This guide demonstrates the process of training an AI bot on Zendesk articles and historical tickets using various filters. This method allows for efficient information retrieval from past customer interactions. The process is streamlined through native integration with Zendesk.

Step 1: Navigate to the train section.

Step 2: Select Zendesk from the support and CRM section.

Upon selection, an option to connect help docs appears.

Step 3: Click on train to train the bot on all support articles.

By default, Threado pulls in all the published public articles from Zendesk.

Step 1: For tickets, utilize the multiple filters available.

Step 2: Filter based on time duration, status, and group of tickets.

Step 3: Choose specific agents, for instance, super agents, to train only on their ticket conversations.

Step 4: You can train the bot on tags as well.

Step 1: Train the bot on your canned responses.

Upon completion, the bot pulls in all historical conversations and articles from Zendesk quickly. The training time may vary depending on the number of selected tickets and the duration of ticket conversations.

After completing these steps, the bot is ready to pull in customer data. Feedback and suggestions for improvement are always welcome.