Daktela Copilot

Function description

Daktela Copilot is an AI assistant designed to improve written communication by making it more appealing, grammatically correct, and efficient. It also facilitates two-way translation for customer interactions.

Key Features:

• Rephrasing : Tailors your message style—formal, friendly, or extended—for effective communication.
• Translation : Breaks language barriers with instant, two-way translation.
• Custom GPT Prompts : Lets you define your style and tone for personalized message crafting.
• Summarisation : Provides instant overviews of extensive client communications. Copilot can be enabled for any user (excluding Cloud-Phone users) and has no usage limitations .

Rephrasing

Transform your text with ease in any text-based activities, ticket comments or knowledge base articles. Rephrase the text, adjust its length to make it longer or shorter , refine it to sound more professional or friendlier , or simply correct any spelling errors . Or combine these functions until the text feels just right to you. All this can be done in just a few clicks.

Custom Prompts

Take full control of how your messages are transformed. Add prompts to customize messages based on specific needs. Custom prompts can be used across all text-based communication channels, ticket comments, and knowledge base articles.

Translation

Manually translate messages or enable automatic two-way translation to eliminate language barriers with just two clicks. Translations can be used across all text-based communication channels, ticket comments, and knowledge base articles. It also allow you to translate Smart Call Transcript in Listings module.

Email Translation

Translate incoming e-mails directly within a ticket without leaving Daktela. Click Translate in the action buttons at the bottom of the email activity, select a language, and the subject and body are instantly replaced. Save favourite languages for quick access, and revert any translation with a single click.

Info

Translations are displayed on the frontend only and are not saved to the database.

Summarisation

Summarise lengthy communications in tickets or activities with a single click. It also enables you to summarise CRM contacts, providing a six-month overview of exchanged communications with a customer.

Warning

Note: The prompts for summarising activities and CRM contacts are currently in testing, and results may vary.

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Licensing and Setup

Licensing

Copilot requires a per-agent licence, available at a fixed monthly cost. Administrators can manage copilot licences in the Licensing Module under the Add-ons Tab .

Assigning Licences

To allocate licences:

1. Navigate to the User Rights section.

2. Locate the Daktela Copilot dropdown menu and choose an option:

3. None : No functions enabled; licence not consumed.

4. Summary : Only summarization enabled; licence consumed.
5. Compose Features : All features except summarization enabled; licence consumed.
6. Summary and Compose Features : Full functionality enabled; licence consumed.

Tip: To allocate licenses selectively, create separate user rights groups. For example, clone existing rights, enable Copilot, and assign specific agents to the new rights group.