Thunai Chat Agents – Email Workflow Integration Guide

Key Feature

• Conversation summaries will be sent to the selected email addresses.

Workflow Integration for Chat Agents

Step 1: Create a Chat Agent

• Go to the Chat Agents menu.
• Click Create Chat Agent.
• Fill in all mandatory fields based on your requirements.
• Click Save to create the Chat Agent.

Step 2: Configure Workflow for the Chat Agent

• Open the Chat Agent you created.
• Navigate to the Workflow section.
• From the Application dropdown, select email.
• Enter the emails where conversation summaries should be sent.
• Click Save to apply the settings.

Step 3: Verify Integration

• After configuration, all conversations handled by the Chat Agent will be sent to the mapped email accounts.
• Ensure that the messages are being correctly logged in email.

Step 4: Enable Conversation Summary

• Open the Chat Agent beacon.
• The conversation summary will be sent to the mapped email accounts.