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Wrap-up notes (Public Beta)


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Public Beta

Agent Copilot is currently available as a Public Beta product and the information contained in this document is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as Generally Available. Public Beta products are not covered by a SLA.

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Not a HIPAA Eligible Service or PCI Compliant

Agent Copilot is not a HIPAA Eligible Service or PCI compliant and should not be used in Flex workflows that are subject to HIPAA or PCI.


Overview

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Enable the wrap-up notes component to display auto-generated notes about a task. When a task ends, agents in Flex UI see an AI-generated conversation summary, predicted customer sentiment, and a selected disposition code. Agent reviewers can view and edit generated notes during task wrap-up before they are saved and submitted.

Example of wrap-up notes in the Flex UI

Before you can enable this component, make sure you have configured Agent Copilot and wrap-up notes auto-generation service.


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