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Display checklists through Agent Copilot during interactions 

13 days ago

In this video, @Guru Prasadh Jeevan Rao discusses a new feature "Display checklists through Agent Copilot during interactions"

Administrators can now configure Agent Copilot to display checklists of up to seven items during customer interactions. The checklist can appear at the start of an interaction or be triggered by a detected intent. Agents can manually mark items as complete, or the system can automatically check them off based on the agent’s responses. This feature helps agents stay organized, follow required steps, and maintain consistency during conversations. It is especially beneficial for industries that rely on adherence to protocols or regulations, helping to improve accuracy and support compliance during live interactions.

Release notes: https://help.mypurecloud.com/releasenote/november-3-2025/

#TAMStudios #FeatureReview #AgentCoPilot 


#AIConfiguration
#AICopilot(Agent,SupervisorAdmin)
#CommunityVideos(TAM,QA,etc.)

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