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Insights/ Experiences on Genesys Agent Copilot

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  • 1.  Insights/ Experiences on Genesys Agent Copilot

    Posted 12-04-2024 11:26
    No replies, thread closed.

    Hello All,

    I'm reaching out to gather your experiences and insights for Genesys Agent Copilot. Specifically, I have a few questions:

    1. How does the model learn and improve over time?
      What steps have you found effective in improving its accuracy?

    2. Continuous Learning vs Periodic Updates
      Is the model capable of continuous learning in a live environment, or do updates and improvements typically happen in batches?

    3. Incorporating Feedback
      How is feedback incorporated into the model? In your experience, how quickly have you seen feedback reflected in performance improvements?

    To provide some context, during our Copilot testing, we encountered some challenges in generating accurate summaries, such as:

    • Misattributions (e.g., customer statements interpreted as coming from the agent)
    • Assumptions about actions taken
    • Missed references to critical issues, such as malware or spam emails.

    Have any of you experienced similar issues? If so, how did you address them, and what steps helped improve accuracy in your testing?

    Looking forward to hearing about your experiences, and any insights would be appreciated


    #ConversationalAI(Bots,AgentAssist,etc.)
    #Roadmap/NewFeatures

    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    ------------------------------


  • 2.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 12-04-2024 13:07
    No replies, thread closed.

    Hello Ramsha, 

    This is a great post and I think we can (hopefully) get a lot of feedback!

    Cheers, 



    ------------------------------
    Cameron
    Online Community Manager/Moderator
    ------------------------------



  • 3.  RE: Insights/ Experiences on Genesys Agent Copilot
    Best Answer

    Posted 12-04-2024 21:08
    No replies, thread closed.

    1. With CoPilot, the learning is based in the knowledge base itself.  While some of the LLM may be trained across the knowledge bases themselves, that data is never sent to Genesys to train their overarching LLM.  So, that comes down to design - do you store all your articles in one KB and train that or keep them in separate repositories.  I think and Genesys confirm that the Generative AI portion of CoPilot comes from a larger LLM in Genesys that uses the individual articles to produce the summary.  Again, nothing is brought in or shared out of the larger Genesys LLM.

    2.  I like to use the Knowledge Optimizer every day for the first couple of weeks and then once or twice a week after that.  Usually by then, most of the "I don't know what I don't know" stuff will be exposed and inserted into the KB.  Of course, this goes back to your first question and if you consolidate or not.  I prefer the fast and furious start and getting it right and later on checking and refining individual instances of utterance failure or recognition issues. 

    3.  While the feedback helps the AI to learn a correlation between questions and the answers provided, I don't see how in it's current form, it can really learn anything of substance that would correct what is presented to the agent.  The feedback is really useful for the content team to curate the knowledge.  

    As for your last three points, 4 words for you:  Garbage In, Garbage Out.  If you don't have extra phrases for the questions or more than a 5-word answer, you are just asking for all of the above.  Luckily, you can easily catch these in Optimizer and correct the articles with a drag and drop.  



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 4.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 12-19-2024 11:44
    No replies, thread closed.

    Thank you for the information, Robert.  We are introducing Copilot into our organization in a phased approach and are only using auto summary at the moment.  We are not building out Knowledge at all right now.  Does this mean the AI will not be able to learn and improve auto summary over time because there are no Knowledge articles to use?



    ------------------------------
    Tracy Owens
    Global Product Manager
    ------------------------------



  • 5.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 12-19-2024 11:50
    No replies, thread closed.

    Summarization is independent of knowledge at this time.  The only tuning is the feedback thumbs up or down.  I'll have to see if that is released or I have it in Beta.  I need to create some ideas around summarization for the team as well.  They recently moved to a different engine for this that allows more control and tuning



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 6.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-05-2025 23:42
    No replies, thread closed.

    Hi Robert,

    Thank you for taking the time to share such detailed information!

    My initial question was intended to gather general insights. However, it might be helpful to focus specifically on summarization as a feature. If it's not too much trouble, could you kindly provide more insights into the questions I raised earlier, specifically within the context of conversation/ interaction summarization? For reference, we are currently utilizing only the summarization feature of Agent Copilot at this point.

    Looking forward to your reply!



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    Newfold Digital
    ------------------------------



  • 7.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-05-2025 23:55
    No replies, thread closed.

    So, for the speaker problem, that is being worked on.  You need to be sure to have dual-channel on the recording so that the system does not have to guess between the internal and external speaker.  

    As for the learning, the only mechanisms now are the feedback for the summarization and the wrap-up prediction.  Genesys hopes to have more controls and the ability for you to bring your own LLM into the picture at a later date.  If you want it really to learn better, considering donating 200 hours of recordings to Genesys to be privately used to train the models.  

    One thing I would like to test soon enough is the Email Intent feature.  That might address your last issue.  



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 8.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 00:04
    No replies, thread closed.

    How is the feedback mechanism for Summarization and Wrap-Up codes incorporated into the model? Is the summarization model retrained quarterly using this feedback, or is the feedback utilized in a different way?


    if Genesys doesn't use customer data to train the model. Does this policy also apply to the feedback provided for Summarization?



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    Newfold Digital
    ------------------------------



  • 9.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 01:02
    No replies, thread closed.

    @Anik Dey or @Leor Grebler, how best to answer how training works when nothing is shared outside of the customer ORG or the individual bot for that matter.



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 10.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 08:51
    No replies, thread closed.

    Also, are intents being utilized in the Agent Copilot summarization feature? Or would defining them potentially help improve its accuracy?



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    Newfold Digital
    ------------------------------



  • 11.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-07-2025 09:28
    No replies, thread closed.

    @Leor Grebler can take this one. For Copilot, the model is not self-learning. We update the global models periodically based on the feedback we receive in the field. Most of the feedback comes to us directly from customers through CARE tickets, and some from the thumbs up/thumbs down. Other fine-tuning capabilities are coming soon - ability to customize the interaction summary across several domains: conciseness, formatting, how agents and customers are referred to, masking of PII, and more



    ------------------------------
    Anik Dey
    Genesys - Employees
    ------------------------------



  • 12.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-07-2025 10:06
    No replies, thread closed.

    Thanks Anik for the information.

    Also, could you help me understand if intents play any role in the summarization feature?



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    Newfold Digital
    ------------------------------



  • 13.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-05-2025 16:16
    No replies, thread closed.

    Hi Ramsha,

    We did a pilot using Agent Assist for transaction summaries, over several months. We had the same sort of issues as you mention above, and couldn't get good/reliable resolution on these issues so we didn't go ahead with putting this into production.   Please note that this was Agent Assist though and we haven't looked at Copilot yet.

    Given the increasing amount of functionality that is dependent on an AI token, I feel we're going to need to look into Copilot sooner rather than later (just need to get over the trauma of the Agent Assist pilot first ;-). Feel free to email me if you'd like further info.

    Regards,

      Lee.



    ------------------------------
    Lee Smith
    Senior Business Analyst Contract
    Genesis Energy
    lee.smith@genesisenergy.co.nz
    ------------------------------



  • 14.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-05-2025 23:26
    Edited by Ramsha Shaikh 01-06-2025 07:49
    No replies, thread closed.

    Hi Lee,


    Thank you for your reply and the valuable insights. I really appreciate you sharing your experience! It is good to know if we are not the only one :)

    Did you test it with Voice or Chat?

    I have a couple more questions, and I'll definitely email you. I'd also be happy to share our experience with Copilot and offer help if needed!


    Thanks again!



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    ------------------------------



  • 15.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 07:55
    No replies, thread closed.

    For customers that want to use Genesys Cloud CX with Microsoft Copilot, we've published the integration on Appfoundry.  This supports agent assist use cases that leverage Microsoft Copilot Studio.   

    Genesys AppFoundry - DaVinci™ AI Starter Kit for Microsoft Copilot




    ------------------------------
    Anthony Uliano
    Founder / CEO
    AMC Technology LLC
    anthony.uliano@amctechnology.com
    www.amctechnology.com
    ------------------------------



  • 16.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 08:48
    No replies, thread closed.

    H Anthony,  We tried a POC of Copilot last year.  Its was good but ultimately did not meet our needs.

    We ran into issues with the length of the call summary.  Long calls = Long Summaries = Additional Downtime(ACW) for our Agents

    Additionally the lack of support for transferred calls and outbound issues made the implementation problematic.

    Any thoughts on when these might be addressed?



    ------------------------------
    Chris Martin
    Genesys Cloud Analyst
    ------------------------------



  • 17.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 08:54
    No replies, thread closed.

    Hi Chris Martin,

    I hope you're doing well.

    May I ask which STT engine you used? Also, Since the summary relies on transcription, do you think the accuracy of the STT engine impacts the overall accuracy of the summary?



    ------------------------------
    Ramsha Shaikh
    Telecom/AI Engineer
    Newfold Digital
    ------------------------------



  • 18.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 09:48
    Edited by Hichem Agrebi 01-06-2025 10:23
    No replies, thread closed.

    Thank you all for sharing your insights about Genesys Agent Co-Pilot-it's exciting to see how AI is enhancing customer experience management. For those exploring ways to deepen conversation analytics and agent performance tracking, I'd like to mention our COMPASS tool, which complements AI-driven workflows with powerful features like:

    • Conversation Summaries: Automatically generate summaries for interactions, including multi-agent scenarios involving transfers. This allows you to see how each agent contributed to the conversation beyond the standard summary.
    • Advanced Topic Analysis: Leverage LLMs for identifying and categorizing conversation topics, with options for users to prescribe specific topics for categorization. This takes the entire conversation context instead of the standard sentence by sentence mode.
    • Customer Insights: Analyze customer satisfaction, predict churn, and score agent empathy and proficiency with justifications and actionable recommendations. This goes beyond the simple sentiment scoring.
    • Escalation Detection & Feedback: Identify potential escalations and incorporate user feedback into the LLM's analyses. This ensure you close the loop by detecting and managing escalations and enabling human feedback on genAI automation.
    • Comprehensive Auto-Evaluations: A dedicated module for automating quality evaluations and enhancing consistency across teams. This is has high ROI in fully automating the evaluations in multiple languages and forms and auto generating personal enhancement plans on top.

    And best of all, COMPASS is designed to be highly competitive in pricing-delivering robust functionality without costing an arm and a leg.

    If this resonates with your needs or you'd like to learn how COMPASS integrates into existing workflows, feel free to reach out to me. Happy to discuss how it can add value to your operations! 😊



    ------------------------------
    Hichem Agrebi
    hichem.agrebi@cc-expertise.com
    CC-Expertise Ltd
    ------------------------------



  • 19.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-06-2025 10:19
    No replies, thread closed.

    Hi Chris - Just to clarify, I'm referring to Microsoft Copilot, not Genesys Agent Copilot.  They are two different AI / LLM / approaches.  Through our DaVinci App for Microsoft Copilot, customers can use Microsoft Copilot Studio to build their agents, and we can then integrate those agents with Genesys CX within CRM like Salesforce, Dynamics, Zendesk, ServiceNow, SAP, and Siebel.  Users can manually engage with the agent, it can be automatically driven through events like incoming call, transfers, etc. and it can utilize real-time transcription to provide automated agent assist.  



    ------------------------------
    Anthony Uliano
    Founder / CEO
    AMC Technology LLC
    anthony.uliano@amctechnology.com
    www.amctechnology.com
    ------------------------------



  • 20.  RE: Insights/ Experiences on Genesys Agent Copilot

    Posted 01-07-2025 13:15
    No replies, thread closed.

    Hi all!

    Thanks for the questions. Related to Agent Copilot Summarization, these models are not retrained but we are using the feedback to understand errors. However, there are two items to relay:

    1) We update the model with the latest and best performing ones available over time, so we continue to see improvements.

    2) We are working on customization of the summarization hat will allow for a much more tuned summary for each organization. 

    For Knowledge Surfacing, Answer Highlighting, and Answer Generation components of Agent Assist, these models are trainable with new training material in the knowledge base. 

    Hope this helps clarify but happy to add more.

    Leor



    ------------------------------
    Leor Grebler, Principal Product Manager - Agent Copilot
    leor.grebler@genesys.com
    Genesys - Employees
    ------------------------------



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