Jeff Farris
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Articles
Recent activity by Jeff Farris-
Using Actions: Reusable Webhook Automations in ServiceAI
Actions is a per-Tenant library of reusable webhook automations in ServiceAI. Each action sends an outbound HTTP request — with placeholders you can fill in at run time — to an external system, and...
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CloudRadial AutomationAI Overview
CloudRadial AutomationAI is a multi-tenant MSP automation control plane. You build automations visually in the Designer, deploy them to runners you operate in your own Azure subscription, and run t...
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Configuring Chat Quick Actions in ServiceAI
Chat Quick Actions are a configurable strip of one-click prompt buttons that appear on the ServiceAI chat home page. Each button sends a pre-written prompt into a new AI Chat conversation, so techn...
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Setting Up the ServiceAI App in Zendesk
The ServiceAI app surfaces inside the Zendesk agent workspace as a sidebar app on the ticket. When a technician opens a ticket, the app shows the AI ticket summary, a Related blade (related tickets...
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Configuring Pod Quick Actions in ServiceAI
Pod Quick Actions are a configurable strip of one-click prompt buttons that appear in the ServiceAI pod launcher when a technician opens a ticket inside their PSA. Each button sends a context-ancho...
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Using Regression Testing to Find and Fill Article Gaps in ServiceAI
What Regression Testing Does in ServiceAI ServiceAI's Regression Test feature replays recent real tickets through your assistant and evaluates the responses against what your knowledge base actuall...
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Viewing Your Account Manager Information in ServiceAI
ServiceAI can display your account manager's contact information directly within the platform, making it easy to reach out for support, questions, or to schedule a meeting. This information is auto...
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Enforcing SSO Login and Disabling Password Authentication
Enforcing SSO Login and Disabling Password AuthenticationAdministrators can disable password-based login for all users in their tenant, requiring everyone to authenticate via SSO or a one-time emai...
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Manually Deleting and Restoring Records
Manually Deleting and Restoring RecordsAdministrators can manually delete or restore tickets, agents, and companies directly from their detail pages in ServiceAI. This is useful when a record needs...
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Troubleshooting Triage Webhook Configuration
Verifying Your Triage Webhook ConfigurationIf triage is not processing tickets, you can use the built-in Diagnostics tool to verify that your PSA system has the correct webhook or callback register...