When Virtual Agent transfers to Live Agent ?

Manal  AQUIL
Tera Contributor

Hi Now Community, 

 

Kindly help me understand the below-mentioned query :

 

I have downloaded the VA plugin and using VA in my Service portal, I am using OOB -ITSM topics and a few custom topics which I have combined with NLU intents. Also, live chat is enabled in my instance.

 

But I need to understand when a user is having a conversation with VA at what point VA transfers the conversation to a live agent and how VA identifies that now the conversation needs to be transferred to a live agent (do we configure this in every topic ?) and how we implement that in the topic or backend to transfer to live agent. 

 

Moreover, how does a live agent is notified that the VA conversation is transferred to him, and on which record does the live agent works (is that interaction record ?). And What is the role of agent workspace here? 

 

Thanks for reading and responding. 

 

Regards,

Manal Aquil

1 ACCEPTED SOLUTION

AnubhavRitolia
Mega Sage
Mega Sage

Hi @Manal AQUIL 

 

Firstly, wanted to correct that we cannot use 'Transfer to Live agent' topic directly as this is Topic block and not Topic. So we have to call it in another Topic and use.

 

Find my comments below for your queries:

 

1. If what I write (let's say keyword or utterance ) which my VA doesn't understand (not configured in topic ) then I want it to automatically route it to the live agent either at the start of the conversation or at the point during the conversation.

 

Is this possible? - Yes, this is possible using AI Search Fallback and Fallback setup topics of Custom Greetings and Setup.

  • User enters a request or keyword but Virtual Agent can't find a matching topic or keyword, or finds too many topics to determine the matching topic: Virtual Agent runs the AI Search Fallback topic to generate relevant search results for the user, before displaying the Fallback topic. If you deactivate the AI Search Fallback topic, Virtual Agent runs the Fallback topic.

 

AnubhavRitolia_0-1665935800127.png

 

https://docs.servicenow.com/bundle/quebec-now-intelligence/page/administer/virtual-agent/concept/wor...

 

2. When the conversation is transferred to a live agent, do they receive a notification or they are notified?

- OOTB there is not email Notification triggered. Also it will depends on what Chat feature you are using like Connect Chat, AWA Agent Workspace Chat, etc. 

Now mostly people will be using Agent Workspace Chat where Live agents will get notification there. Check the below link for more details:

https://docs.servicenow.com/bundle/tokyo-servicenow-platform/page/administer/conversational-interfac...

 

 

Please mark this as correct answer and helpful if it resolved, or mark this helpful if this help you to reach towards solution.

Thanks
Anubhav Ritolia
ServiceNow Rising Star 2023

View solution in original post

4 REPLIES 4

AnubhavRitolia
Mega Sage
Mega Sage

Hi @Manal AQUIL 

 

Transfer to Live agent is a Topic block present OOTB as below:

AnubhavRitolia_0-1665930243477.png

 

 

We need to configure them in Topics or we can configure separate Topic just to connect to Live Agent.

 

Some scenario when we can configure to transfer to Live Agent or give user option to transfer to Live agent is:

 

1. If user is facing any issue and we have configured Contextual Search for it. If issue searched by User is not found or not helpful, they could have option to connect to Live Agent to discuss on that issue and create Incident.

 

2. If user wan't to discuss something related to there existing Incident, Request, Case, ticket, etc (any task).

 

3. They want to escalate something to Agent.

 

And so on.

 

 

Please mark this as correct answer and helpful if it resolved, or mark this helpful if this help you to reach towards solution.

Thanks
Anubhav Ritolia
ServiceNow Rising Star 2023

Manal  AQUIL
Tera Contributor

@AnubhavRitolia Your answer makes sense but either using OOB -Transfer the live agent topic or creating a custom topic to connect the live agent will require the user to select from a list of topics or click contact support but I want to transfer in the below-mentioned scenario.

 

1. If what I write (let's say keyword or utterance ) which my VA doesn't understand (not configured in topic ) then I want it to automatically route it to the live agent either at the start of the conversation or at the point during the conversation.

 

Is this possible?

 

2. When the conversation is transferred to a live agent, do they receive a notification or they are notified?

 

 

Regards,

Manal

AnubhavRitolia
Mega Sage
Mega Sage

Hi @Manal AQUIL 

 

Firstly, wanted to correct that we cannot use 'Transfer to Live agent' topic directly as this is Topic block and not Topic. So we have to call it in another Topic and use.

 

Find my comments below for your queries:

 

1. If what I write (let's say keyword or utterance ) which my VA doesn't understand (not configured in topic ) then I want it to automatically route it to the live agent either at the start of the conversation or at the point during the conversation.

 

Is this possible? - Yes, this is possible using AI Search Fallback and Fallback setup topics of Custom Greetings and Setup.

  • User enters a request or keyword but Virtual Agent can't find a matching topic or keyword, or finds too many topics to determine the matching topic: Virtual Agent runs the AI Search Fallback topic to generate relevant search results for the user, before displaying the Fallback topic. If you deactivate the AI Search Fallback topic, Virtual Agent runs the Fallback topic.

 

AnubhavRitolia_0-1665935800127.png

 

https://docs.servicenow.com/bundle/quebec-now-intelligence/page/administer/virtual-agent/concept/wor...

 

2. When the conversation is transferred to a live agent, do they receive a notification or they are notified?

- OOTB there is not email Notification triggered. Also it will depends on what Chat feature you are using like Connect Chat, AWA Agent Workspace Chat, etc. 

Now mostly people will be using Agent Workspace Chat where Live agents will get notification there. Check the below link for more details:

https://docs.servicenow.com/bundle/tokyo-servicenow-platform/page/administer/conversational-interfac...

 

 

Please mark this as correct answer and helpful if it resolved, or mark this helpful if this help you to reach towards solution.

Thanks
Anubhav Ritolia
ServiceNow Rising Star 2023

Manal  AQUIL
Tera Contributor

Thanks for helping me navigate . @AnubhavRitolia