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Zendesk AI - All you need to know

  • June 13, 2023
  • 9 replies
  • 0 views

Connor12

Zendesk Advanced AI is a set of features that expand on the AI offerings already built into the Zendesk Suite. It’s available as an add-on for Suite and Support Professional and above plans, allowing you to achieve even more of your business goals, like increased cost savings, improved customer interactions with your bots, reduced agent onboarding time, and more.

To learn more about Zendesk Advanced AI, including a brief demo, we highly recommend reading this article and subscribing to updates by selecting the "Follow" button. 

Advanced AI enablement for Partners | Launch Enablement 

To learn more about the recent launch of Zendesk AI, we suggest all your team's resources including sales resources consume this enablement. 

Advanced AI | Technical Enablement 

The foundational technical training for launch can be found here. We'll be adding more to the Zendesk Advanced AI enablement page for partners as enhancements come to be.

Advanced AI | Implementation Best Practices Enablement 

This can be taken once the two technical enablement courses are complete. You can find it here

Advanced AI Updated Enablement for Partners | H2 2023 AI Updates Enablement 

To learn more about the the updated EAPs for Zendesk AI, we suggest all your team's resources including sales consume the following enablement:

Advanced AI H2 Update GTM Enablement
Advanced AI H2 Update Technical Enablement 

Sponsored accounts for Partners

Partners now have the ability to request access to the Advanced AI SKU for their sponsored instance (or request a new one).

Requests for having the Advance AI SKU officially sponsored can be made through the Partner Portal.

Please see here for instructions on how to request access.

Advanced AI EAPs available for Partners

Partners that have had the Advanced AI Sku added to their sponsored instance are also encouraged to participate in the following EAP (Early Access Program) opportunities (please note this features are still active development and are not available for GA unless otherwise noted):

EAP 

Info & Sign Up

GenAI for bots: Generative replies 

Info
Registration Page

GenAI for bots: Bot persona 

Info
Registration Page

Similar tickets

Registration Page

GenAI for knowledge base: Expand

Info
Registration Page

GenAI for knowledge base: Tone shift

Info
Registration Page

 

FAQ:

Q: What do I need to get started?

A: You will need either a "pdi-","con-", or "d3v-" Zendesk instance to request access to Advanced AI. Please see here for more information on partner eligibility.

Q: I am running active demos in my current Sponsored instance can I request a new one?

A: Yes, you can! Please refer this article in the Partner Portal on requesting a new sponsored instance.

Q: Can I have multiple vertical intent models assigned to my sponsored account?

A: No, currently you can only have a single model assigned to your account. If you need to demo multiple verticals, you will need to request Advanced AI Access for additional Zendesk instances.

Q: Do I need at least 1500 tickets in my Sponsored Account to Use Intent Predictions?

A: No, this is specifically a customer requirement only. For Partner Accounts, Intent Prediction will still function as long as you create tickets that are relevant to your assigned Intent model.  So, we expect partners to create and test tickets that are aligned to their specified Intent model.  Please create Retail / E-Commerce tickets for Retail, Software tickets for Software, Financial Services / Banking related tickets for the Financial Services, Insurance related tickets for the Insurance Model, IT and HR related employee experience tickets for the IT and HR models respectively, and Travel related tickets for the Travel model.

 

9 replies

Ingrid12
  • June 13, 2023

Great news!


Rafael19
  • October 3, 2023

I'd like to have more information about the AI training model differences between Financial Services and Insurance. What are the scenarios that are better covered by each one of these models? Can I have some examples of more appropriate tickets and conversations for one and for the other?

Any tips on how to choose the more suitable one, if you are a financial company that works with several products and also insurance?


Anurag11
  • October 3, 2023

Excellent question, Rafael. While there are overlaps between them, their distinctions become apparent through differences in their core operations and the specific topics and issues they address, as you rightly pointed out. This can be discerned by examining ticket types and sub-types 

Some example of Ticket Types and Subtypes for Financial Services:

  1. Account Management:

    • Subtypes:
      • Account Balance Inquiry
      • Transaction Dispute
      • Account Closure Request
      • Address or Contact Information Update
  2. Investment Advisory:

    • Subtypes:
      • Investment Portfolio Review
      • Stock Market Analysis
      • Retirement Planning
      • Investment Strategy Consultation
  3. Credit and Loans:

    • Subtypes:
      • Loan Application Status
      • Loan Payment Assistance
      • Credit Limit Increase Request
      • Mortgage Application Inquiry
  4. Billing and Payments:

    • Subtypes:
      • Payment Setup or Modification
      • Billing Statement Explanation
      • Payment Authorization Issue
      • Late Payment Penalty Dispute
  5. Technical Support:

    • Subtypes:
      • Online Banking Login Issues
      • Mobile App Troubleshooting
      • Card Activation Problems
      • ATM or POS Transaction Errors

Ticket Types and Subtypes for Insurance:

  1. Policy Management:

    • Subtypes:
      • Policy Renewal Reminder
      • Policy Coverage Change Request
      • Policy Cancellation Inquiry
      • Policy Endorsement Application
  2. Claims Processing:

    • Subtypes:
      • Accident Claim Submission
      • Property Damage Claim
      • Health Insurance Claim
      • Claim Status Update
  3. Underwriting and Quotes:

    • Subtypes:
      • Quote Request for Auto Insurance
      • Underwriting Assessment for Life Insurance
      • Commercial Insurance Quote Inquiry
      • Policy Premium Calculation
  4. Risk Assessment:

    • Subtypes:
      • Risk Profile Review
      • Insurance Coverage Consultation
      • Premium Adjustment Request
      • Risk Mitigation Strategies
  5. Customer Education:

    • Subtypes:
      • Explanation of Insurance Terms
      • Understanding Coverage Options
      • Insurance Policy Comparison
      • Deductible and Copay Clarification
  6. Emergency Assistance:

    • Subtypes:
      • Roadside Assistance Request (for auto insurance)
      • Medical Emergency Coverage Inquiry
      • Home Damage Emergency Response

Anurag11
  • October 3, 2023

Joao28
  • October 3, 2023

Shaun16
  • October 27, 2023

New Early Access Program as of October 27, 2023 - Generative AI EAP 


Shaun16
  • November 17, 2023

A new Advanced AI Implementation guide & best practices with demos and many great resources has just been released! Please take the Technical Training to get access 

https://partnertraining.zendesk.com/path/advanced-ai-technical-enablement 

You will find the guide in the course named Zendesk AI Advanced Technical Training Part 1


Anurag11
  • March 12, 2024

Generative-AI-features-in-the-help-center and Generative AI features for agents are now GA in the product - Details below 

1)  Generative AI features in knowledge (expand, tone shift, and simplify) are now available for our customers with the Advanced AI add-on

 https://support.zendesk.com/hc/en-us/articles/6850910539290-Announcing-general-availability-of-generative-AI-features-in-the-help-center

Writer assist generative AI capabilities to all customers subscribed to the Advanced AI add-on. The available features include:

  • Expanding text to develop ideas further
  • Adjusting the tone to be more formal
  • Adjusting the tone to be friendlier
  • Simplifying the writing for better understanding

2) Generative AI features for agents (summarize, expand and tone shift) are now available for our customers with the Advanced AI add-on.

Agent assist generative AI capabilities to all customers subscribed to the Advanced AI add-on. The available features include:

  • Summarizing tickets in Intelligence in the context panel
  • Expanding agent replies to save time when composing a reply
  • Adjusting the tone to be more formal
  • Adjusting the tone to be friendlier

The purpose of these changes is to support agents and decrease the time they need to understand a ticket’s context and craft a ticket reply. With these tools, you'll be able to quickly get a sense of a customer's problem, turn brief bullet points into comprehensive reply, and enhance the tone of it, all with just a few clicks.

https://support.zendesk.com/hc/en-us/articles/6806752620314-Announcing-general-availability-of-generative-AI-features-for-agents-in-Zendesk-Support

What do I need to do?

If you have the Advanced AI add-on, you can turn on the new features in Admin Center. If you have the Advanced AI add-on and were participating in the EAP for these features, you don’t need to do anything.

If you participated in our EAP but don’t have the Advanced AI add-on yet, you’ll be able to use the features for 90 more days before they are turned off for you.

 

 


Shaun16
  • March 19, 2024

New implementation best practice enablement is here (note: you must complete two technical enablement courses first). 

Hear from our resident AI Expert from our Services team as she explains considerations and approaches to implementing AI for a customer.