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Suggested saved replies and customer summary (Cliedesk Pro)

This guide covers a feature of Cliedesk Pro. The free plugin is a complete help desk; see what Pro adds.

With Cliedesk Pro and an AI provider, the reply box suggests saved replies, and the customer panel shows a short AI summary of the customer.

Suggested saved replies

Under the reply box you see up to 3 saved replies that fit the customer’s latest message. Each one shows how sure Cliedesk is (for example 91%). The best one is marked when it is clearly the best. The suggestions change when the customer writes again.

  • Insert puts the saved reply into the reply box as it is.
  • Adapt asks AI to fit the saved reply to this conversation: it answers the customer’s question, matches the tone and writes in the customer’s language. Sentences the author locked stay word for word.
  • Nothing is sent by itself. Read the text, change it if you like, then send.
  • A saved reply with actions (status, tags …) is inserted with the saved reply picker (type \), so its actions run.
  • Turn off suggestions hides them for you only.

Customer summary

In the customer panel of a conversation, About this customer (AI) shows up to 3 lines: who the customer is, their value, open issues, mood and the last outcome. Cliedesk writes it again after each conversation closes. You also see it on the customer profile as AI summary. It is hidden when AI is off.