Enabling cognitive routing of chats
After enabling live chat for end users, as an administrator, you can configure cognitive routing of chats to make sure that the chats are assigned to agents with subject expertise. Chats can be routed to agents based on the chat topic, region, or both.
How cognitive routing of chats work
In Live Chat, administrators can define support queues based on topic, region, or both and assign appropriate agents to the support queues. Learn how to define support queues for topics and support queues for topic and region in
Setting up support queues
in the Live Chat documentation.
In BMC Helix Virtual Agent, administrators must provide the Live Chat administrator key and company so that company-specific topics are populated in BMC Helix Virtual Agent. Application business analysts can add synonyms for the chat topics so that specific words are associated with a topic.
Support queues and automatic routing scenarios
The following table describes how automatic routing works in different scenarios:
| Scenario | Automatic routing |
|---|---|
| The chat is automatically routed to the appropriate topic-based support queue. |
| The chat is automatically routed to the topic-based support queue. |
| The end-user is prompted to select a topic before the chat is transferred to a live agent. |
| The end-user is prompted to select a topic before the chat is transferred to a live agent. |
Before you begin
The following table describes the products and the tasks that you must complete:
| Product | Task |
|---|---|
BMC Helix Virtual Agent | Ensure that you have enabled live chat. |
(If you want chats to be automatically routed to agents with subject expertise) Live Chat | Ensure that you have the Live Chat administrator key and company name.  |
(If you want chats to be routed to agents with subject expertise) BMC Helix Innovation Suite |
|
To route chats to a subject expert agent
If you want chats to be automatically routed to subject expert agents, perform the following tasks:
Task 1: To configure Live Chat Administrator Key and Company
As an administrator, configure the Live Chat Administrator Key and Company so that topics created in Live Chat are populated in BMC Helix Virtual Agent.
Log in to BMC Helix Innovation Studio and navigate to the Administration tab.
Select Configure My Server > Virtual Chat Configuration.
In the Virtual Chat Configuration page, expand Additional Settings and fill out the following fields:
Click Save.
Task 2: To add synonyms for the topics
As an administrator or application business analyst, add the synonyms for the topics so that when the end users uses one or more of the synonyms, the chat is automatically routed to an agent expert in the appropriate topic.
Click the Workspace tab.
Select the application in which you have created the chatbot for which you want to configure the topics.
Example: BMC Chatbot- Click the Chatbots tab and select the chatbot for which you want to configure the topics.
Example: IT Bot - Click the Live Agent Settings tab.
- From the Available Chat Topics list, select the topics for which you want to add synonyms and click
.
Example: Connectivity - In the Selected Chat Topics and Synonyms pane, click the topic that you selected in the previous step.
Example: Connectivity - In the Add/ Remove Chat Synonyms page, in Edit List, click Add Synonym and add words that are related to the Connectivity topic.
Example: Wiki, Access, Connection - Click Save.
- To publish the changes to the IBM Watson Assistant Skill, click Publish topics.
The changes are applied to the Chatbot Skill so that chats are routed to the appropriate agent whenever the end user uses these synonyms in the chat conversation.
Tip
You can remove topics from the Selected Chat Topics and Synonyms list. If you want to restore these topics later, do not Publish the topics.
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