V20 U8 BETA: AI Chapter Like a Boss!

If I am understanding correctly you want this setting off in the department options:

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Thanks, that works for the webclient and apps, but still publishes all internal extensions in the phonebook xml files that are accessed by provisioned phones. I'm not sure if that's changed in U8 as the instance I'm deploying with this use case for is U7.
 
@N_G the new update and the AI features are really impressive. Being able to freely adjust the prompts is especially amazing — I’ve already been able to build a kind of “knowledge base” for questions and answers, and even a sort of “digital order intake” system. There’s a lot of potential here!

While working with it, I noticed two things that would be great to have:

It would be fantastic if calls recorded and transcribed by the AI agent automatically sent via email to a specific mail or the mail set up in the agent (in general, the option to automatically email recordings from the recording site would be great).

Also it would be helpful if the AI agent reliably used a closing line whenever the user, for example, says goodbye. At the moment, this only works occasionally — even when the call is simply forwarded without "custom prompting". Sometimes it forwards the call without giving any prior information; other times it does provide an update. Also when hang up the call: sometimes the agent says goodbye, sometimes not. It would be great if this could be configured. I’ve tried prompting this, but it still only works occasionally.

Other than that, the whole system already offers tremendous potential. Really great work!
 
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@patrickb_de Thank you for the nice feedback. Yes will consider your feedback, it makes sense......
 
Hello,

Here are some feature requests:
  • Display the number of departments on the Dashboard as well as in the Departments tab.
  • On a Multi-Tenant server, as an administrator managing more than 30 clients, it becomes challenging to handle everything. It would be very helpful to have a dropdown list to select the client/department and navigate through the different tabs (Users, Voice & Chat, Phones, Outbound Rules, Office Hours, Call Handling, …) while only showing the information for the selected client.
Kind regards,
Alain.
 
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I’ve already been able to build a kind of “knowledge base”
Hi,

This is coming in a proper structured way very soon, should help the bots provide much more intelligent answers.
 
@patrickb_de Thank you for the nice feedback. Yes will consider your feedback, it makes sense......
I experimented with it a bit more and discovered that it already works with a small trick. You have to create an agent, export it, and then edit the CSV file. In the CSV, you set an email address for the agent in the “EmailAddress” field and set “RecordNotify” to 1. "RecordCalls" can already be enabled in the GUI, otherwise you can also set it to 1. After that, you can delete the agent and re-import them, and it works.

If the agent is then a member of a department that has automatic transcription enabled, it will record, transcribe, and afterwards send an email with the audio and the transcription - just like it does for regular users. Perfect! Love it!

For the "closing line" part, I don’t have any trick. :rolleyes: I’ll just wait for future feature releases and hope it becomes available.

@fxbastler @bitn @MarcosV_3CX
 
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I switched DID from being assigned to AI Receptionist to a specific user. I then attempted to SMS a contact and got an error, "Number you specified has active conversation with extension 103 (The AI Agent) already". I restarted the OS a couple of times however still got the same behavior.
 
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Awesome updates! Question, do you see in future of an additional type of knowledge source being able to index a website URL and then how often it updates? And then maybe being able to rank; like use these docs/pdf's first, then if no matches move to the indexed URL data when answering? Thanks!
 
Hi @robinsonconsulting ,

You can impersonate the AI agent from the agents config page and close the chat, or an appropriate level user could take it from them and close it.
 
Hi

The department/group sync is a great move to be able to sync users from M365.
However, I have noticed that it only shows the M365 group, not the security groups to select from. Is adding the security groups on the table anytime soon, or will it not be considered?
 
Hi @robinsonconsulting ,

You can impersonate the AI agent from the agents config page and close the chat, or an appropriate level user could take it from them and close it.
Impersonate full stop is a game changer. Quietly it was added, but never got the praise it deserves.
 
Impersonate full stop is a game changer. Quietly it was added, but never got the praise it deserves.
I would agree!
 
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