Does SysAid allow us to add the Chatbot button on different screens?
We would like to add on Admin Portal, Knowledgebase view (Self Service and Admin)
Thank you.
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SysAid Copilot is here with our AI Magic!
Here is the response we thought might assist you:
**AI magic at your service!**
To add the Chatbot button on different screens in SysAid, such as the Admin Portal and Knowledgebase view, follow these steps:
1. **Access SysAid Administrator Settings:**
- Log in to your SysAid Administrator account to access the backend settings.
2. **Navigate to AI Chatbot Configuration:**
- Go to Service Desk > General Settings > Self-Service Portal > Service Catalog Items.
3. **Customize the AI Chatbot Service Catalog Item:**
- In the Service Catalog Items section, find the Chatbot Service Catalog Item and click to edit it.
- Ensure the 'Enabled' checkbox is checked to activate the AI Chatbot.
4. **Configure AI Chatbot Visibility:**
- Specify which User Groups, companies, and whether guest users can access the Chatbot.
- Adjust the visibility settings to include the Admin Portal and Knowledgebase view.
5. **Save Changes:**
- After configuring the visibility and making any other necessary adjustments, save your changes to apply the configuration.
6. **Test the AI Chatbot:**
- Test the AI Chatbot to ensure it appears on the desired screens by initiating a chat session through the Self-Service Portal or another access point.
If you encounter any issues or need further assistance, please open a Service Record by clicking the "Create a Service Record" link located on the chat page.
To add the Chatbot button on different screens in SysAid, such as the Admin Portal and Knowledgebase view, follow these steps:
1. **Access SysAid Administrator Settings:**
- Log in to your SysAid Administrator account to access the backend settings.
2. **Navigate to AI Chatbot Configuration:**
- Go to Service Desk > General Settings > Self-Service Portal > Service Catalog Items.
3. **Customize the AI Chatbot Service Catalog Item:**
- In the Service Catalog Items section, find the Chatbot Service Catalog Item and click to edit it.
- Ensure the 'Enabled' checkbox is checked to activate the AI Chatbot.
4. **Configure AI Chatbot Visibility:**
- Specify which User Groups, companies, and whether guest users can access the Chatbot.
- Adjust the visibility settings to include the Admin Portal and Knowledgebase view.
5. **Save Changes:**
- After configuring the visibility and making any other necessary adjustments, save your changes to apply the configuration.
6. **Test the AI Chatbot:**
- Test the AI Chatbot to ensure it appears on the desired screens by initiating a chat session through the Self-Service Portal or another access point.
If you encounter any issues or need further assistance, please open a Service Record by clicking the "Create a Service Record" link located on the chat page.
Love the experience? You can enjoy the full power of SysAid Copilot and reduce your team workload starting today - check it by yourself
Thank you. I don’t see the chatbot visibility on that screen - can you show me where?
Hi there,
Unfortunately, SysAid does not currently support the option to add the Chatbot button on different screens, including the Admin Portal.
If this is a functionality you'd like to see in the future, I recommend reaching out to support to submit a feature request.
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