Assembled AI Agents

We would like our chat bot to be more personal and human-like and to do so would like "AI Agent" to be removed from the UI beside the bot's name.

Example use cases: Checking whether a user is signed in, for example, user_id is not blank Referencing values captured in previous workflow steps, or previous runs of the workflow such as an invoice ID Comparing the current value with a previously handled value, such as invoice_id is not the same as the last processed invoice Preventing a workflow from re-triggering when the same value already exists in the conversation history Allowing a user to re-enter the workflow after signing in or supplying a new value

Metrics such as Error count and Handoff rate should be clickable to show the specific tickets behind that number, instead of manually hunting for the relevant cases in the lower tables / other views.

Unsure what criteria determine which items appear in the Top issues section. It can surface workflow categories or common intents that do not represent issues, and it does not populate consistently across workflows. Suggesting showing the most frequent issues that exist, rather than only items selected as especially important, or providing an explanation for why each item appears.

The current static chart is not clear. Recommend adding trend lines to make performance changes over time easier to interpret. The workflow summary metrics are useful, but want the view to have clearer investigation paths into the underlying performance and tickets.

Selecting Email in the top-level channel filter does not filter the table below. It still includes workflows from other channels. Want the selected channel to apply consistently across the entire page.

Today, you can view the version history for workflows, but it would be great if we had the ability to revert back to any previous version. This ensures changes can be safely reverted if an issue is introduced.

We want to use customer lifecycle stage for workflow selection. We want to supplement LLM-based contextual triggering with custom field logic. We want to surface relevant workflows only to the customers who should receive them.

Add the ability to set up a case filter by Assignee. Other case filters as well at the user level.

t would be valuable for AI bots to write or append structured information directly to Google Sheets. For example, after collecting information during a conversation, a bot could add a new row to a selected worksheet for a team to review and follow up on. The ideal experience would include a simple Google Sheets action where users can choose the spreadsheet and worksheet, then map workflow variables to the relevant columns. This would make it easier to connect AI bot workflows to everyday operational processes without requiring additional custom integrations.