Onboarding Pack

Pre-Onboarding Bootcamp Preparation

• Understanding the Ultimate Platform
• Onboarding Bootcamp Preparation
• Onboarding Basic Vocabulary

Import Data

• The Importance of historical data
• What to do if I don't have any historical data?
• Ultimate's Data Processing Explained
• Import historical data from a file
• Import Chat Data - Zendesk Chat
• Import Ticket Data - Zendesk Support

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Content Coverage Analysis & AI

• Intents Explained
• Multilingual Technology
• Expressions Explained
• Content Coverage Analysis Explained
• Create an Automation Report

Chat Process Mapping & Reply Types

• Build a Bot Persona and Tone of Voice
• Virtual Agent Tone of Voice Examples
• Reply Best Practices
• Conversation Design - Chat Replies

Email Process Mapping and Conversation Design

• Ticket Automation Onboarding Steps
• Styling your Ticket Reply
• Dialogue Builder for Ticket Automation
• Ticket Automation RegEx Collection
• Update Ticket Form Fields - Zendesk Support
• Merge Tickets - Zendesk Support

Backend Integration

• Custom integration - preparation
• Integration technical requirements
• Allow IPs to Connect Ultimate to your CRM

Testing & Maintenance

• Testing your Virtual Agent
• Create a Test Email - Zendesk Support
• Test your dialogues using "Test Bot"
• Keep your bot smart using Confusion Matrix

Expand And Optimize

• Multilingual Bots - Expanding Languages