Maintain an existing setup
AI sources
Maintain website, file, Q&A, and guidance knowledge on one page.
Classic agent triggers
Decide when the classic AI agent should run on a ticket.
Workflows with AI
Let Classic AI trigger approved workflows for legacy repeatable support tasks.
Take over from Classic AI
Stop automatic replies when a human takes over a live ticket.
Response settings
For an existing Classic AI agent, choose how it handles incoming messages per channel:
Keep existing Auto-send configurations narrow and tested. To stop Classic AI after a human steps in, see Take over from Classic AI.
Routing with AI Agents
Ongoing work on the ticket continues first. A matching legacy AI-guided workflow may start before a new AI Agent. Once an AI Agent owns the conversation, Classic AI backs off. See Routing and ownership for the canonical behavior.Auto-tagging now lives with native tag settings. See Auto-tagging.