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Knowledge Base

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Knowledge Base
  • Getting started8
  • Agents8
    • Agents and duties: who does what in your workspace
    • Draft, Controlled, Auto and Full: how much an agent does on its own
    • The agent page and its tabs
    • Hire a duty, pause it or switch it on
    • Shape a duty: its steps, rules and settings
    • Test an agent on your old tickets
    • How an agent is measured: its numbers, guards and the weekly report
    • Monthly limits and what your agents cost
  • Inbox and approvals4
  • Support desk6
  • Dashboards10
  • Data5
  • Office and Jarvis4
  • Balio team5

Agents

8 articles
  • Agents and duties: who does what in your workspaceAn agent is a role in one of your departments, and a duty is one job that agent does for you.
  • Draft, Controlled, Auto and Full: how much an agent does on its ownAn agent's mode decides whether its work waits for your OK or goes out on its own, and every agent starts in Draft.
  • The agent page and its tabsEach agent has one page with six tabs: Overview, Operations, Tests, Setup, Integrations and Activity.
  • Hire a duty, pause it or switch it onAdd a duty to an agent from the Agents page, and pause or resume it whenever you need.
  • Shape a duty: its steps, rules and settingsEach duty has its own page where you change the steps it follows, its schedule, its level, its rules and what it must never do.
  • Test an agent on your old ticketsThe Tests tab lets the support agent answer your own closed tickets, or a message you write, without sending anything.
  • How an agent is measured: its numbers, guards and the weekly reportArgus scores every agent's work each week, lowers a duty's level by itself when the results turn bad, and reports the week to the GM.
  • Monthly limits and what your agents costSee what the agents spent this month, how the workspace's monthly limit works and where to set a budget for one agent.