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Ask Sidekick

A chat panel inside the ticket. The agent asks any question - about the ticket, about company knowledge, about how past tickets like this were resolved - and Sidekick answers in context. It's the fallback for everything the other Agent Assist panels don't surface.

Ask Sidekick panel with a chat interface, an intro message from the bot, a follow-up question from the agent, and a multi-paragraph reply citing a knowledge article

What the agent sees

A standard chat interface. Sidekick introduces itself:

I can help you with this ticket, please feel free to ask questions.

The agent types a question. Sidekick replies in the same thread. The agent can ask follow-ups - Sidekick keeps the conversation in context, so "and what about the previous time?" resolves to the previous ticket Sidekick just referenced, not a generic search.

What it reads

  • The current ticket - every field, every note
  • The tenant's ingested knowledge
  • Past tickets (for "how was this resolved last time?" style questions)

What it doesn't do

  • It doesn't change the ticket. Sidekick is read-only - no notes, no assignments, no status changes.
  • It doesn't carry conversation between tickets. Switch to a different ticket and Sidekick starts fresh; come back to the first ticket and the original thread is still there.

How it differs from the other panels

If you want…Use
A free-form answer to anythingAsk Sidekick
A list of suggested next actionsNext Best Actions
A drafted replySmart Response
A guided fix, one step at a timeTroubleshoot
Past tickets like this oneSimilar Tickets

The other panels are proactive - they show you something. Sidekick is reactive - it waits for the question.

What persists

The chat history per ticket. Closing the sidebar, switching tickets, coming back - the same thread is still there, unchanged. The history isn't shared across agents or across tickets; each is its own context.