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HelpoSoft 3.12.2 Cumulative recovery restores the complete Cloud marketing dependency chain and protects mixed-version upgrades. Release notes
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Governed AI support Configuration required

Automate repetitive support while keeping humans in control.

Ground AI responses in approved company knowledge, control spend and confidence, review risky answers and hand conversations to agents whenever certainty is low.

Available when a supported AI provider, approved knowledge, budget and handoff policy are configured.

Best for: Teams that want AI efficiency without an uncontrolled black box.

Interface preview · demo workspace
AI Support AgentOperational view
AvailabilityConfiguration required
PlatformHelpoSoft Cloud
Production ruleVerify configuration before rollout
TransparencyView product status
Core workflow

Designed around the outcome, not a checkbox.

Each capability should have a clear owner, test path and customer-safe failure behavior before production expansion.

1

Knowledge grounded

Responses use published and approved articles, with source context and knowledge-gap tracking.

2

Three operating modes

Choose draft, assisted or automatic AI behavior independently for each website.

3

Provider resilience

Configure prioritized OpenAI-compatible providers with fallbacks, health checks and circuit breakers.

4

Quality governance

Review low-confidence responses, sensitive topics, negative sentiment and unsupported answers.

Enterprise use cases

Three ways AI Support Agent becomes accountable work.

These scenarios describe operating patterns—not invented customer results. Validate them against your channels, roles and Cloud configuration.

01

Repetitive setup questions

Answer stable, well-documented questions from approved sources and escalate unsupported requests.

Lower repetitive workload without treating containment as success.
02

After-hours first response

Provide controlled guidance for low-risk topics while preserving a visible path to human support.

Useful coverage without making false staffing promises.
03

Knowledge-gap discovery

Record unanswered, corrected and low-confidence questions for content owners.

A measurable loop between real customer demand and documentation.
Production readiness

Prove the workflow before expanding it.

Enterprise readiness comes from repeatable evidence: correct access, correct state, safe failure and a named operational owner.

Review security controls
Before configuration

Prerequisites

  • Supported provider endpoint and protected credential
  • Approved knowledge with named owners
  • Restricted-topic and refusal policy
  • Monthly usage budget and escalation owner
Before production

Evidence to verify

Grounding evidence

Review the exact knowledge sources used for sampled answers.

Failure behavior

Test missing knowledge, provider outage, budget exhaustion and low confidence.

Human accountability

Confirm customers can reach a person and reviewers can inspect automatic outcomes.

Implementation path

Move from configuration to a production-ready workflow.

Introduce the capability in controlled steps, verify ownership and delivery, then measure the result.

1

Connect an AI provider

Start with the minimum configuration and access required for a safe test.

2

Import and approve knowledge

Validate the step with real support examples and documented ownership.

3

Start in draft mode

Validate the step with real support examples and documented ownership.

4

Review confidence and feedback

Validate the step with real support examples and documented ownership.

5

Enable assisted automation for proven topics

Review outcomes, feedback and operational gaps before expanding.

Capability breakdown

Everything agents and managers need around the workflow.

Feature availability and limits depend on the current Cloud release, configuration, provider eligibility and commercial entitlement.

AI Agent Copilot
Suggested replies and summaries
Intent and sentiment detection
Translation and tone controls
Monthly budget limits
Per-provider cost reporting
Human handoff rules
Prompt-injection safeguards
Operating evidence

Measure the workflow without inventing success.

Use production definitions, exclude demo workspaces and reconcile sampled metrics to the underlying support records.

Verified resolution rateDefine owner, calculation and review cadence
Appropriate handoff rateDefine owner, calculation and review cadence
Correction and reopen rateDefine owner, calculation and review cadence
Knowledge-gap volumeDefine owner, calculation and review cadence
Cost per resolved supported topicDefine owner, calculation and review cadence
Cloud responsibility

One managed platform with three accountable layers.

Separate HelpoSoft Cloud operations, customer configuration and connected-provider responsibilities before production rollout.

Operating responsibility

Managed cloud platform

HelpoSoft operates the contracted application environment, release process, platform monitoring and service restoration procedures.

Review responsibilities
Operating responsibility

Customer configuration

Your organization controls users, roles, channels, knowledge, automation, AI policy, retention choices and lawful use.

Review responsibilities
Operating responsibility

Connected providers

Email, messaging, AI, voice, CRM and billing providers retain their own eligibility, pricing, retention and availability responsibilities.

Review responsibilities
Connected systems

Relevant integrations

Check availability, permissions, data flow and provider dependencies before connecting production accounts.

Implementation guidance

Related guides

Use practical setup and governance material instead of relying on a feature list alone.

Known boundaries

What this capability does not remove.

Provider rules, Cloud configuration, identity decisions and team policy remain real responsibilities.

1

AI output can be incorrect even when fluent.

2

Provider privacy, retention and regional terms remain external responsibilities.

3

Automatic coverage should expand topic by topic, not through one global switch.

Launch governance

Production approval checklist.

Use evidence from a controlled workspace before expanding customer-impacting behavior.

Confirm workspace roles and least-privilege access for every person who can configure or operate this capability.
Test normal, duplicate, delayed, failed and unauthorized scenarios in a non-production workspace.
Document the customer-visible fallback when the capability or a connected provider is unavailable.
Assign an operational owner, review cadence and measurable acceptance criteria before launch.
Verify retention, export, deletion and audit requirements for the data used by this workflow.
Procurement review

Questions buyers should resolve.

Commercial entitlement, provider dependency and operating responsibility should be explicit before purchase.

1

Which plan entitlement and usage limits apply to this capability?

2

Which HelpoSoft Cloud controls are included and which settings remain customer-owned?

3

Which connected providers, credentials, regions and external charges are required?

4

What evidence can be supplied for access, delivery, failure handling, recovery and change history?

Product FAQ

Questions about AI Support Agent.

No. Copilot inserts suggestions into the normal reply editor; an agent reviews and sends them.

Yes. Workspaces can set monthly budgets and usage limits, and the provider system stops cleanly when limits are reached.

The conversation can be handed to a human and the unanswered question is added to the knowledge-gap queue.
Enterprise evaluation pathContinue from page content to verifiable Cloud controls.
Product statusIntegration statusTrust CenterSecurity questionnaire
One customer support workspace

Bring every support conversation into one intelligent, accountable operation.

Start with live chat and tickets. Add AI, messaging, multi-site control and service operations when your team is ready.