Skip to main content

Create Workflows using drag and drop interface

Agents and supervisors spend manual effort in triaging and resolving issues that may already be known or solved previously. IrisAgent solves this by automated workflows based on AI-powered tagging, AI-based answers to known issues, and configurable actions for ticket assignment and notifications.
  1. Go to the Automations -> Triggers page on the IrisAgent dashboard and click on the + Create New Trigger button on the top-right.
  2. Select any number of Conditions and Actions to be included in your trigger automation.
  3. Give your trigger a name by clicking on the pencil icon.
  4. Click on the Add New Trigger button to save the trigger.

Create Workflows using plain English

You can configure workflows by describing them in plain English and some examples. IrisAgent will train an AI model to automatically trigger and act on these workflows. To do this, follow these steps:
  1. Navigate to the Automations -> Training page on the IrisAgent dashboard and click on the + Create New SmartOp button on the top.
  2. Enter the name, short description, a couple of examples, and actions for AI Agent you want to automate. Click on Create

Enable AI insights as a private note in your ticketing system


You can show IrisAgent’s AI insights as a private note on tickets so that it’s front and center for your agents.
  1. Go to the Automations -> Triggers page on the IrisAgent dashboard.
  2. Enable or disable the toggle on the top for Private Note
  3. Click on the gear icon on the Private Note card to select/unselect the AI insights you’d like to show as a private note.
Feel free to email us if you encounter any issues or require assistance with product onboarding.