It doesn't know your rules
A general chatbot answers from what it learned on the internet, not from your refund policy or your setup steps.
The AI Copilot is Flaxxa Desk's assistant for agents. On any ticket it drafts a reply from the conversation, the SOPs that match it and your knowledge base, in the tone you set, and it can summarise a long thread in a few lines. The agent decides what is sent.
Order #18429 — refund request
Jane Mehta · [email protected] · 2m ago
AI suggestion
Hi Jane, your refund for order #18429 was processed on March 12 and should arrive in 3–5 business days. You'll see "RFND-18429" on your statement. Let me know if you don't see it by Friday.
01 / 04
A general chatbot answers from what it learned on the internet, not from your refund policy or your setup steps.
A confident reply that promises the wrong thing creates a second ticket and an unhappy customer.
If every draft needs rewriting, it's quicker to type. AI only helps when it starts from your own content.
02 / 04
Write SOPs with trigger keywords, publish knowledge base articles and upload documents as knowledge sources. Desk indexes them for search.
On a ticket, the agent clicks for a suggestion. The Copilot reads the recent messages and finds the SOPs that match and the closest knowledge passages.
It writes a reply using that context and your AI voice profile, and puts it in the agent's reply box.
The agent edits, sends or discards the draft. Desk records which, so you can see how often drafts are used as they are.
03 / 04
Help for agents, built on your own content.
A suggested reply built from the thread, matching SOPs and the closest knowledge passages.
The key issue, what has been done, the current status and anything unresolved, in under 200 words.
Procedures with trigger keywords; the ones that match a ticket are given to the Copilot first.
PDF, Word, Markdown and text uploads, indexed alongside your published articles.
Tone and signature for the workspace, with per-department overrides.
Used, edited or discarded, recorded per draft and per department.
Shows whether the workspace has the SOPs and articles the Copilot needs to be useful.
Each draft and summary uses Flaxxa AI credits; nothing is charged when agents don't use it.
04 / 04
Less typing, same judgement.
Agents edit a draft built from your procedures instead of starting from a blank box.
A summary tells the next agent what happened without reading the whole thread.
Writing an SOP or article improves the drafts too, so the knowledge base gets kept up.
Keep exploring
Knowledge base software for support: publish help articles in categories, collect helpful votes, and let the AI Copilot draft from the same articles.
Save replies to common questions as canned responses, personal or shared, and run scenarios: one-click macros that set status, priority, assignee and tags.
A ticket management system with statuses, priorities, custom fields, shared views, notes, merge, bulk actions, time tracking and live collision detection.

It drafts a reply to the ticket you're on and summarises long threads. The draft is built from the recent messages, the SOPs whose trigger keywords match the ticket and the closest passages from your knowledge base and uploaded documents.
Spin up a workspace and put AI Copilot through its paces.
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