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AI Agents Beta

Support teammates trained on your help center

An AI agent in Helpdesky answers customers from your published articles and the pages you add, on your own AI key. You choose how much it does on its own, whether it reads like a colleague or is clearly an assistant, and how readily it hands off to a person.

What an agent is

One agent, three ways to work

Each agent is a distinct teammate with its own name, voice, skills and guardrails. Its mode decides how much it does on its own, and you can change it at any time.

Copilot

Suggests a reply in the inbox. A teammate reviews, edits and sends it. Suggestions are instant and come with the agent's confidence and the sources it used; your team can use, edit or dismiss them.

Review

Drafts a reply and waits for one-click approval before it goes out. Drafts appear in the inbox thread with Send, Edit and Discard. Nothing reaches the customer until a teammate approves it.

Autopilot

Replies on its own within the pacing and guardrails you set. Your team sees every reply in the inbox, can pause the agent on any conversation, and gets an email when the agent hands off.

Start with Copilot (a human sends every reply) and move an agent to Review or Autopilot once you trust it. Several agents can run side by side, each on its own channels.

Identity

How the agent presents itself

Give each agent a name, a title and an avatar. Then decide how openly it shows what it is.

Name, title, avatar

  • Name: used in the inbox and, when the sign-off is “first name”, at the end of replies. Customers may see it, so pick one that fits your team.
  • Title, such as “Support assistant”, shown next to the name where the agent introduces itself.
  • Avatar: upload an image, or keep the initial.
  • Reply in the customer’s language: uses the language detected on the customer’s message instead of the help center language.

AI label: shown or hidden

With the label shown, replies are marked as written by an AI and the agent can introduce itself as your team’s assistant in its first reply. With the label hidden, it reads like a colleague.

Hiding the AI label may be restricted where your customers live; compliance with disclosure laws is your responsibility. Whatever you choose, the agent admits it is an AI when asked. That is fixed in every preset.

Personality & pacing

Human-like, transparent or instant

Personality sets the AI label, the first-reply intro, the sign-off and how fast the agent replies, separately for live chat and for tickets & email. Pick a preset or set each value yourself.

Human-like

Reads like a colleague: natural pauses that grow with reply length, no AI label, no bot intro, signs with its first name.

Live chat 15–60 sTickets 4–15 minTyping bubble

Transparent Default

Clearly an assistant: AI label on, introduces itself in its first reply, offers a human when unsure, replies promptly.

Live chat 3–8 sTickets 1–3 minTyping bubble

Instant

Fastest possible: no pause on any channel, no typing bubble, AI label on.

Live chat instantlyTickets instantlyNo typing bubble

Live chat

Short messages, the customer is waiting. The reply delay is measured in seconds, and “like a busy human” grows with reply length.

  • Reply delay: instantly, a few seconds, like a busy human, or a custom range in seconds.
  • Typing indicator: a typing bubble before the reply appears.
  • Wait while the customer is typing: holds the reply until they stop.

Tickets & email

Longer messages; replies are expected to take a while. The delay is measured in minutes, per channel: widget tickets, ticket center, contact form and email.

  • Reply delay: instantly, within a few minutes, like a busy human, or a custom range in minutes.
  • Offer a human: when unsure, in the first reply, or never.
  • First reply: introduces itself as an assistant, or no intro.

Pacing is enforced in Autopilot. Copilot suggestions are always instant, and Review drafts are prepared right away and wait for approval. Change any value by hand and the preset reads “Custom”; re-select a preset to restore it.

Carefulness & guardrails

When it answers, hands off or stays quiet

Carefulness bundles the guardrails into three presets. Each guardrail can also be set on its own.

Cautious

Only answers with sources, needs high confidence, hands off to a human readily.

Needs 80% confidenceSources required

Balanced Default

Answers when reasonably confident, hands off when the question is outside its knowledge.

Needs 60% confidence

Confident

Answers more often; hands off only when one of your hand-off rules applies.

Needs 40% confidenceHand-off only on rules

Every guardrail in the editor

  • Require sources: only reply when the answer is backed by an article or data source.
  • Confidence threshold: replies below it are turned into a hand-off, or no reply when hand-off is “only on rules”.
  • Hand-off style: hands off readily, balanced, or only on explicit rules.
  • Hand-off rules, one per line, such as “the customer asks to cancel a paid plan”. When any applies, the agent hands off instead of answering.
  • Never discuss, one topic per line, such as pricing negotiations. The agent declines and offers a human.
  • Max replies per conversation: after this many replies the agent hands off. Leave it empty for no limit.
  • Admits it is an AI when asked: fixed in every preset. The agent never claims to be human.
Knowledge & skills

What it answers from, and how it behaves

Knowledge is what the agent knows; skills are how it acts on it. Instructions set the voice.

Knowledge

Your published help center articles plus the external URLs you add as data sources, found with semantic search over article embeddings. Agents never answer from the open web, and knowledge is managed once, in the help center, for every agent and for Ask AI.

Skills library

Named instruction blocks any agent can pick up. Each skill has a one-line “use when” (“the customer asks for a refund or mentions a chargeback”) and the step-by-step instructions, policies and phrasing to follow.

  • Enable or disable a skill for the whole library; pick per agent which ones it follows.
  • Export the whole library as one markdown training file, and import one to create or update skills.

Instructions & examples

Describe who the agent is, how it writes and what it should always or never do. Tone presets (friendly, professional, concise, warm) insert starter text; the sign-off can be none, the first name or custom text.

Add past replies from your team as style examples: they are shown to the model as reference answers so the agent matches your tone.

Learning loop

Your team’s edits become suggestions

Nothing changes behind your back. Corrections are collected, turned into proposals, and applied only when you approve them. The style examples you add by hand stay as they are.

1Corrections

When a team member edits a Copilot suggestion or a Review draft before sending, or gives a reply a thumbs-down with a short reason, the correction is recorded against the agent.

2Suggestions

Helpdesky turns those corrections into proposed changes to the agent’s skills or instructions: a new skill, an edit to a skill, or an edit to the instructions. Generated weekly, or on demand from the Suggestions tab.

3You decide

Each suggestion shows the corrections behind it and a before/after diff. Approve it, edit and approve, or reject it. Analytics track the corrections and the suggestions your team used.

Autopilot & Review in practice

Your team stays in charge of every conversation

Agents work inside the same inbox as your team, so stepping in is one click away.

In the inbox

  • Pause and hand back per conversation. Replying yourself pauses the agent; hand back to let it continue.
  • “AI handled” and “Needs human” filters show what the agents took care of and where they asked for a person.
  • Agent panel on each conversation: replies so far, last decision, hand-off reason and the sources used.
  • Staff email notifications while an agent handles a conversation: only on hand-off, or on every customer message.

Rolling it out

  • Channels per agent: live chat, widget tickets, ticket center, contact form and email, each on or off.
  • Availability: always, or only when no operator is online.
  • Several agents, in priority order: when more than one matches a conversation, the first one wins.
  • Daily cap on automatic drafts, and a switch to draft automatically when a conversation is opened (off by default to limit token spend).

Playground & dry runs

Chat with the agent as a customer, per channel, with your unsaved changes applied. See what it decided, its confidence, and which sources and skills it used. “Try on a recent conversation” runs the agent against the latest customer message of a real thread; nothing is sent or saved on the conversation.

Analytics

Per agent, with a daily trend: replies sent, conversations handled, resolved without a human, hand-off rate, suggestions used and dismissed, thumbs up, average confidence and corrections. The Activity tab lists every run: playground, dry runs and inbox suggestions.

Bring your own key

Runs on your own AI key

There is no AI surcharge and no Helpdesky AI quota. Agents use the provider key saved under Settings → AI Settings, and the provider bills the usage.

Providers

OpenAI, Anthropic, Google, xAI, DeepSeek, Qwen, Mistral and Perplexity, with a choice of model per provider. The same key powers Ask AI and the content help in the editor.

Where the key lives

Stored encrypted for this workspace, visible only to the owner, and never shared across accounts. Remove it and every AI feature stops; agents can be set up before a key is added, but nothing runs until it is.

What it costs

AI agents are included on every plan, Free included. You pay your provider for the tokens the agents use; the editor flags the places that spend them, such as automatic drafting and suggestion runs. Conversations past your plan’s monthly limit stay locked in the inbox and are left out of Copilot suggestions, dry runs and learning.

Where Ask AI fits

Ask AI is the self-serve layer: quick answers from your published articles, with links to the sources, in the chat widget and on the help center, before anyone writes in. It needs no agent and no conversation.

AI agents take over once a conversation exists: they draft or send replies inside the inbox, on live chat, tickets and email, with a name, a personality and guardrails. Both answer from the same help center and run on the same key. Try Ask AI on the homepage.

About the Beta Beta

AI agents are new and being tested with early users. Everything on this page is in the product today; we are refining the editor, the presets and the learning loop as teams put agents to work. Start in Copilot, watch the Activity tab, and tell us what you would change.

FAQ

Questions teams ask before turning an agent on

Will customers know they are talking to an AI?

That is your choice per agent. With the AI label shown (the Transparent and Instant presets), replies are marked as written by an AI and the agent introduces itself as your assistant. With the label hidden (Human-like), it reads like a colleague. In every case the agent admits it is an AI when asked, and disclosure laws where your customers live are your responsibility.

Can it send replies without anyone checking?

Only in Autopilot, and only within the guardrails you set: confidence threshold, required sources, hand-off rules, never-discuss topics and a maximum number of replies per conversation. Copilot and Review keep a human on every reply.

What does it know?

Your published help center articles and the external URLs you add as data sources, searched semantically. It does not browse the web. Skills add your policies and phrasing on top.

What happens when it is unsure?

Below the confidence threshold it hands off to your team (or stays quiet when hand-off is “only on rules”), the conversation shows up under “Needs human”, and your team can get an email. The hand-off reason is shown on the conversation.

How does it get better?

Every edit your team makes before sending, and every thumbs-down, is recorded as a correction. Helpdesky turns corrections into suggested changes to skills or instructions; you approve, edit or reject each one. You can also add your best past replies as examples.

What does it cost?

AI agents are included on every plan. You bring your own provider key, and the provider bills the tokens used. See pricing for plan limits.

Is this the same as the AI Agent Skill and the MCP server?

No. Those are for your coding agent (Replit, Cursor, Claude Code and friends) to set Helpdesky up and write articles for you. AI agents on this page are support teammates that talk to your customers. See AI Skill and MCP server for the coding-agent story.

Give your help center a teammate

Create an agent in Copilot mode, add your AI key, and watch it suggest replies from your own articles. No credit card required.

Start free