---

title: "ServiceAI Platform User Guide" product_name: "ServiceAI Platform" version: "1.0.0" last_updated: "2024-03-15" author: "ServiceAI Documentation Team" department: "Product Documentation" status: "Published"

ServiceAI Platform User Guide

Document Information

Table of Contents

1. Introduction
2. Getting Started
3. Installation
4. Basic Usage
5. Advanced Features
6. Troubleshooting
7. FAQ
8. Support
9. Appendices

Introduction

About ServiceAI Platform

ServiceAI Platform is an AI-powered customer service solution that helps businesses automate and enhance their customer support operations. This guide provides comprehensive information about using the platform effectively.

Key Features

• AI-powered chatbot
• Multi-channel support
• Analytics dashboard
• Integration capabilities
• Customization options
• Security features

Target Audience

This guide is intended for:

• Customer service managers
• Support agents
• System administrators
• Integration developers

Getting Started

System Requirements

Hardware Requirements

• CPU: 2.0 GHz dual-core processor or better
• RAM: 8 GB minimum, 16 GB recommended
• Storage: 256 GB SSD
• Internet: Broadband connection (10 Mbps+)

Software Requirements

• Operating System: Windows 10+, macOS 10.15+, or Linux
• Browser: Chrome 80+, Firefox 75+, Safari 13+
• Additional Software: None required

Account Setup

1. Visit signup.serviceai.com
2. Click "Create Account"
3. Fill in required information:
   • Business email
   • Company name
   • Number of agents
4. Verify email address
5. Complete onboarding process

Installation

Cloud Installation

1. Log in to your account
2. Navigate to Settings > Installation
3. Click "Generate Installation Key"
4. Follow the setup wizard

On-Premise Installation

1. Download the installer package
2. Run the installation script:

   ./install.sh --key YOUR_INSTALLATION_KEY

3. Configure network settings
4. Complete security setup

Basic Usage

Dashboard Overview

Main Sections

1. Conversations
   • Active chats
   • Pending requests
   • Resolved tickets
2. Analytics
   • Performance metrics
   • Customer satisfaction
   • Response times
3. Settings
   • Account management
   • Team settings
   • Integrations

Managing Conversations

Starting a Conversation

1. Click "New Conversation"
2. Select channel type
3. Enter customer details
4. Begin interaction

Handling Requests

1. Review incoming request
2. Assign priority level
3. Process or escalate
4. Add notes and tags

Closing Tickets

1. Verify resolution
2. Add closing notes
3. Request feedback
4. Archive conversation

Advanced Features

AI Configuration

Training the AI

1. Access AI settings
2. Upload training data
3. Configure responses
4. Test and validate

Custom Workflows

1. Create workflow
2. Define triggers
3. Set actions
4. Test automation

Integration Setup

API Integration

1. Generate API keys
2. Configure endpoints
3. Test connection
4. Monitor usage

Third-party Tools

1. Select integration
2. Authorize access
3. Configure settings
4. Verify functionality

Troubleshooting

Common Issues

Connection Problems

1. Check internet connection
2. Verify firewall settings
3. Test API endpoints
4. Review error logs

Performance Issues

1. Monitor system resources
2. Check database performance
3. Review active processes
4. Optimize settings

Error Messages

FAQ

General Questions

Q: How do I reset my password?

A: Click "Forgot Password" on the login page and follow the instructions sent to your email.

Q: Can I customize the chatbot?

A: Yes, you can customize the chatbot's appearance, responses, and behavior through the Settings menu.

Q: What languages are supported?

A: ServiceAI supports 20+ languages including English, Spanish, French, German, and Japanese.

Technical Questions

Q: How secure is the platform?

A: ServiceAI uses industry-standard encryption and security measures, including:

• End-to-end encryption
• Two-factor authentication
• Regular security audits
• GDPR compliance

Q: Can I export my data?

A: Yes, you can export data in various formats (CSV, JSON, XML) from the Analytics section.

Support

Contact Information

Technical Support

• Email: support@serviceai.com
• Phone: 1-800-SERVICE-AI
• Hours: 24/7

Sales Inquiries

• Email: sales@serviceai.com
• Phone: 1-800-SERVICE-AI
• Hours: Mon-Fri, 9 AM - 5 PM EST

Additional Resources

1. Documentation
   • API Reference
   • Integration Guides
   • Best Practices
2. Training Materials
   • Video Tutorials
   • Webinars
   • Knowledge Base

Appendices

A. Keyboard Shortcuts

B. Glossary

• AI: Artificial Intelligence
• API: Application Programming Interface
• SLA: Service Level Agreement
• UI: User Interface

C. Release Notes

Version 1.0.0

• Initial release
• Core functionality
• Basic integrations
• Standard reports

Version 0.9.0

• Beta release
• Limited features
• Testing phase

Document Control

Version History

Related Documents

1. Installation Guide
2. API Documentation
3. Security Guidelines
4. Compliance Documentation

---

Last Updated: March 15, 2024 Version: 1.0.0