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  • 1.  Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 8 days ago
    Hi Community,
     
    We're currently using Genesys Cloud Agent Copilot integrated with a SharePoint knowledge base through Knowledge Fabric. The real-time knowledge suggestions are working well for our agents during live interactions, but we're struggling to find a reliable way to retrieve and report on the exact question-and-answer content that was suggested after the interaction has ended.
     
    Our primary use cases are:
     
    • Compliance and audit requirements
    • Reviewing the accuracy of suggested knowledge content
    • Knowledge base optimization and gap analysis

    So far, we've explored the standard Analytics Conversation Details APIs and can retrieve conversation-level analytics and metadata. However, we haven't found the actual Copilot suggestion text (Q&A content) within the available conversation details.

    A few questions for those who have implemented Agent Copilot reporting:

    1. Is there a native report, historical API, or archive endpoint that stores the exact Copilot suggestion payloads?
    2. Are the suggested question-and-answer text strings retained anywhere in Genesys Cloud after the interaction ends?

    Any guidance, best practices, or examples from production implementations would be greatly appreciated.

    Thanks in advance!


    #Uncategorized

    ------------------------------
    Chirag
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  • 2.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 8 days ago

    Hello Chirag,

    Thanks for your detailed use case. Based on the capabilities currently available, there isn't a documented historical API or report that provides the exact Answer Generation or knowledge response content presented to an agent after the interaction has ended.

    The Agent Copilot Performance dashboard and Knowledge Optimizer provide metrics on recommendations and knowledge usage, but they don't provide the exact responses shown to agents during an interaction.

    Agent Copilot summaries are handled separately and have their own retention and API capabilities, so summary retention shouldn't be assumed to apply to real-time knowledge recommendations.

    For compliance or audit needs that require the exact content shown during an interaction, we recommend contacting your Genesys account team or Customer Care to discuss available options.

    Docs that might be helpful to your case:

    Hope this helps!



    ------------------------------
    Cameron
    Online Community Manager/Moderator
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  • 3.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago

    Thanks @Cameron Tomlin for confirming the limitations around the historical APIs and dashboards.  we will reach out to our Genesys account team to explore potential backend options. Appreciate the clear guidance!



    ------------------------------
    Chirag
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  • 4.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 5 days ago

    Hi Chirag, @Chirag Shrivastava

    Hope you're doing well. I really liked how clearly and in detail you explained the use case.

    To the best of my knowledge, there currently doesn't appear to be a native way to retrieve the historical Agent Copilot answer selections or the exact Q&A content suggested during an interaction.

    Based on your requirements, I see three main areas: compliance, reviewing the accuracy of the suggestions, and knowledge base optimization.

    For the latter two, one possible approach could be to leverage the interaction summary. With Custom AI Summarization, structured information can be generated and retrieved through the available public APIs.

    Depending on how the summary is configured, information such as key topics discussed, important phrases, interaction context, and sentiment could be captured. This would not provide the original Copilot suggestion itself, but it could provide useful interaction-level data for analysis.

    Would this type of information help address your accuracy review and knowledge base optimization requirements?

    If you can share a little more about what you would ideally like to see in the post-interaction report, I'd be happy to think through what could be captured and how it could be approached.



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suite of products - Genesys Cloud
    https://feebak.com/
    ------------------------------



  • 5.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago

    Thanks @ARJUN T P,  I appreciate the creative suggestion to leverage Custom AI Summarization. While that is a smart approach for general trend analysis, it unfortunately won't meet our core requirements. Because of our strict compliance and audit guidelines, we are strictly focused on capturing the exact Q&A content generated by Copilot that was actively displayed on the agent's screen. We require the precise historical payload rather than inferred or summarized post-interaction data. Thanks again for helping us think through this!



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    Chirag
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  • 6.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago

    Hi @Chirag Shrivastava,

    Okay, I understand the use case now. You're looking to capture the exact payload/content that Agent Copilot suggested during the interaction, correct? This is a really interesting use case.

    Have you explored the Genesys WebSocket/Notification events for Agent Copilot suggestions?

    One possible approach could be to subscribe to the relevant Copilot suggestion topics, listen for the events in real time, and then store the suggestions in an external database or another suitable storage mechanism for reporting and audit purposes. This would require some custom development/engineering.

    The events I came across that may be relevant are:

    • v2.conversations.{id}.suggestions.knowledge.search
    • v2.conversations.{id}.suggestions.response
    • v2.conversations.{id}.suggestions.intent

    I haven't implemented this approach myself yet, so I don't want to say for certain that these events will contain the complete suggestion payload. However, I think it could be worth exploring for your requirement.

    If you're interested in exploring this further, I'm happy to spend some time looking into it with you and help validate what information we can actually capture from these events. We could start with a small test and take it from there.

    I've also attached a screenshot showing the available Agent Copilot WebSocket events for reference.



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suite of products - Genesys Cloud
    https://feebak.com/
    ------------------------------



  • 7.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago

    Hi Chirag,

    We're not currently relying on Copilot for knowledge suggestions-we provide direct links to our articles instead. We mainly use custom summaries for topic detection, compliance, CRM notes and QA.

    I have shared our approach and a prompt example in the Community Library. It doesn't directly address retrieving the exact knowledge suggestions, but it may offer some useful ideas:

    https://community.genesys.com/viewdocument/genesys-copilot-custom-summary-best-practices-example?CommunityKey=bab95e9c-6bbe-4a13-8ade-8ec0faf733d4&tab=librarydocuments



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
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  • 8.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago
    Edited by Phaneendra Avatapalli 3 days ago

    Thank you for clarifying just read your previous reply. I understand you need the exact Copilot Q&A displayed to the agent for audit purposes. Our custom-summary approach wouldn't meet that requirement. Hopefully someone who has implemented this can share a supported way to capture and retain those payloads.



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
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  • 9.  RE: Is there a way to retrieve historical Agent Copilot knowledge suggestions for reporting purposes?

    Posted 3 days ago

    The Agent Copilot performance dashboard and Knowledge Optimizer provide metrics on recommendations and knowledge usage, but they do not show the exact responses displayed to agents during an interaction.

    Agent Copilot summaries are handled separately and have their own retention and API capabilities; therefore, one should not assume that summary retention policies apply to real-time knowledge recommendations.

    Depending on the summary configuration, information such as key topics discussed, important phrases, interaction context, and sentiment may be captured. While this would not provide the original Copilot suggestion itself, it could yield useful interaction-level data for analysis.



    ------------------------------
    Fausto Salomao
    Architect Analyst Genesys CX
    ------------------------------