Introduction

AI ChatAssist is an AI-based chat tool that your end-users can interface with through our Client Portal and Microsoft Teams bot. Friendly, knowledgeable and eager to help, AI ChatAssist responds instantly to your end-users, and helps them to resolve the issue that they are experiencing. AI ChatAssist also creates a ticket will all the necessary information in your PSA - ensuring that your technicians have a detailed view of the problem and what steps were taken to resolve it.

Enabling AI ChatAssist

1. Login to the MSP Process UI (https://app.mspprocess.com) with an Admin-level account
2. Navigate to the Client Portal -> Configurations page
3. Edit your Client Portal configuration
4. Click on the Chats tab
5. Put a checkmark beside the Use AI ChatAssist for Support Chats option
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6. Name your AI ChatAssist agent - this is the name your end-users will see when they are chatting with the agent
7. Click Submit

Interfacing with AI ChatAssist as an End-User

When AI ChatAssist has been enabled for a Client Portal, your end-users will be able to interact with it by clicking the Chat With Support button from either the Client Portal or our Microsoft Teams bot:

Client Portal:

Microsoft Teams Bot:

By clicking the Chat With Support button, your end users will be presented with a user-friendly interface for describing their issue:

End-users can either type in the problem that they are experiencing, or they can choose from one of the convenient, one-click options.

Once your end-user clicks the Send button, a ticket is automatically created, and AI ChatAssist will start working with your end-user to resolve the problem: