Introduction
Naverisk AI Summary leverages advanced machine learning to analyze, interpret, and condense the email exchanges and notes within a Support SLA ticket into a concise overview.
For newly created tickets, this process automatically transfers the original Ticket Description to the Ticket Activity log and populates the Ticket Summary field with the newly generated AI Summary.
1.0 Configuration Guide
The following steps outline the required configuration within ConnectWise to activate and manage the AI Summary feature.
1.1 Enabling AI Summary Integration
By default, the AI Summary feature is disabled. Access to the configuration settings is located within the Settings menu.
To activate the feature:
Navigate to Settings.
Select the Enabled radio button.
Click Save Settings to apply the changes.
1.2 Client-Level Configuration
This feature can be configured on a per-client basis:
Expand the Client tree structure.
Select the top-level client you wish to modify.
To cascade this configuration to all underlying clients and sub-clients, check the Apply to all sub-clients checkbox before saving.
1.3 AI Model and Location Selection
The integration supports a range of AI models. To specify your preference, select the appropriate option from the Geographical Location drop-down menu.