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Managed AI

Managed AI - Admin Helpguide

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Agent Management — Dashboard
  • Introduction Of Managed AI
    • AI Agent Dashboard
    • Shared AI Agents
    • Add New AI Agent
    • Managed AI Requests
  • Agent Management — Dashboard
    • Agent Management — Integrations
    • Agent Management — Playbooks
    • Agent Management — Ticket Management
    • Agent Management — Approvers
    • Agent Management — Channels
    • Agent Management — Repository
    • Agent Management — Try Agent
  • AI Training
    • AI Training Materials — Repository Detail
  • Captured Contacts
  • Integrations
  • Account Settings

Agent Management — Dashboard



The command center for an individual AI Agent. Provides a real-time overview of ticket statistics, quick-action shortcuts, and a live pending approvals feed.






Dashboard Metric Cards

Metric  Color  Description 
Total Open Tickets  Blue  Tickets currently active and awaiting resolution 
Resolved by AI  Green  Tickets automatically closed by the AI agent 
Escalated by AI  Red  Tickets the AI escalated to a human agent 
Pending Approvals  Orange  Playbook actions awaiting human approval 


Quick Actions
  • Create New Playbook — shortcut to the Playbooks tab to build a new automation
  • Configure Integrations— shortcut to connect external platforms (Odoo, Office 365, etc.)
  • Manage Channels — shortcut to the Channels tab to configure Web, Email, Slack, etc.
  • Assignee Management— manage the humans who can be assigned tickets

Sub-Navigation Tabs

Tab  Purpose 
Dashboard  This overview screen 
Integrations  Connect ticket management & automation platforms 
Playbooks  Create and manage automated response workflows 
Ticket Management  View and manage all incoming tickets 
Approvers  Manage human approvers for ticket actions 
Channels (via ···)  Connect communication channels 
Repository (via ···)  Link knowledge base repositories 
Try Agent (via ···)  Live chat preview of the agent 


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