Setup

Setting up Agent Assist involves three steps: configuring your tenant, connecting to your contact center platform, and deploying the assist widget into the agent desktop.

Setup Steps

Step	Description
Tenant Configuration	Configure assist mode, AI settings, classifier, caching, coaching, sessions, and budgets
CCaaS Integration	Connect Agent Assist to Genesys Cloud, Five9, 8x8, Salesforce, or Google CCAI
Widget Deployment	Embed the assist widget, configure branding, theme colors, and feature toggles
Salesforce Integration	Step-by-step guide to embed Agent Assist in Salesforce Service Console

Recommended Order

Complete these steps in order. Tenant configuration must be in place before the CCaaS integration can route events, and the widget requires a working integration to display suggestions.