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Plain AI updates #134

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Nov 20, 2024
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11 changes: 9 additions & 2 deletions mint.json
Original file line number Diff line number Diff line change
Expand Up @@ -105,17 +105,24 @@
"statuses",
"notifications",
"assignment",
{
"group": "Plain AI",
"pages": [
"plain-ai",
"plain-ai/workflow",
"plain-ai/smart-ai-replies",
"plain-ai/knowledge-sources"
]
},
"tiers",
"priorities",
"labels",
"syntax-highlighting",
"insights",
"snippets",
"shortcuts",
"smart-ai-replies",
"auto-responses",
"workflow-rules",
"plain-ai",
"digests",
"broadcasts",
"roles-in-plain"
Expand Down
28 changes: 17 additions & 11 deletions plain-ai.mdx
Original file line number Diff line number Diff line change
@@ -1,21 +1,27 @@
---
title: 'Plain AI'
title: 'Overview'
---

Quickly categorize and label new threads without lifting a finger. To turn on Plain’s AI features, go to **Settings → Plain AI.**

All AI features in Plain are opt-in. More information on our use of OpenAI and our data processing policies can be found in our [DPA](https://www.plain.com/legal/dpa).
Plain AI is built to remove repetitive tasks from your teams’ workload, and automate the responses to your support requests.

<Frame>![Plain AI](/public/images/plain-ai.png)</Frame>

**Auto-labelling**

When a thread is created, Plain AI will add 1-2 labels automatically to a thread based on its content. If a thread was created with existing labels, no labels will be added. To best leverage Plain AI, make sure you’ve already set up [Labels](/labels) (**Settings → Labels**).
To enable Plain AI, go to **Settings → Plain AI.**

**Thread titles**

When enabled, this will automatically give each thread a short, descriptive title based on the content of the support request. This is particularly useful in Slack and other channels which, unlike email, do not have a subject line you can rely on.
<Info>
All AI features in Plain are opt-in. More information on our use of OpenAI and our data processing policies can be found in our DPA.
</Info>

**Thread summarization**

As a thread grows over time, a summary of the thread will be added and kept up-to-date so you know what has happened without having to read the full timeline and every message. You can see the summary on the top right of any thread and in Slack notifications.
<CardGroup cols={3}>
<Card title="Workflow" icon="shuffle" href="/plain-ai/workflow">
Auto-triage your new support requests without lifting a finger.
</Card>
<Card title="Smart AI Replies" icon="comment-arrow-up" href="/plain-ai/smart-ai-replies">
Smart replies based on your documentation.
</Card>
<Card title="Knowledge Sources" icon="brain" href="/plain-ai/knowledge-sources">
Index documentation for use with Plain AI.
</Card>
</CardGroup>
30 changes: 9 additions & 21 deletions smart-ai-replies.mdx → plain-ai/knowledge-sources.mdx
Original file line number Diff line number Diff line change
@@ -1,33 +1,21 @@
---
title: 'Smart AI Replies'
title: 'Knowledge Sources'
---

<Info>
This feature is currently in Beta and is not available to all customers. If you are interested in
trying this feature, please reach out to us at [[email protected]](mailto:[email protected]) or via our
shared Slack channel.
</Info>

Smart AI Replies allow you to generate replies to support requests based on your documentation and the contents of a thread.

<Frame>![Smart AI Replies](/public/images/smart-ai-replies.png)</Frame>

Replies are not automatically sent, the composer will be populated with the suggested reply, which you can either send as is, or edit as you wish.

To enable Smart AI Replies go to **Settings** → **Plain AI** and toggle the **Smart AI Replies** setting.

All AI features in Plain are opt-in. More information on our use of OpenAI and our data processing
policies can be found in our DPA.

### Indexing documentation for use with Smart AI Replies

Documentation can be indexed by using the [Plain CLI](https://github.com/team-plain/cli). With it you can index:

- a single URL
- a sitemap URL (each entry in the sitemap is indexed)
- Optional: add a [label type ID](/labels) to associate the document with

For installation and usage instructions, please see the [Plain CLI docs](https://github.com/team-plain/cli).

### Labels

If you provide a label type ID when indexing a document, Smart AI Replies will only use the documentation when the thread has the specified label type also associated.

This is useful for example if you have different products that you support, with different documentation.

### Automation

To keep indexed documents up to date, you can automate the indexing process the Plain CLI on a schedule.
Expand Down Expand Up @@ -64,7 +52,7 @@ jobs:
run: npm install -g @team-plain/cli@latest

- name: Index Documents
run: plain index-sitemap https://www.plain.com/docs/sitemap.xml
run: plain index-sitemap https://www.plain.com/docs/sitemap.xml --labelTypeIds lt_01G0EZ1XTM37C643SQTDNXR1
env:
PLAIN_API_KEY: ${{ secrets.PLAIN_API_KEY }}`
```
20 changes: 20 additions & 0 deletions plain-ai/smart-ai-replies.mdx
Original file line number Diff line number Diff line change
@@ -0,0 +1,20 @@
---
title: 'Smart AI Replies'
---
Smart AI Replies show you a suggested response to an incoming support request. The replies use information from your [Knowledge Sources](/plain-ai/knowledge-sources) and information from the thread.

<Info>
This feature is currently in Beta and is not available to all customers. If you are interested in trying this feature, please reach out to us at [email protected] or via our shared Slack channel.
</Info>

<Frame>![Smart AI Replies](/public/images/plain-ai-smart-replies.png)</Frame>

To enable Smart AI Replies go to **Settings** → **Plain AI** and toggle the Smart AI Replies setting.

Once enabled, they will be visible in the composer, when a Smart AI Reply is available, which can then be brought into the composer, for editing or sending.


To index your documentation and add context for Smart AI replies, check out our [Knowledge sources documentation](/plain-ai/knowledge-sources).



20 changes: 20 additions & 0 deletions plain-ai/workflow.mdx
Original file line number Diff line number Diff line change
@@ -0,0 +1,20 @@
---
title: 'Workflow'
---
Auto-triage your new support requests without lifting a finger.

Quickly categorize and label new threads without lifting a finger. To turn on Plain’s AI features, go to **Settings → Plain AI.**

<Frame>![Plain AI](/public/images/plain-ai-workflow.png)</Frame>

**Auto-labelling**

When a thread is created, Plain AI will add 1-2 labels automatically to a thread based on its content. If a thread was created with existing labels, no labels will be added. To best leverage Plain AI, make sure you’ve already set up [Labels](/labels) (**Settings → Labels**).

**Thread titles**

When enabled, this will automatically give each thread a short, descriptive title based on the content of the support request. This is particularly useful in Slack and other channels which, unlike email, do not have a subject line you can rely on.

**Thread summarization**

As a thread grows over time, a summary of the thread will be added and kept up-to-date so you know what has happened without having to read the full timeline and every message. You can see the summary on the top right of any thread and in Slack notifications.
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