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Setup questions

Agents

Customer agent

Categories

Resolving general tickets

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Description

Setup questions are a great fit for AI automation - they follow documented procedures and can be resolved by providing step-by-step guidance from your setup documentation.

You can configure Parahelp to handle setup questions end-to-end by uploading your Help Center articles and setup guides, and connecting your ticketing system for customer replies.

This enables the Parahelp customer agent to automatically identify the setup step the customer needs help with, retrieve relevant documentation, and guide them through the process - with links to detailed guides when needed.

Example

Configuration

Tools

Search knowledge

Parahelp

Search help center and internal knowledge snippets.

Memory

Setup questions

Identify the specific setup step or feature the customer needs help with.

Use the Parahelp: Search knowledge tool to find relevant information from Help Center articles and setup documentation.

Provide step-by-step guidance based on the retrieved knowledge.

Use the Ticketing: Reply to ticket tool to share clear instructions.

Simulation

  1. Customer action: Ticketing - Submit query ("How do I connect my Stripe account?")

  2. Agent action: Parahelp - Search memory

  3. Agent action: Parahelp - Search knowledge

  4. Agent action: Ticketing - Send ticket response ("To connect Stripe, go to Settings → Integrations → Stripe and click 'Connect'. You'll be redirected to Stripe to authorize the connection. Here's our full setup guide: [link]. Let me know if you need any help!")

Example

Configuration

Tools

Search knowledge

Parahelp

Search help center and internal knowledge snippets.

Memory

Setup questions

Identify the specific setup step or feature the customer needs help with.

Use the Parahelp: Search knowledge tool to find relevant information from Help Center articles and setup documentation.

Provide step-by-step guidance based on the retrieved knowledge.

Use the Ticketing: Reply to ticket tool to share clear instructions.

Simulation

  1. Customer action: Ticketing - Submit query ("How do I connect my Stripe account?")

  2. Agent action: Parahelp - Search memory

  3. Agent action: Parahelp - Search knowledge

  4. Agent action: Ticketing - Send ticket response ("To connect Stripe, go to Settings → Integrations → Stripe and click 'Connect'. You'll be redirected to Stripe to authorize the connection. Here's our full setup guide: [link]. Let me know if you need any help!")

Example

Configuration

Tools

Search knowledge

Parahelp

Search help center and internal knowledge snippets.

Memory

Setup questions

Identify the specific setup step or feature the customer needs help with.

Use the Parahelp: Search knowledge tool to find relevant information from Help Center articles and setup documentation.

Provide step-by-step guidance based on the retrieved knowledge.

Use the Ticketing: Reply to ticket tool to share clear instructions.

Simulation

  1. Customer action: Ticketing - Submit query ("How do I connect my Stripe account?")

  2. Agent action: Parahelp - Search memory

  3. Agent action: Parahelp - Search knowledge

  4. Agent action: Ticketing - Send ticket response ("To connect Stripe, go to Settings → Integrations → Stripe and click 'Connect'. You'll be redirected to Stripe to authorize the connection. Here's our full setup guide: [link]. Let me know if you need any help!")

Example

Configuration

Tools

Search knowledge

Parahelp

Search help center and internal knowledge snippets.

Memory

Setup questions

Identify the specific setup step or feature the customer needs help with.

Use the Parahelp: Search knowledge tool to find relevant information from Help Center articles and setup documentation.

Provide step-by-step guidance based on the retrieved knowledge.

Use the Ticketing: Reply to ticket tool to share clear instructions.

Simulation

  1. Customer action: Ticketing - Submit query ("How do I connect my Stripe account?")

  2. Agent action: Parahelp - Search memory

  3. Agent action: Parahelp - Search knowledge

  4. Agent action: Ticketing - Send ticket response ("To connect Stripe, go to Settings → Integrations → Stripe and click 'Connect'. You'll be redirected to Stripe to authorize the connection. Here's our full setup guide: [link]. Let me know if you need any help!")

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