Skip to main content

Introduction

We are delighted you've chosen Rezolve.ai as your AI-first ITSM solution. Your decision marks the beginning of a transformation in how your organization handles IT service management—one that prioritizes efficiency, intelligence, and exceptional user experience.

Rezolve.ai combines cutting-edge artificial intelligence with powerful service management capabilities to streamline IT operations, reduce resolution times, and elevate the support experience for both your technical teams and end-users.

This guide will walk you through everything you need to know to get started with Rezolve.ai and begin realizing the full potential of an AI-driven ITSM platform. Whether you're setting up for the first time or expanding your implementation, we're here to ensure your success every step of the way. Rezolve platform has multiple modules. This is a quick setup guide to help you get started with the platform. Since it has multiple modules you can get started with any of the modules. To make it easier the guide will cover the most common use cases.

Use cases​

Common Steps across all use cases​

  1. Register
  2. Manage users and audiences

Common steps for all Bot related use cases​

Common for all knowledge use cases​

1. Bot for Answering from Knowledge​

Steps:

  1. Common steps
  2. Common bot steps
  3. Subscribe to Knowledge
  4. Common knowledge steps
  5. Test the bot
  6. Check Gaps
  7. Check Bot Metrics
  8. Iterate from step 4

2. Bot for Answering and Helpdesk​

Steps:

  1. Common steps
  2. Common bot steps
  3. Subscribe to Knowledge and Helpdesk
  4. Common knowledge steps
  5. Setup Teams and Queues
  6. Enable and configure desired Ticket types
  7. Test the bot
  8. Check Gaps
  9. Check Bot Metrics

3. Bot and Live Chat​

Steps:

  1. Common steps
  2. Common bot steps
  3. Subscribe to Live Chat
  4. Setup Teams and Queues
  5. Setup Live Chat
  6. Test Live Chat
  7. Check Live Chat Metrics

4. Helpdesk​

Steps:

  1. Common steps
  2. Common knowledge steps
  3. Subscribe to Helpdesk
  4. Setup Teams and Queues
  5. Enable and configure desired Ticket types
  6. Try the Service Portal
  7. Check Agent Metrics

5. Insights​

Steps:

  1. Common steps
  2. Common bot steps
  3. Subscribe to Insights
  4. Integrate with Ticketing System
  5. Try Insights

Steps:

  1. Common steps
  2. Common knowledge steps
  3. Subscribe to Search
  4. Check Search

There are other advanced use cases that are not covered in this gettign started guide like IT automation, Desktop Automation, Creator Studio etc.

For these refer to respective detailed user guides.