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Milly

Task Creation

How to enable the automatic Task Creation by your AI Chatbot

Bernadett Schin image Written by Bernadett Schin
Back to articles Bernadett Schin image Written by Bernadett Schin

Summary


In this article, you can find all the information about how to activate automatic ticket creation for cases where a conversation is transferred to an agent.


Setup Milly Section


To locate the Setup Milly section, please click on the AI Chatbot option in your Help Desk menu.



After clicking on the AI Chatbot option, the first section that comes up is Setup Milly.




Enable the Task Creation option


To activate this feature and create tickets automatically every time a conversation is transferred to an agent, switch on the toggle.



Once you have enabled the the automatic Task Creation, you will have the option to choose which board and column the task should be added.



If you wish to disable this feature, simply switch off the toggle, and the automatic task creation option will be turned off.


Here you may find more information about how to set up your AI chatbot:

Custom Chatbot Instructions

Milly Transfer Settings

Milly Language Settings

Tone Settings

Reply with AI feature

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