Daktela Copilot

Ticket Summary

The Ticket Summary is a feature that allows you to generate an overview of activities associated with the ticket and simultaneously creates a list of tasks by clicking a single button.

1. You can open the summary from the list of the tickets by clicking the Summarise button:
   

   

2. Directly in the ticket details:
   

   

The Ticket Summary window opens.

The window is divided into two parts: the first provides an overview of ticket activities, while the second displays tasks related to the given ticket.

1. Change language. The results will be displayed in the language you have set for your Daktela account. If you wish to change the language, click on the flag button and select your preferred language.

2. Copy the summary text.

3. You can use the thumbs to provide feedback on whether you are satisfied with the result or not.

Contact or Account Summary

The Contact or Account Summary is a feature where you click a single button to generate an overview of the activities associated with the Contact or Account.

1. You can open the summary from the list of the Contact or account by clicking the Summarise button:

   

2. You can open the summary directly in the Contact or account details.
   

   

The Ticket Summary window opens. You will see an overview of the latest activities of the Contact or the company.

1. Change language. TThe results will be displayed in the language you have set for your Daktela account. If you wish to change the language, click on the flag button and select your preferred language.

2. Copy the summary text.

3. You can use the thumbs to provide feedback on whether you are satisfied with the result or not.

Chats Summary

Chat Summary is a function where you click one button to generate an overview of the activities in the chat and at the same time a list with tasks is generated.

You can open the summary from the list of chats by clicking the Summarise button:

The chat Summary window opens. The window shows an overview of chat activities.

1. Change language: The results will be displayed in the language you have set for your Daktela account. If you wish to change the language, click on the flag button and select your preferred language.

2. Copy the summary text.

3. You can use the thumbs to provide feedback on whether you are satisfied with the result or not.

Compose Features

The Compose Features is a tool that makes it easier for you to write texts in the Daktela. With its help, you can edit your text and shape it exactly according to your needs.

Compose features are available in all large text inputs: emails, chats, comments and knowledge base articles.

You can edit the text by clicking the Copilot button.

A drop-down menu with Copilot functions will open.

When you select any item from the dropdown menu the Daktela Copilot window will open, where the result will be generated.

You can have a custom Copilot action tailored to your specific needs and preferences directly on your domain. You can find it at the bottom of the drop-down menu. Ask your supervisor to add it in your Accesses.

1. A text area available to generate your chosen text.

2. Use the thumbs to provide feedback on whether you are satisfied with the result or not.

3. Make your text shorter.

4. Make your text longer.

5. Keep the original text and adds an extension to it.

6. Transform the text into a friendlier tone

7. Transform the text to professional wording.

8. Translate the text into the language of your choice.

9. Insert text below the selected section..

10. Replace the selected text.