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Skara makes it easy to set up AI Pilots in your Unified Inbox, letting you automate conversations and provide instant support to customers.
Note: You’ll need permission to manage the Unified Inbox to configure AI Pilot settings.Topics Covered:

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Steps to Configure AI Pilot Settings

  • Navigate to the Unified Inbox from the left sidebar.
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  • Click Unified Inbox Settings , then select AI Pilot Settings.
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  • Choose the workspace from the header where you want to add your AI Pilot.
  • If no AI Pilots exist, click Build Your AI Pilot Today to open the quick creation form.

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Configure AI Pilot Settings

Here’s what you can set up for your AI Pilot:
  • AI Pilot: Select an AI Pilot to handle customer Unified Inbox. Only one AI Pilot can be active per workspace
  • Include AI Pilot Messages: Turn on to show AI Pilot messages in the inbox. By default, it is turned off.
  • AI Pilot Narrator: You can turn on to have the system read AI Pilot or Agent messages aloud to recipients.
  • AI Disclaimer:
    • Turn on to add a disclaimer to AI-generated responses. By default, it will show the text: “This response is generated by AI.”
    • You can customize the disclaimer (max 50 characters).
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  • Save: Click Save to store your settings without activating them. All required fields must be valid.
  • Apply: Click Apply to activate the settings for the selected workspace. If the AI Pilot has no published flows, it won’t work.
  • Auto-Save: Changes auto-save every 60 seconds. You’ll see “Auto-saving content changes.”
Make the most of AI in your Unified Inbox with AI Pilots, automate conversations, deliver instant answers, and elevate your customer experience with ease.