Documentation
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  • Getting Started

    • ConnectiveOne Documentation
  • Channel Configuration

    • Channels

      • Integrator — Channels Configuration Hub
      • Explanations

        • What is ConnectiveOne Widget
        • Widget JavaScript API
      • Instructions

        • How to Configure IP Blocking Message?
        • How to Configure Widget in Settings
        • How to Connect Facebook Messenger and Instagram to ConnectiveOne
        • How to Connect Gmail to ConnectiveOne
        • How to Connect Outlook to ConnectiveOne
        • How to Connect Telegram to ConnectiveOne
        • How to Connect Numbered Viber, Telegram, and WhatsApp via e-chat
        • How to Connect Viber to ConnectiveOne
        • How to Connect WhatsApp to ConnectiveOne
        • How to Customize Widget Colors
        • How to Manage Widget from Website
        • How to Pass Parameters from Website to Scenario
        • How to Configure Sending SMS via Alpha SMS
        • How to Configure Sending Viber/SMS via Infobip
        • How to Connect Widget to Website
        • How to Use Custom Code for Widget
        • How to Work with Widget on SPA Applications
  • Request Processing

    • Operator Panel (OperatorLine)

      • Operator — OperatorLine Scenarios Hub
      • Supervisor — OperatorLine Scenarios Hub
      • Administrator — OperatorLine Scenarios Hub
      • Integrator — Operator Panel Hub for OperatorLine
      • Explanations

        • About Processing Requests in ConnectiveOne
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • About Connecting Chat with Operator Through Operator Panel
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • Open Request
        • Reorder Folders
        • How to Reply to a Client?
        • Set Topic and Tags
        • Use Copilot
        • Use Quick Replies
        • How to View Active Dialogs in Client Card?
        • View Chat List
        • View Chats in Table
        • View Request Queue
        • How to View Ticket Logs?
        • How to View Ticket SLA Metrics?
    • Profile

      • Operator — Profile Scenarios Hub
      • Administrator — Profile Scenarios Hub
      • Instructions

        • How to Change Interface Language?
        • Configure Folders
        • Configure Notifications
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

      • Operator — BroadcastUsers Scenarios Hub
      • Integrator — BroadcastUsers Scenarios Hub
      • Administrator — BroadcastUsers Scenarios Hub
      • Instructions

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • How to Find a Client?
        • Search Clients by File
        • Send Broadcast to Selected Clients
        • How to View a Client Card?
        • View Client Channels
  • Broadcasts

    • Broadcast

      • Operator — Broadcast Hub
      • Integrator — Broadcast Settings Hub
      • Analyst — Broadcast Analytics Hub
      • Instructions

        • How to Activate a Scheduled Broadcast?
        • How to Add Images to Broadcasts?
        • How to Check Broadcast Status?
        • How to Configure an Automatic Broadcast?
        • How to Configure Alias in Broadcasts?
        • How to Configure Broadcast Limits?
        • How to Create a Broadcast Template?
        • How to Create a Broadcast?
        • How to Create a Broadcast Topic?
        • How to Deactivate a Broadcast Topic?
        • How to Edit a Broadcast Draft?
        • How to Edit a Broadcast Topic?
        • How to Export Broadcast Results?
        • How to Format Messages in Broadcasts?
        • How to Launch a Broadcast Immediately?
        • How to Save a Broadcast as a Draft?
        • How to Find Contacts by File?
        • How to Send a Broadcast from the Clients Module?
        • How to Configure a Scheduled Broadcast?
        • How to Configure Subscription to Broadcast Topics?
        • How to View a Broadcast Report?
        • How to View Broadcast Results?
        • How to View Click Statistics?
        • How to View Delivery Statistics?
        • How to View Open Statistics?
  • Automation

    • Scenario Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub
      • Explanations

        • Actions in Scenarios — What They Are and How They Work
        • About Using autobroadcast__create Action in Scenarios
        • About Copying Existing Bot Scenario
        • About ConnectiveOne Integration with Corezoid Through Operator Panel
        • About Displaying Images to User
        • About Email Categorization Using AI
        • About Facebook Ads Referral Tags
        • About Launching Scenario from Facebook Ads
        • About HTML Text Formatting in Telegram and Widget
        • About Inline Keyboard in Telegram and Widget
        • About Configuring Alias for Outgoing Dialog
        • About Payment via Bot
        • About Telegram Group Bots
        • About Telegram WebApp in Scenarios
        • About Viber Keyboard Styling
        • About Viber Start Message
      • Instructions

        • How to Add Translations to a Scenario?
        • How to Create a New Bot Scenario?
        • How to Create a Scenario Section?
        • How to Edit an Existing Bot Scenario?
        • How to Export or Import a Scenario?
        • How to Use an Action in a Scenario?
        • How to View and Restore Scenario Versions?
    • ActionJail

      • Operator — ActionJail Scenarios Hub
      • Instructions

        • How to Create and Maintain an Action in ActionJail (Administrator)
        • How to Clone an Action in ActionJail
        • How to Quickly Find an Action in ActionJail
        • How to Connect an ActionJail Action to a Bot Scenario (Integrator)
      • Reference

        • Actions Reference — Actions Guide
    • Integrations

      • Integrator — ConnectiveOne Integrations Hub
      • Explanations

        • Launch Scenario via Deeplink
        • Transfer UTM Tags Through Messages
        • What are ConnectiveOne Integrations
      • Instructions

        • How to Integrate Operator Panel as Widget in CRM/ERP
        • How to Configure Product Name for Zoho CRM
        • How to Integrate External System via Custom Channel
        • How to Get Data from API Using send_request
        • How to Send Data from ConnectiveOne via send_request
        • How to Configure User Subscription to Notifications
        • How to Launch Bot Scenario via API call_node
        • How to Integrate ConnectiveOne with eSputnik
        • How to Send Phone Broadcast via Route
        • How to Use ConnectiveOne API
        • How to Configure Operator Panel Webhook
      • Reference

        • API Reference — ConnectiveOne API Reference
    • Custom Data

      • Integrator — Custom Data Scenarios Hub
      • Administrator — Custom Data Scenarios Hub
      • Analyst — Custom Data Scenarios Hub
      • Instructions

        • Add Field to Model
        • How to Configure Field Display in Custom Data?
        • Configure Field Type
        • How to Create an Association Between Tables in Custom Data?
        • Create Group
        • How to Create a Data Model?
        • Edit Model
        • Export Filtered Data
        • How to Export Model Data?
        • How to Extend Client Contacts Table Through Custom Data?
        • How to Find Records by Filters?
        • Import Data from File
        • How to Save Data from Scenario to Custom Data?
        • Sort Records
        • How to Use AI Magic to Create Custom Data Models?
        • How to Use custom_modules__get Action to Get a Record?
        • How to Use Autocomplete Search in Custom Data?
        • How to Use custom_modules__set Action to Create a Record?
        • Validate Data
        • View Model Records
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • How to Create a Jira Task with a File?
        • How to Delete a File or Folder?
        • How to Navigate to a Folder?
        • How to Upload a New File?
        • How to View the File List?
  • Artificial Intelligence

    • FastLinePro

      • Integrator — FastLinePro Scenarios Hub
      • Administrator — FastLinePro Scenarios Hub
      • Instructions

        • Activate KB Plugin
        • How to Check AI Agent Response in Scenario?
        • Check Synchronization Status
        • Configure Agent Prompt
        • How to Configure Agent Variables in FastLinePro?
        • How to Configure Chunking in FastLinePro Knowledge Base?
        • Configure KB Plugin Synchronization
        • Configure Knowledge Synchronization
        • How to Connect Knowledge Base to AI Agent in FastLinePro?
        • Create Agent
        • How to Create a Chatbot?
        • How to Create a Knowledge Base?
        • Deactivate KB Plugin
        • How to Prepare a File for FastLinePro Knowledge Base?
        • Run KB Synchronization
        • Update KB Files
        • Upload Files to KB
        • How to Use action_fastline_pro Action in Scenario?
    • Quality Assurance

      • Supervisor — Quality Assurance Scenarios Hub
      • Administrator — Quality Assurance Scenarios Hub
      • Analyst — Quality Assurance Scenarios Hub
      • Instructions

        • How to Adjust AI Assessment Criteria?
        • How to Approve Assessment?
        • Assess Request
        • Conduct Quality Check
        • How to Create a New Dialogue Assessment?
        • Export Assessments
        • Filter Assessments
        • Use Checklist
        • View Assessment Details
        • How to View Assessments List and Find the Needed One?
        • View Quality Dashboard
        • View Quality Reports
  • Statistics

    • Statistics

      • Supervisor — Statistics Scenarios Hub
      • Administrator — Statistics Scenarios Hub
      • Analyst — Statistics Scenarios Hub
      • Instructions

        • Apply Filters to Report
        • How to Configure CSAT (Customer Satisfaction) in Statistics?
        • How to Create and Configure a Funnel in Statistics?
        • Create Detailed Report
        • Create Funnel
        • Export Report
        • How to Export Statistics Data?
        • Set Target Metrics
        • View Daily Report
        • View Dashboard
        • How to View Metabase Dashboards in Statistics Module?
        • How to View Operator Schedule in Statistics?
        • View Shift Report
      • Reference

        • Statistics Metrics — Reference
  • Administration

    • Settings

      • Supervisor — Operator Panel Settings Hub
      • Administrator — System Settings Hub
      • Instructions

        • How to Activate or Deactivate a Bot?
        • How to Configure Authentication and Access Management?
        • How to Configure a Bot?
        • How to Configure Operator Calendars?
        • How to Configure Chat Parameters?
        • How to Configure Client Card Fields?
        • How to Configure Client Fields?
        • How to Configure File Parameters?
        • How to Configure Hot Keys?
        • How to Configure Instance Parameters?
        • How to Configure Operators in Chats?
        • How to Configure Roles and Access Rights?
        • How to Configure Styles and Scripts?
        • How to Configure Ticket Topics?
        • How to Configure General System Settings?
        • How to Configure Ticket Parameters?
        • How to Configure Timers for Chats?
        • How to Configure User Fields?
        • How to Create a New Bot?
        • How to View Bots List?
        • How to View System Status?
        • How to View Users List?
      • Reference

        • What Are Server Requirements for Hosting ConnectiveOne?
    • Access Recovery

      • Access Recovery — Scenarios Hub
      • Instructions

        • How to Enable Password Recovery Flow (Administrator)
        • How to Generate a Password Reset Link Manually (Administrator)
        • How to Reset Password Through "Forgot Password?"

About AI Assistant for Operators

AI Assistant is a set of artificial intelligence tools integrated directly into the operator interface. These tools help operators quickly understand long dialog context, improve message quality, and get real-time hints for replies. This page explains how AI Assistant works, what tools it includes, and when to use them.


Context and Problem

Operators often face challenges when working with clients:

  • Long dialogs — it's difficult to quickly understand the essence of a conversation that has been going on for a long time
  • Quality of replies — operators need to maintain professional communication style and correct grammar
  • Response speed — especially for new employees, it takes time to formulate appropriate replies
  • Standard situations — many questions are repeated, and operators need quick access to professional wording

AI Assistant solves these problems by providing intelligent tools that help operators work more efficiently and maintain high communication quality.


Key Concepts

AI Summarize

AI Summarize creates a brief summary of the entire dialog, helping operators quickly understand the conversation context without reading all messages.

How it works:

  1. Operator clicks the "Summarize" button near the message input field
  2. System analyzes recent dialog messages (usually last 5-10 messages)
  3. AI generates a concise summary highlighting key points, client's problem, and current status
  4. Summary appears in a modal window or as a system message in chat

When to use:

  • When taking over a dialog from another operator
  • When returning to a long conversation after a break
  • When you need to quickly understand the essence of a complex dialog

AI Text Editor

AI Text Editor helps improve message text before sending — corrects grammar, improves style, formats text according to rules.

How it works:

  1. Operator writes a message in the input field
  2. Clicks the AI icon in the input field
  3. AI analyzes the text and suggests improvements
  4. Operator can accept suggestions or edit them further

When to use:

  • When you need to improve message quality
  • When you want to ensure correct grammar and spelling
  • When you need to format text according to company standards

Copilot

Copilot provides real-time AI hints — analyzes client's message and suggests relevant reply options based on dialog context.

How it works:

  1. Client sends a message
  2. Copilot automatically analyzes the message and dialog history
  3. System generates reply suggestions visible only to the operator
  4. Operator can use suggested reply, edit it, or write their own

When to use:

  • When you need help formulating a reply
  • When working with standard questions
  • When you want to speed up response time

Approach Options

Manual vs AI-Assisted Work

Manual work:

  • ✅ Pros: Full control, personal approach
  • ❌ Cons: Slower, requires more experience, risk of errors

AI-Assisted work:

  • ✅ Pros: Faster, consistent quality, helps new employees, reduces cognitive load
  • ❌ Cons: Requires verification, may need editing

Why we use AI Assistant: AI Assistant doesn't replace operators but helps them work more efficiently. It's especially valuable for new employees who are still learning, and for experienced operators who want to speed up routine tasks and focus on complex cases.

When to Use Each Tool

AI Summarize — use when you need to quickly understand dialog context, not for every message.

AI Text Editor — use when you want to improve message quality, especially for important or complex replies.

Copilot — use for standard situations and when you need quick reply options. Always review and edit suggestions before sending.


Adopted Solutions

Integration into Operator Interface

AI Assistant tools are integrated directly into the operator interface, so operators don't need to switch between different systems or windows. All tools are available right where they work.

Real-Time Processing

Copilot works in real time — as soon as a client sends a message, the system analyzes it and provides hints. This minimizes waiting time and helps operators respond quickly.

Context Awareness

All AI Assistant tools analyze dialog context, not just individual messages. This ensures that suggestions and summaries are relevant to the current conversation.

Operator Control

Operators always have full control — they can use AI suggestions, edit them, or ignore them completely. AI Assistant is a helper, not a replacement for operator judgment.


Implications for Users and Implementation

For Operators

When using AI Assistant:

  1. Always review AI suggestions — AI is a helper, but you are responsible for the final message
  2. Use tools appropriately — don't use AI Summarize for every message, use it when you need to understand context
  3. Edit suggestions — AI suggestions are starting points, customize them to match your communication style
  4. Combine with other tools — use AI Assistant together with quick replies and knowledge base for maximum efficiency

Common Errors

Error: Using AI suggestions without review
Problem: AI may not always understand context correctly or may suggest inappropriate replies
Solution: Always review and edit AI suggestions before sending

Error: Over-relying on AI tools
Problem: Operators may lose their own communication skills
Solution: Use AI as a helper, but maintain your own judgment and communication style

Error: Using AI Summarize too frequently
Problem: Unnecessary system load and time waste
Solution: Use AI Summarize only when you need to understand dialog context (taking over dialog, returning after break)


Related Documents

  • How-to: Use Copilot — step-by-step instruction for using Copilot
  • How-to: Reply to Client — instruction for replying to clients
  • How-to: Use Quick Replies — instruction for using quick replies
  • Explanation: About Processing Requests in ConnectiveOne — explanation of request types and processing stages