Agent Copilot: configure customer highlights (Public Beta)
Public Beta
Agent Copilot is currently available as a Public Beta product and the information contained in this document is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as Generally Available. Public Beta products are not covered by a SLA.
Not a HIPAA Eligible Service or PCI Compliant
Agent Copilot is not a HIPAA Eligible Service or PCI compliant and should not be used in Flex workflows that are subject to HIPAA or PCI.
Customer highlights is an intelligent one-paragraph summary of a customer's profile, shown to agents before and during a task. With relevant information on hand, agents can start the conversation more quickly, empathize with the customer, and have a more informed interaction.
Customer highlights are composed of customer traits, such as name and email, and customer events, such as recent activity. You can decide which traits to configure in Unified Profiles. You must do this first before you can use customer highlights.
Customer activities from external sources, like your website, and internal sources, like Flex, are included in highlights. To manage which activities are shown in highlights, go to the customer history UI component and the customer details UI component to manage recent activities.
- Unified Profiles configured
- Search for a Profile Widget configured
- Access control configured
- Flex UI 2.7.x or higher
- Flex Conversations (not legacy Messaging)
Before enabling customer highlights, make sure to check your access control settings so that you are using the queues you want. Your access control settings apply to all Agent Copilot services, not just customer highlights.
Since customer highlights use Unified Profiles data and settings, make sure to configure both Unified Profiles and the Search for a Profile Widget first.
- In Twilio Console, go to Flex > CustomerAI > Agent Copilot.
- Under Customer highlights, click Manage auto-generation service.
- Under Customer highlights generation service, toggle on Auto-generation service.
- Click Confirm.
- Once you enable the generation service, the Customer highlights UI component is automatically enabled. To preview what the component will look like in Flex UI, click Preview UI Component.
Note Agents cannot edit customer highlights.