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SysAid Copilot for Classic Users

This on-demand session is designed as a step-by-step guide for SysAid Classic environment users. Feel free to follow along in your own environment at your own pace.

Here’s what you’ll learn:

Copilot Activation Overview

A quick walkthrough of the steps to activate SysAid Copilot and begin transforming your service desk experience.

Branding & Appearance Customization

Learn how to tailor the SysAid Copilot interface to match your organization’s branding for a seamless user experience.

Initial Configuration Settings

Set up your general preferences and operational settings to align SysAid Copilot with your service workflows.

Prompts & Guardrails Setup

Review and refine the default prompt configurations and safety guardrails to ensure relevant and secure AI interactions.

Enabling Relevant Data Sets

Discover how to select and activate the right data pools that power SysAid Copilot’s contextual and personalized responses.

AI Emailbot Escalation Rules

See how to configure and adjust escalation rules to ensure unanswered queries are properly routed to human agents.

Monitoring & Fine-Tune

Learn best practices for reviewing SysAid Copilot’s output accuracy and fine-tuning for optimal performance over time

SysAid Copilot Usage Dashboard Overview

Gain visibility into how AI is being used across your environment.

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