- Welcome
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Getting started 2 min
- AI agents for Messaging
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Preparation and setup 60 min
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Conversation design 90 min
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Dynamic configuration 60 min
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Test and launch 60 min
- Wrap up
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Course summary 4 min
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Share your feedback 5 min
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Congratulations 1 min
AI agents - Advanced sales trial | Agentic Messaging
Get a hands-on preview of AI agents - Advanced. This course empowers administrators to configure, design, and test advanced AI-driven messaging experiences.
Experience a sneak peek of AI agents - Advanced with this guided sales trial, designed for administrators setting up AI-powered messaging. In this proof-of-concept course, you’ll prepare your team, explore platform capabilities, and build and test dynamic conversation flows for your messaging channel. Through focused, action-oriented activities, you’ll learn how to configure and optimize agent behaviors in a safe, trial environment—no launch required. For further questions, your sales specialist is ready to assist.
Learning objectives
By the end of this course, learners will be able to:
- Assemble an effective project team, define objectives, and set success metrics for your AI agent proof of concept.
- Navigate the AI agents - Advanced platform and complete initial configuration, including generative reply settings.
- Design and build advanced conversation flows by scoping use cases, applying conversation design principles, and configuring reply types.
- Experiment with dynamic features such as actions, rich messaging, and escalation strategies, including BSAT settings configuration.
- Test your AI agent within the platform and gather feedback to inform next steps.
Audience
This course is intended for administrators.
Prerequisites
AI agents - Advanced add-on is enabled in your Zendesk instance. You should also have administrator access.