Texa AI

Quality checks

Run checks on every conversation, by words or in plain English, get alerts when something needs attention, and review Texa AI's conversations.

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Texa AI → Quality checks every conversation, Texa AI’s and your team’s, on every channel. When a check finds something, the people you choose hear about it within minutes, with a link to the conversation.

Monitors

Choose New monitor, start from an example or write your own, and set:

  • Name and Severity.
  • How: by words, or in plain English.
    • Words: whole words, any case. End a word with * for any ending: refund* finds “refunds” and “refunded”.
    • What to look for, in plain English: say it the way you would tell a supervisor, such as “The customer says they will report us to the regulator”. Write one sentence. It’s what the alert says, and what the judge reads.
  • Who it watches: Anyone in the conversation, The customer, Texa AI or An agent.
  • Scoring (optional): points for each thing it finds, so findings are ranked.
  • Alerts: who hears about it, and how: email, SMS, Slack, WhatsApp or a webhook. Choose Send a test alert to check it. At most one alert an hour is sent per conversation. Later findings are still listed.

Examples: “Regulator threat” (CBN, regulator*, report you), or “Customer says they are leaving”.

Findings

Findings lists what the monitors found, with the words that were said. Open a conversation to read it in full, Mark as seen, or Draft a procedure from it when the finding shows something Texa AI should handle better.

Reviews

Reviews lists closed Texa AI conversations for your team to score. Read each one the way the customer did, then say for each line whether Texa AI got it right. Texa’s judge scores the same conversations. Your reviews are how it learns to agree with you, and its scores stay hidden until it does.

More in Texa AI

  • How Texa AI works What Texa AI does for your customers, where its answers come from, what it will never do, and how you stay in control.
  • The go-live checklist The steps the Overview checks before Texa AI answers customers on its own, and what to do for each one.
  • Texa AI's name, tone and languages Give Texa AI a name, a tone, a greeting and an email sign-off, choose its languages and voice, and set how long conversations are kept.
  • Choose how Texa AI works in each inbox Turn Texa AI off, on in shadow mode or live for each inbox, go live in steps, add testers, and set its procedures, languages and hours.
  • Hand-over routes Decide which team gets a conversation when Texa AI hands it over, with what priority, labels and ticket, and what happens if nobody answers in time.
  • Knowledge: teach Texa AI your answers Give Texa AI your FAQs, prices, fees and policies by typing them, uploading files, reading your website or using your help centre, then approve them.
  • The knowledge pack Tell Texa AI how your business works, what it is not, what it may and may never promise, and when it must hand to a person.
  • Knowledge gaps and suggestions See what Texa AI couldn't answer, write the missing answers, and approve improvements drafted from how your team answered.
  • Procedures Tell Texa AI how to handle each kind of request, in your own words or from conversations your team handled well, then check, approve and improve it.
  • Simulations Let AI-played customers talk to Texa AI in the sandbox, against your procedures and test answers, before a real customer does.
  • Experiments Try a changed procedure set on part of your live conversations, against the one you run now, and keep whichever does better.
  • Actions: connect your systems Let Texa AI look things up and make changes in your own systems, with ready-made connectors or your own API, under rules you set.
  • Texa Relay for systems behind your firewall Let Texa AI look up records in your core banking or database without opening your network, through a relay that runs inside it.
  • Safety Stop Texa AI at once with the kill switch, download or delete a customer's data, see where your data lives, and read every change made to Texa AI.
  • Texa AI inside your current helpdesk Keep Zendesk, Freshdesk, Intercom, HubSpot, Salesforce or Zoho, and add Texa AI to it as an agent of its own.