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Platform & Automation · Conversational Interfaces

Virtual Agent

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Implementation path

─ Required firstPlatform Core Setup
● This moduleVirtual Agent

What it is (plain English)

A chatbot that handles common requests and questions in a conversation — resetting a password, checking a ticket, answering a policy question — through the portal, Teams, or Slack. It deflects routine work from agents and gives users instant, 24/7 self-service.

Problems it solves

  • Agents spending time on repetitive, simple requests.
  • Users waiting for help that a bot could resolve instantly.
  • Self-service portals people won't use because search is clunky.
  • After-hours requests with nobody to answer.

What must exist first

Platform Core Setup and the underlying process to serve (e.g., Incident Management, CSM Case Management, HR Service Delivery (HRSD)); usually surfaced via Employee Center or a customer portal.

What the customer needs to provide

  • Your highest-volume, most-automatable request types.
  • Existing knowledge content the bot can draw on.
  • Channels to deploy on (portal, Teams, Slack).
  • Tone/branding and escalation-to-human rules.

Where it can go next

Now Assist (Generative AI) adds generative AI for far more natural conversations and drafting; topic coverage expands over time; pairs with AI Search and knowledge for deflection.