ClaudIA
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Featured Articles
Setting Up the Context, Identity, and Tone of Voice Fields for ClaudIA
GET STARTED: Initial and Essential Settings for Setting Up Claudia
N2 | Frustration Detection Transfer
[Zendesk] Transfer of Tickets to Level 2 (L2)
How to open a side conversation in Zendesk via Controlled Flow
[Hubspot] Step-by-step integration guide
How to set up ClaudIA to test it
How to create ClaudIA's initial content (guide to uploading your first base)
Roadmap and Feature Request
Adjusting the AI's Name and Greeting
Setting Up the Context, Identity, and Tone of Voice Fields for ClaudIA
Main Screens of ClaudIA Hub: Playground, Content, Dashboard, Tags, Test Cases, Settings, and Integration Configuration
How to use the Cloud Hub to improve content for increased quality and retention
Using the content screen
Place a Specific Instruction in the Content (Prompt Lead Section)
How to save IDS sections as drafts or schedule them for later publication
Best Practices in Creating and Maintaining Content
Content Segmentation by Topic
Detailed overview of some of the main features and behaviors of ClaudIA
ClaudIA in Email
Giving Instructions for ClaudIA (Modularized Prompts)
File Interpretation by Claudia (PDF, DOCX, and XLSX)
Message Transformation Using Conversation History
ClaudIA Validates Situations with Ambiguous or No Content (Classifier and Clarifier)
Setting up ClaudIA to serve across all channels through your Helpdesk 🚀
[Freshchat] Why is the helpdesk ID in the filter different from the URL?
[Zendesk] How Claudia fills in fields
[HubSpot] Edit Integration Settings
[Hubspot] How to create triggers to generate Tickets from Conversations?
[Zendesk] Turn On/Off Claudia in Helpdesk
The real-time communication agent that connects ClaudIA with your backoffice and much more
What is the Controlled Flow Repeat Handover and how to use it?
Turn Your Google Sheets into a Web Service in 5 Minutes!
Flow Testing in Controlled Flow via API
How to Create a Workflow in Controlled Flow Accessing Information in Google Sheets
What is Controlled Flow?
Descriptions of our handover functionality and ticket closure
How to configure the out-of-hours message and human team unavailability (N2)
N2 | Remove Message in Handover
How to set up automatic ticket closure in N1 (Ticket Resolver)
N2 | Escalate Tickets Without Response (Handover by timeout)
N2 | Transfer due to lack of content (Low Confidence & Count Limit)
Conduct audits to optimize ClaudIA's content and monitor all your conversations and generated data
Audits and Ticket Management
How do I get a table with the raw data from ClaudIA?
Session ID Filter
How to Use the ClaudIA Metrics Dashboard
📊 How to Improve Claudia's Retention?
Advanced step-by-step guide on how to further improve the retention and quality results of ClaudIA
What to do when there is an unexpected drop in retention?
How to Increase Retention in 3 Steps
Test Cases in ClaudIA: What They Are, How to Use Them, and Why They Make a Difference
How to Improve Claudia's Quality
How Specialist Agents and the Supervisor work, are configured and audited
How to create, edit, and publish a Specialist Agent
What Specialist Agents are and how the Supervisor decides who answers
Gradual activation (A/B Test) and auditing a Specialist Agent
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Settings
Guide to ClaudIA's new Settings screen (the Hub) and the details of each section.
ClaudIA Settings — Handover
ClaudIA Settings — Lifecycle
ClaudIA Settings — Media
ClaudIA Settings — Behavior
ClaudIA Settings — Tags
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How ClaudIA's tagging system works
Tags
How to edit all tags at once?
How the Tag System (Tagger) Works
How to Manage and Edit ClaudIA Tags (Create, Edit, Delete)
How to reduce NO_TAG and increase how much ClaudIA classifies