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AI Assistance in Helpdesk Configuration

Updated at: 2 min read

AI Button on the Desk Page

On the desk details page (e.g., /helpdesk/desks/9), an button is available in the toolbar next to the “Back” and “Testing” buttons.

After clicking, a modal opens with a ready-made prompt that can be copied and pasted into an AI agent (Claude Code, Copilot CLI, OpenCode, etc.).

What Can Be Done Through AI

An AI agent, after receiving the prompt, can automatically configure a helpdesk desk:

  • Categories — adding, editing, and deleting ticket categories (e.g., “Technical Questions,” “Complaints,” “Invoices”)
  • Descriptions — changing desk and category descriptions
  • Colors — setting desk and category colors
  • Ticket numbering — configuring the numbering pattern (e.g., 2026/001)
  • Email templates — editing subjects and content of emails sent when creating a ticket or adding a comment
  • Help content — adding help content displayed in the widget for customers
  • AI instructions — adding AI instructions to categories (internal, not visible to the customer)
  • Category priority — changing the display order of categories
  • Email settings — enabling/disabling automatic email sending

How It Works

  1. Go to the desk page (e.g., /helpdesk/desks/9)
  2. Click the AI button in the toolbar
  3. A prompt with an API token and a link to documentation will appear in the modal
  4. Copy the prompt to the AI agent
  5. Prepend what you want to do (e.g., “Add 3 categories: Invoices, Complaints, Technical Support”)
  6. The agent will automatically make changes via the API

Security

The prompt contains a temporary API token assigned to the current user. The token gives the agent access only to operations that the user could perform themselves.

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