Relate Deep Dive on AI Agents and Knowledge

Apr 24, 4:00 – 5:15 PM (UTC)

Zendesk Deep Dives

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Thank you to everyone who joined our recent session exploring the powerful capabilities of Zendesk AI agents and knowledge. For those unable to attend, here’s a brief recap of what we covered and key insights to help you get started or optimize your AI-powered customer support.

What we covered:

Overview of AI agents essential and advanced:  

  • Essential provides quick, knowledge base–driven AI chatbots that are easy to enable and require minimal setup.

  • Advanced comes with adaptive reasoning, empowering them to autonomously determine the most effective path to a resolution, handling the most nuanced inquiries across every channel.

Building better customer conversations:  

  • Use conversation flows and dynamic forms with AI agents advanced to gather critical information upfront and tailor responses.  

  • Connect AI agents to your CRM or backend systems for personalized, context-aware interactions.

Leveraging Zendesk Knowledge base:  

  • AI agents rely heavily on well-structured, user-friendly knowledge articles.  

  • Best practices include focused articles, clear language, and ensuring public access where possible for optimal AI response quality.

Escalation and routing:  

  • Set escalation paths to route customers to live agents or specialized teams when AI can’t resolve issues.

  • Control escalation timing and messaging to maintain a smooth handoff experience.

Monitoring and improving AI performance:  

  • Use analytics dashboards and Bot Satisfaction (BSAT) surveys to track AI effectiveness and customer satisfaction.  

  • New AI-driven use case suggestions help identify automation opportunities by analyzing ticket trends.

Multi-Language support and customization:  

  • AI agents advanced support around 80 languages for generative replies.  

  • Procedures enable writing once and delivering responses in multiple languages without duplicating scripts.  

  • Instructions and tone of voice features allow you to shape how the AI communicates, using clear, direct prompts and examples.

Importance of branding your AI agents:  

  • Defining your company and brand details in the AI agent setup ensures accurate, brand-specific responses and reduces AI hallucinations.

Getting started without backend integrations:  

  • AI agents essential is a great starting point if you don’t have backend integrations yet—simply connect to your knowledge base and turn on the AI agent to start delivering conversational support.

AI agents and Copilot:  

  • Integration between AI agents and other Zendesk products like Copilot is on the roadmap to provide a seamless AI experience.


Next Steps:

  • Review your knowledge base content and optimize articles for AI consumption.  

  • Experiment with AI agents essential (included in the Suite) to see immediate benefits with minimal setup.  

  • Explore advanced features like procedures, instructions, and multi-language support as your needs grow.  

  • Monitor AI performance with BSAT surveys and analytics to continuously improve customer experience.

Webinar resources:

Help center resources:

Zendesk is helping support teams deliver consistent, human-like AI experiences across every channel. Explore Zendesk AI Solutions →