AI assistance tools

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Use the AI tools area from the admin side when you need general AI-assisted actions.
2. In Tickets, use the available AI actions such as summarise or suggest reply where those controls appear.
3. In MailboxAI, use the AI actions attached to supported message workflows.
4. Review the generated output before sending, saving or publishing it.
5. Use AI as an assisted drafting layer, not as a replacement for final human review.

What this feature does

• Text enhancement is present in the dedicated AI admin controller.
• Ticket summarise and suggest-reply actions exist in the AI tickets controller.
• MailboxAI exposes AI action and summarize-unread functionality.
• The AI features are additive tools that sit beside the operational workflow rather than replacing the underlying record.
• These tools are best used to accelerate drafting and review rather than bypassing staff validation.

What to do next

• If the communication must be stored as a formal outgoing record, use Letter Manager or the underlying ticket/email workflow after review.
• Do not rely on AI outputs alone for compliance-sensitive or contract-sensitive records without human validation.

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