Integration-backed AI Agents depend on clean connected app data, matching ticket details, and active integrations.
Confirm the integration
- The required integration is set up for your Help Desk account.
- The integration authorization or token is active.
- Staff users know which connected app records the AI Agent needs.
- The connected app contains current order, deal, subscription, product, account, or fulfillment data.
Confirm ticket data
- Requesters can be matched to connected app records.
- Tickets include the order ID, product, subscription, deal, account, or renewal detail the AI Agent expects.
- Ticket categories match the support task where connected app context is useful.
- Custom instructions explain how to handle missing or partial connected app data.
Recommended rollout
- Start with one ticket category tied to the connected app task.
- Use Supervised Mode when available.
- Review early output in Agent Activity Log.
- Check failed or incomplete activity for missing integration context.
- Expand scope after the AI Agent consistently receives the connected app context it needs.