TeamDynamix - AI Tools for Agents and Technicians

Summary

AI Ticket Summaries & Revise with AI have been made available to agents and technicians to assist them with working requests.

AI Ticket Summaries

AI Ticket Summaries generate a summary based on a ticket’s title, description, attributes and recent activity. 

Viewing AI Ticket Summaries

(1) In Work Management (TDNext), open a ticket.

(2) At the top of the ticket, click the View Ticket Summary panel.

Ticket Summaries Best Practice

Always verify the complete ticket details before responding to the requester. AI Ticket summaries are helpful for quick context but should never replace a full review of the ticket.

Screenshot - Viewing AI Ticket Summary

Revise with AI

Revise with AI enables users to revise text for grammar, clarity, and conciseness, anywhere that rich text editors exist throughout Work Management and the Client Portal.

Using Revise with AI

(1) Users can utilize Revise with AI to revise all the text within the rich text editor by clicking the Revise with AI button located in the toolbar.

(2) Users can also revise a portion of their text by highlighting the desired portion, then clicking the Revise with AI button.

Revise with AI Best Practice

Always review revisions to ensure accuracy.

Screenshot - Using Revise with AI
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Related Articles (1)

TDNext is work management interface used by agents / technicians to work requests and tickets. This article provides a high-level overview of how to work a request / ticket.

Related Services / Offerings (1)

TeamDynamix, our Enterprise Service Management System (ESM), is a highly configurable service management system that can is used for ticketing and other service management and reporting functions.