal and external participants matching identically to the configuration's participant fields and separated on individual lines. Administrators can either create new configurations by opening AI Studio in a new tab or select from existing configurations, then save the copilot settings to activate the functionality

Before you can assign an AI Studio summary configuration to an Agent Copilot, you must first add it in the AI Studio view. For more information, see Add and manage an AI Studio summary.

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Note: The transcript must be in plain text and the conversation’s internal participants and external participants must match identically and separated on individual lines to the summary configuration’s Internal Participant and External Participant.

Click Admin > Orchestration > AI Studio > Agent Copilots.
Search for or navigate to the preferred Agent Copilot and click to open it. The copilot you selected opens to the Settings tab.
Under After call work settings Summary configuration, create a new summary configuration or select an existing one:
- To create a new summary configuration, click the open button to open AI Studio in a new tab, and then add your summary configuration.
- To use an existing summary configuration, select it from the list.
Click Save Copilot.

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Assign a summary configuration to an Agent Copilot

AI-generated summary

Before you can assign an AI Studio summary configuration to an Agent Copilot, you must first add it in the AI Studio view. For more information, see Add and manage an AI Studio summary.

Show meClick to expand

Click Admin > Orchestration > AI Studio > Agent Copilots.
Search for or navigate to the preferred Agent Copilot and click to open it. The copilot you selected opens to the Settings tab.
Under After call work settings Summary configuration, create a new summary configuration or select an existing one:
- To create a new summary configuration, click the open button to open AI Studio in a new tab, and then add your summary configuration.
- To use an existing summary configuration, select it from the list.
Click Save Copilot.

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Assign a summary configuration to an Agent Copilot

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Assign a summary configuration to an Agent Copilot

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