Optimize the full potential of Atera's AI Copilot!

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Your AI Copilot is only as strong as its setup! By optimizing your Copilot, you can enhance efficiency, streamline troubleshooting, and provide end users with accurate, personalized support. Let's explore the key areas to focus on for maximum impact.

1. Strengthen the AI Copilot Knowledge Base

Your Knowledge Base (KBA) is the foundation of your AI Copilot's intelligence. By regularly updating KB articles, AI Copilot can deliver precise, relevant solutions to both technicians and end users.

• View and manage existing articles within the Copilot Knowledge section.
• Generate articles directly from tickets to build a strong self-service resource.
• Create new articles on the fly to keep information fresh and relevant.

💡 Pro tip: The more comprehensive your KBAs, the smarter your Copilot becomes!

2. Optimize contact actions

Ensure seamless ticket resolution by assigning agents and phone numbers to your contacts.

• Assigning an agent directly to a contact enables immediate troubleshooting and essential device-related tasks—whether or not AI Copilot is involved.
• Easily view available workstations (agents) and identify contacts without an assigned agent or phone number.
• Update contacts to manage assignments and ensure smooth communication.

🚀 Benefit: Reduced response times and improved customer experience!

3. Sync with Azure AD & Microsoft 365

Keep your contact database up to date by syncing with Azure AD and Microsoft 365.

• Automatically import customer contacts securely and efficiently.
• Ensure Copilot leverages the latest contact details for accurate, personalized support.
• Sync contacts to start the process and maintain a continuously updated contact list.

🔄 Advantage: Always have the right information at your fingertips, minimizing errors and delays!

4. Connect domains for password management

Automate and simplify user management by enabling password resets through AI Copilot.

• Connect all your domains to allow password resets for local users, domain-managed users, and Azure AD users.
• Enter admin credentials (without the domain prefix) to establish the connection.
• New passwords are sent directly to end users via SMS, enhancing security and ease of access.

🔐 Security boost: Improve operational efficiency while maintaining strict security protocols!

By taking these optimization steps, you're ensuring that Atera's AI Copilot works at its best—reducing manual tasks, improving ticket resolution speed, and delivering top-tier support.

Head over to AI Readiness in the left sidebar in your Atera platform and start optimizing today! 🚀