Jeff Farris
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Articles
Recent activity by Jeff Farris-
Deploying a runner from the Azure Marketplace
CloudRadial AutomationAI runners can be deployed from the Azure Marketplace with a guided wizard, instead of downloading a setup package and running the PowerShell installer. This article covers wh...
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Converting an Ask AI run into a workflow
Ask AI answers questions and completes goals as a one-off, ad-hoc assistant. When a run does something you want to repeat (on a schedule, from a webhook, or as part of a larger automation), CloudRa...
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Email Notifications from ServiceAI
ServiceAI sends email notifications for events such as new-user welcome messages, completed background jobs, and account activity. This article explains which address those messages come from and h...
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Using the Inbox and @Mentions in ServiceAI
The Inbox is your personal queue in ServiceAI: the issues assigned to you plus the comments where teammates have @mentioned you. This article explains where the Inbox lives, how mentions work, and ...
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Working Issues in ServiceAI: Review, Approve, Apply, and Reject
Every review action on an issue happens on its detail page. This article walks through the workflow from opening an issue to applying or rejecting it. For an overview of issue types and statuses, s...
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Creating Issues in ServiceAI
Issues can enter your queue four ways: you submit one manually, you ask Orion to generate recommendations, you share a record from a detail page as a task, or Orion and the triage pipeline create o...
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All About ServiceAI's Issues Tab
The Issues tab is ServiceAI's unified review queue. It brings together the recommendations, proposed corrections, agent feedback, and tasks that Orion (ServiceAI's AI) and your team members surface...
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Configuring RPS Scoring in Settings
The RPS Scoring page in Settings lets you customize the AI prompts that calculate Relative Performance Scores (RPS) for your tickets, agents, and users. RPS values are AI-generated quality and perf...
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How the AI Generate Buttons Work (Scripts, Workflows, and Playbooks)
CloudRadial AutomationAI includes an AI Generate button in three places: the Designer (to generate a script), the Workflows page (to generate a whole workflow), and the Playbooks page (to generate ...
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Creating custom agents and using them in workflows
Beyond the catalog, CloudRadial AutomationAI lets you build your own agents and use them in workflows. This article covers creating a custom agent, generating one with AI, importing and exporting a...