CXone SmartAssist Powered by Amelia

CXone SmartAssist Powered by Amelia provides intelligent virtual agents (IVA) for voice and chat interactions, as well as interactions on certain Digital Experience channels. SmartAssist virtual agents understand complex interactions and respond to them with human-level comprehension. They can replace live agents to handle customers' questions and solve problems.

CXone SmartAssist uses Amelia, an industry-leading AI bot solution. You can integrate SmartAssist with CXone using Studio scripts and Virtual Agent Hub.

You can use CXone Recording to record SmartAssist voice interactions.

To use SmartAssist with voice channels, contact your CXone Account Representative. Setup for voicebots happens outside of Virtual Agent Hub and the custom scripting needs require additional assistance.

Conversation Flow for Voice and Chat

The beginning of the conversation is different for voice and text virtual agents: 

After the conversation has started, the virtual agent analyzes the contact's utterances to understand the purpose or meaning behind what a person says. This is known as the contact's intent. When the intent is identified, the virtual agent sends an appropriate response to the contact.The method of sending a response depends on whether it's a text or a voice virtual agent: 

  • VoiceRequests and responses are sent back and forth between the virtual agent and the contact. CXone stays connected to the virtual agent service throughout the conversation, but does not participate in it. CXone waits for the signal that the conversation is complete or that the contact needs transferred to a live agent. This is the SIPClosed Protocol used for signaling and controlling multimedia communication sessions such as voice and video calls. backchannel method of connection.
  • TextRequests and responses are sent via Virtual Agent Hub and the script with each turn. This option allows for customization of the virtual agent's behavior from turn to turn.

At the end of the conversation, the virtual agent sends a signal to the Studio script. It can signal that the conversation is complete, or that the contact needs to speak with a live agent. If the conversation is complete, the interaction ends. If a live agent is needed, the script makes the request. The contact is transferred to an agent when one is available.

Once the conversation is complete, post-interaction tasks can be performed, such as recording information in a CRMClosed Third-party systems that manage such things as contacts, sales information, support details, and case histories..

Prerequisites

To use SmartAssist with CXone, you need:

  • An account with Amelia.
  • A fully configured and trained Amelia virtual agent.

Required Components

Using SmartAssist requires the following components: 

SmartAssist and Digital Channels

If your channel supports it, you can include rich mediaClosed Elements in digital messaging such as buttons, images, menus, and option pickers. content in the messages. The type of rich media that can be sent differs from channel to channel, as shown in the following table.

  AdaptiveCards HTML & Markdown Text Rich Link Quick Replies List Picker Time Picker Form message
Apple Messages for Business Red X, indicating "not supported" Red X, indicating "not supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported"

Digital Chat

Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Red X, indicating "not supported" Green checkmark, indicating "supported"
Email Red X, indicating "not supported" Green checkmark, indicating "supported" Red X, indicating "not supported" Uses fallback text Red X, indicating "not supported" Red X, indicating "not supported" Red X, indicating "not supported"
Facebook Messenger Red X, indicating "not supported" Red X, indicating "not supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Red X, indicating "not supported"
WhatsApp Red X, indicating "not supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Red X, indicating "not supported"
Google Business Messages Red X, indicating "not supported" Red X, indicating "not supported" Green checkmark, indicating "supported" Red X, indicating "not supported" Green checkmark, indicating "supported" Green checkmark, indicating "supported" Red X, indicating "not supported"

Supported: Green checkmark, indicating "supported"

Not Supported: Red X, indicating "not supported"

Learn more about digital channel support for rich media.

When you want to include rich media content in text virtual agent responses, configure it in your virtual agent's management console. It should go in the configuration for each response that will send the rich media.

Rich media content is sent as JSON. When building your rich media JSON, follow the schema for the digital channel you're using. The schemas are different for each channel. Find the JSON for the media content you want to use, then add it to the response message configurations that you create in the Amelia configuration console.

Some JSON schemas are provided in the Virtual Agent Hub online help. You can use the Digital Experience JSON mirror tool to verify your JSON before adding it to your scripts or virtual agent.

Custom Scripting Guidelines

Before integrating a virtual agentClosed The meaning or purpose behind what a contact says/types; what the contact wants to communicate or accomplish, you need to know: 

  • Which script you want to add a virtual agent to.
  • The virtual agent Studio action you need to use.

  • Where the Studio actions must be placed in your script flow.
  • The configuration requirements specific to the virtual agent you're using.
  • Any script-specific requirements for your virtual agent, including: 
    • When nesting JavaScript within the JSON payload in Amelia virtual agents, use single quotes instead of escaping double quotes with a backslash ( \" ).

    • JSON structures must be "contentType": "dfoMessage", where the M in Message is capitalized. It won't work with a lower case m.

  • How to complete the script after adding the virtual agent action. You may need to: 
    • Add initialization snippets as needed to the script using Snippet actions. This is required if you want to customize your virtual agent's behavior.
    • Re-configure the action connectors to ensure proper contact flow and correct any potential errors.
    • Use the OnReturnControlToScript branch to handle hanging up or ending the interaction. If you use the Default branch to handle hanging up or ending an interaction, your script may not work as intended.
    • Complete any additional scripting and test the script.

Ensure that all parameters in the virtual agent actions you add to your script are configured to pass the correct data. The online help pages for the actions cover how to configure each parameter.

Additionally, ensure that you completely configure your virtual agent on the provider side. Verify that it's configured with all possible default messages. This includes error messages or messages indicating an intent has been fulfilled.

You may be able to obtain template scripts for use with virtual agent integrations from NICE CXone Expert Services. If you need assistance with scripting in Studio, contact your CXone Account Representative, see the Technical Reference Guide section in the online help, or visit the NICE CXone Community A square with an arrow pointing from the center toward the upper right corner. site.

Supported Studio Action for Text Virtual Agents

The TextBot Exchange action is for complex virtual agents or for when you need to customize the virtual agent's behavior from turn to turn. It monitors the conversation between the contact and the virtual agentClosed A software application that handles customer interactions in place of a live human agent. turn by turn. It sends each utteranceClosed What a contact says or types. to the virtual agent. The virtual agent analyzes the utterance for intentClosed The meaning or purpose behind what a contact says/types; what the contact wants to communicate or accomplish and context and determines which response to give. TextBot Exchange passes the response to the contact. When the conversation is complete, the action continues the script.