
A quick introduction to this course, and what we'll be covering.
Learn to use the Udemy platform!
"Virtual agent" can describe any automated system that helps someone. Here, we'll dig into what virtual agents can do, how they operate and some current examples of ones you may have used.
Virtual agents work in the "Tier 0" of support - that is support that doesn't require a human agent. This helps ensure only tickets that need a human to solve end up in the queue. Here, we'll explore what Tier 0 is, and why it's so important.
Atlassian is constantly adjusting it's terminology - learn more here.
A quick introduction into what a JSM virtual agent is and what we can expect it to do.
Intents are a customers goal - what they want to do. Creating good intents, and ensuring they're backed up by good training phrases, is crucial to having a well-working agent.
Virtual agents use flows to guide their conversation. Flows tell the agent to send a specific message, solicit information, or take some action.
Every virtual agent and evert intent shares these standard flows. These include things like a greeting, intent-matching and escalation. While we can't edit most of them, we can tailor them to our needs.
We'll take a look at other settings and features available to JSM virtual agents, including things like:
Atlassian Intelligence answers - let your agent get answers from Confluence
Changing the default request type - The agent must have a default request type, but you can change it
Connecting other channels - Let customers interact with your agent via slack, teams and more
Having a virtual agent is a great first step, but monitoring it for success is even better. Here we'll dig into what metrics are available in Jira Service Management virtual agents.
I'll quickly go over what we'll be doing in this hands-on section.
Be sure to read the next lecture (Our Scenario) to get important information if you're following along!
Note to follow along in your instance you must :
1. Be on Jira Premium or Enterprise
2. Be a project admin
We'll use this scenario to guide our virtual agent in this hands-on section. Feel free to modify, or even use your own as you follow along!
We'll get hands-on in Jira Premium and create a virtual agent.
We'll examine the standard flows and see how we can tailor them to better meet our teams needs.
Remember to refer to our scenario at the start of this section!
We'll take the agent we've created and think up some intents and training phrases we might want to use. Remember to refer to our scenario at the start of this section!
Here we'll become a customer and interact with the agent to see what it looks like.
We'll wrap up this section by looking at the metrics created by our agent. We'll also brainstorm what changes we could make to the agent to make it more effective.
Unlock the full potential of Jira Service Management virtual agents with this comprehensive course designed for professionals who want to master virtual agent functionality and automation. Whether you're new to virtual agents or looking to refine your skills, this course offers a step-by-step approach to understanding and building virtual agent capabilities that transform customer support.
We begin by exploring foundational concepts, such as tier 0 support and its importance in creating efficient, scalable customer service systems. You’ll gain a system-agnostic understanding of how virtual agents function, providing you with the knowledge to work confidently across various platforms. From there, we shift focus to Jira-specific tools and techniques that bring virtual agents to life.
Learn how to design effective flows, build intents, and create precise training phrases that allow virtual agents to handle customer inquiries with ease. We’ll guide you through real-world examples, troubleshooting tips, and best practices to help you optimize your virtual agents for seamless performance. Along the way, you’ll discover strategies for continuous improvement to ensure your virtual agents evolve with your customers' needs.
By the end of this course, you’ll have the skills to set up, manage, and enhance virtual agents in Jira Service Management, positioning yourself as a key contributor to your team’s ITSM strategy. Whether you’re an IT professional, team leader, or aspiring automation expert, this course will equip you with the tools and confidence to succeed. Enroll now and take your customer service automation to the next level!