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Jira Service Management 中的人工智能

员工入职插图

概述

本指南适用于任何刚开始使用 Jira Service Management 中的人工智能 (AI) 功能的人员。可以将其用作一种资源,在 Jira Service Management 平台上发掘智能体验,从而帮助您提高工作效率并为员工和客户提供卓越的服务。


AI-powered support

Whether your goal is to enhance automated support, streamline onboarding, or provide knowledge at your customers' fingertips, Jira Service Management’s AI-powered support workflows are designed to ensure employees receive the assistance they need while simultaneously increasing the productivity of front-line agents.

In this section, we'll walk through how you can use AI in Jira Service Management to:

  • Deliver great self-service support experiences
  • Accelerate agent & admin productivity

虚拟服务支持人员

Jira Service Management 中的虚拟服务支持人员可直接在 Slack 内自动进行支持互动,从而腾出支持人员的时间并帮助团队大规模提供卓越的支持。

配置 Jira Service Management 虚拟服务支持人员有两种主要方法,具体取决于您要自动执行的请求的类型和复杂程度:意图流Atlassian Intelligence 回答(人工智能回答)。您可以使用其中一种或两种方法,帮助转移请求单并快速为客户提供支持。


Virtual service agent

The virtual service agent streamlines support interactions across various customer channels, including the Jira Service Management help center, Slack, Microsoft Teams, email, and embeddable widget. This ensures that help-seekers can receive the assistance they need quickly, regardless of their preferred platform.

There are two primary ways to configure the Jira Service Management virtual service agent, depending on the type and complexity of requests you’re looking to automate: intent flows and AI answers. You can use one or both of these to help deflect tickets and deliver fast support to your customers.

虚拟服务支持人员意图流

虚拟服务支持人员的意图代表了虚拟服务支持人员可以帮助客户解决的具体问题、疑问或请求。每个意图都包括一组训练短语,以帮助虚拟服务支持人员识别求助者的请求,还包括一个对话流,以根据求助者对虚拟服务支持人员的回复,帮助指导求助者解决问题。意图非常适合以下问题:

  • 需要引导式工作/故障排除
  • 需要信息集合并进行分类
  • 需要通过 Web 请求自动执行操作

示例:软件访问请求、报告事件、新硬件、采购请求、入职培训工作流

使用现成可用的模板和低代码/无代码编辑器可以轻松配置意图。虚拟服务支持人员还使用生成式人工智能,根据团队的历史请求单数据建议相关意图,并实际填充一些基本设置,如描述和训练短语。

人力资源服务管理项目模板的屏幕截图

虚拟服务支持人员中的人工智能回答

人工智能回答使用 Atlassian Intelligence 中的生成式人工智能在关联的知识库空间中进行搜索,并回答客户的问题。由于只需很少的设置,因此若要快速开始使用虚拟服务支持人员,此功能就非常合适,尤其是在转移以下帮助请求方面:

  • 可以通过提供信息或说明来解决
  • 包含在(或可以轻松添加到)您现有的知识库文章中
  • 通常不需要上报给人工支持人员

基本的 IT 指令,例如 BYOD 设置、VPN 重置和连接到办公室 WiFi

分享公司政策,例如福利、开支、假期等。

设置 AI 回答

要设置人工智能回答,您首先需要配置虚拟服务支持人员承接通道。您可以在我们的虚拟服务支持人员产品指南中了解有关如何执行此操作的更多信息。

连接您的自助服务知识库

您的承接通道准备就绪后,您需要确保您的知识库已通过 Confluence 或 Jira Service Management 的原生知识库链接到您的项目。您可以直接从 Jira Service Management 构建知识库,也可以整合 Confluence 中已有的现有常见问题解答和文档。

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专业提示:再次检查您的知识库权限设置

谁可以查看下面,需要将链接的知识库空间设置为所有登录用户

激活人工智能回答

知识库准备就绪后,就该在虚拟服务支持人员设置中激活人工智能回答了:

在左侧导航栏中,选择项目设置,然后选择虚拟服务支持人员。选择设置,然后选择基本设置(如果尚未选择)。打开 Atlassian Intelligence 回答旁边的开关,然后选择激活

如果您在 Slack 中使用虚拟服务支持人员,则可以为特定的 Slack 请求通道激活人工智能回答。导航到设置中的请求通道。打开要为其激活人工智能回答的请求通道旁边的人工智能回答下面的开关,然后选择激活

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专业提示:在构建供虚拟服务支持人员使用的知识库文章时,请注意,人工智能回答目前无法从图像中提取信息,而如果副本不属于 Confluence 中表格的一部分,通常提取信息的效果最佳。


事务编辑器中的生成式 AI

Atlassian Intelligence 还将帮助支持人员编写和改进给客户的回复,确保利益相关者之间进行清晰、周到的沟通。事务编辑器中的生成式 AI 可以帮助支持人员编写更好的回复、将语气调整为更专业或更善解人意的语气,总结一篇冗长的知识库文章以提供简洁的说明等。


生成式 AI 为撰写知识库文章助力

除了为事务编辑提供生成式 AI 功能之外,Atlassian Intelligence 还允许支持人员直接基于 Jira Service Management 事务创作知识库文章。只需完成几个简单的步骤,即可轻松地就新文章内容开展头脑风暴、确保您的拼写和语法正确无误,以及让您的文章保持专业、善解人意的口吻。

服务水平协议 (SLA) 设置的屏幕截图

如何使用生成式 AI 创作知识库文章

在 Jira Service Management 事务视图中:

  1. 从项目侧边栏的导航中,选择知识库
  2. 选择创建文章
  3. 选择要在其中创作文章的知识库空间,然后选择下一步
  4. 通过工具栏或在编辑器中输入 /ai 来启动 Atlassian Intelligence。
  5. 写出所需提示。
  6. Atlassian Intelligence 将提供一份草稿,您可以此为起点进行创作。

请求类型建议

根据您对团队管理的工作类型的描述,请求类型建议功能可智能地提出请求类型建议,从而帮助消除创建服务台时的主观臆测。Atlassian Intelligence 可以针对各种用例(从 IT 和人力资源到狗狗美容和餐饮)提供请求类型建议,然后您只需点击几下即可将其添加到自己的服务台。

使用 Atlassian Intelligence 创建请求类型后,您可以添加其他表单和字段,以收集客户的所有相关详情,并在必要时调整工作流。

How to view suggested AI drafts:

如何使用请求类型建议:

  1. 导航到项目设置 > 请求类型
  2. 选择建议
  3. 描述您的团队管理的工作类型。
  4. 从 AI 建议列表中选择请求类型,然后选择创建
  5. 确定请求类型的名称、描述、图标和事务类型。
  6. 选择下一步,并将请求类型添加到门户群组。
  7. 选择“创建”。


Accelerate agent & admin productivity

Enhance agent productivity by equipping your team with the AI tools they need to deliver great service, fast. Use Rovo agents and embedded AI features in Jira Service Management to prioritize, respond to, and resolve requests.

Ticket triage and prioritization

Jira Service Management offers several AI powered capabilities to help you organize your queue and prioritize the tickets that matter:

1. AI triage

Quickly clean up queues by taking bulk action to intelligently assign work items to the correct request type. By using AI to streamline the triage process, support teams can significantly reduce the time spent on manual sorting, enabling them to resolve high-priority issues more efficiently.

AI triage analyzes tickets in your queue and makes recommendations for appropriate request types and associated fields. This feature can be particularly useful when you receive requests by email and end up with a lot of work items with the “Emailed request” request type.

To use AI to triage work items:

  1. Select work items in your queue.
  2. Select Triage.
  3. Review the suggestions and update request types if necessary.
  4. Select the work items you want to update.
  5. Select Apply.

If the suggestions don't match what you need, you can always manually select a request type from the list and continue the bulk update with your own selected request types.

2. Customer sentiment analysis

Get to know your customers better with AI sentiment analysis, which analyzes and interprets the emotional tone of customer comments to help you understand how customers are feeling. Using ticket context like the title, description, and comments, AI assesses the customer sentiment – whether it's positive, neutral, or negative – and displays it directly on the work item view, updating in real-time as new comments come in. By spotting frustrations early, you can provide top-notch service, keeping customer happiness as a top priority.

3. Rovo Agent: Service Triage Assistant

If you want to really supercharge your triaging process, try the Service Triage Assistant, one of our out-of-the-box Rovo Agents. It helps you triage incoming requests by analyzing their content, sentiment, and other details to determine the request type, urgency, and priority. The agent is designed to be used within an automation rule so it can instantly rewrite ticket titles and descriptions, update the priority, or assign request types as work items appear in your queue. It can also determine whether a request should be escalated based on SLAs, customer interactions, urgency, etc.

There are a two different ways you can engage with Service Triage Assistant.

  1. Ask questions in the Rovo Chat window: Open the Rovo Chat window in the top right corner of your screen, browse Rovo agents using the Agents menu option on the left side, and select Service Triage. From there you can chat with Service Triage Assistant with prompts like “Suggest a priority” or “Suggest a request type.”

  2. Set up an automation rule: Navigate to the automation rule builder and use our pre-built templates to have Service Triage Assistant take automated actions like suggesting priority, suggesting request type, or summarizing the work item.

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Pro tip: Try automation mode

When engaging with Service Triage Assistant through the Rovo chat window, try adding “automation mode” at the beginning of your prompt – this allows you to use the agent’s response directly within the automation rule.


Responding to and resolving tickets

Once you’ve sorted your queue and know which tickets to tackle first, use AI to pull critical context into your workflows, helping you respond promptly and take the right steps to get to resolution.

Get up to speed with AI summaries

Rather than reading through numerous comments on a Jira Service Management work item, AI can quickly summarize ticket activity so you can get up to speed, easily loop in new stakeholders or transition tickets to a new agent, and take action.

To use AI summaries:

  1. From your Jira Service Management project, navigate to your desired work item.
  2. Scroll down to the Activity section.
  3. Select Comments, and then Summarize.

    1. The AI-generated summary will only be visible to you, and will disappear when you navigate away from the ticket. You can summarize an issue’s details as many times as you like.

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Pro Tip: The AI summaries feature works great alongside the virtual service agent. For complex intent flows where the virtual service agent asks multiple questions to gather information from the help seeker before opening a ticket, AI summaries can help the assigned agent quickly digest any issue context the virtual service agent has captured.


Use AI to craft the perfect help-seeker response

AI can help agents quickly draft and edit their response to help-seekers, ensuring clear and thoughtful communication. There are a couple different ways to do this:

1. Draft Replies

This feature uses AI to draft a recommend response to your customers. It allows agents to respond to tickets smartly and efficiently with the appropriate troubleshooting tips or follow-up questions based on comments added by agents while resolving similar requests.

screenshot of The help center displaying featured portals

To use AI to draft a reply:

  1. Open a work item.
  2. Select Add internal note or Reply to customer.
  3. Click the Draft a Reply button, select Draft reply from the AI dropdown menu, or simply use /draftreply.
  4. AI will generate a reply based on responses added by agents while resolving similar work items in the past. You can then insert the comment or refine it.

2. AI editing

Use the AI slash command or the drop down AI menu in the editor to fine tune your customer response, including shortening it, adjusting the tone, and more.

Use cases for generative AI:

screenshot of A form for new employee information
Lightbulb

Brainstorm

Not sure how to start a customer response? With the brainstorm feature, Atlassian’s Rovo AI analyzes user inputs and generates suggestions for customer responses to inspire and speed up issue resolution.

Memo

Make shorter

With the make shorter feature, AI allows you to generate concise summaries of longer responses to customers. This can be useful when you need customers to quickly understand the key points or main ideas.

Memo

Summarize

The summarize feature helps agents condense lengthy content into a concise summary, making it easier to understand and digest. AI analyzes the input text and identifies the most relevant and important points. It takes into account factors such as the frequency of certain words or phrases, their context within the text, and any associated sentiment or importance.

Writing on tablet

Improve writing 

The improve writing feature helps agents enhance their writing skills by providing suggestions, including grammar corrections, word choice recommendations, formatting, and more. Alongside the suggested improvements, AI offers explanations and reasoning behind each suggestion as well.

Writing on tablet

Fix spelling & grammar 

The fix spelling and grammar feature in Atlassian’s Rovo AI helps you identify and correct spelling and grammar mistakes in your customer responses. These suggestions are based on common grammatical rules and contextual analysis of the surrounding text. You have the option to accept a suggestion by clicking on it, or you can manually make changes as needed.

Writing on tablet

Change tone

The change tone feature in allows you to modify the tone of your customer response, enabling agents to adjust the style or mood of the text according to their needs. Available tones include casual, educational, empathetic, neutral, and professional to meet the needs of a variety of customer situations.


Surface critical context and next steps for resolution

AI suggestions

The suggestions panel, located on the right side of any work item view, uses AI to efficiently summarize requests and recommend assignees, pertinent requester details, escalation paths, troubleshooting steps, and more. It also enables you to directly take action from the panel, like updating the priority level.

Similar Requests

Make finding similar requests a breeze by using AI similar requests to find and identify recent requests with similar titles to the one you’re currently viewing in a service project. This feature uses Natural Language Processing (NLP) to provide a list of recent requests with similar titles to the one you’re currently viewing. This AI-automated process of finding related requests reduces the manual effort required to search for similar issues.

How to use AI Similar Requests:

  1. First make sure you, Enable similar requests panel, start from your service project, select Project settings, then Features.
  2. Under the Issue view, turn on the Similar requests panel toggle.
  3. Next, to view similar service requests, problems, changes, and post-incident reviews. Go to the issue you want to find related requests for.
  4. Select Similar requests or Similar incidents.
  5. Select Open or Resolved to filter similar requests by status. 

3. Rovo agent: Service Request Helper

Another out-of-the-box Rovo Agent, Service Request Helper, provides your team with the insights needed to streamline request management and accelerate resolution times. Designed to use both Atlassian apps and connected third-party apps as knowledge sources, Service Request Helper can gather relevant information and offer guidance on how to resolve requests with speed and precision. Human agents can use Service Request Helper to identify SMEs, compose responses using insights from previous requests, summarize ticket activity, and even recommend next steps.

Like other Rovo Agents, Service Request Helper can be accessed through the Rovo Chat window in the top right corner of your navigation, near your profile icon or avatar. Navigate to any request in your queue, then open Rovo Chat, select Agents, and search for Service Request Helper.

From there you can chat with the Agent, asking it things like:

  • What steps should I take next?
  • Help me draft a reply to send to the customer.
  • Find people who worked on similar requests before.

Empowering admins to get started quickly

AI automations

Use AI to generate automation rules by simply describing the rule you want to create in natural language. This feature can be found in the automation rule builder in your project’s settings. Make sure whatever you input includes a trigger and an action.

Request type and field suggestions

Request type suggestions can help take the guesswork out of creating your service desk by intelligently suggesting request types based on how you describe the kind of work your team manages. AI can suggest request types across a range of use cases, from IT and HR to dog grooming and catering, and then add them to your service desk with just a few clicks.

How to use request type suggestions:

  1. Navigate to Project settings > Request types.
  2. Select Suggest.
  3. Describe the type of work your team manages.
  4. Select a request type from the list of AI suggestions and then select Create.
  5. Confirm the request type’s name, description, icon, and issue type.
  6. Select Next and add the request type to a portal group.
  7. Select Create.

Once a request type has been created using AI, it can suggest relevant existing and custom fields you can add.


AI for IT Operations (AIOps)

Ops Guide agent

The Ops Guide Agent effectively cuts through the clutter by intelligently grouping related alerts and highlighting the most critical ones. Powered by Rovo, the Ops Guide is designed to enhance your management of alerts and incidents, providing historical context and recommending actions to streamline your on-call responsibilities.

By leveraging both Atlassian applications and connected third-party (3P) apps as knowledge sources, it gathers relevant information to offer guidance that helps mitigate the impact of incidents. This approach aims to reduce the time required to detect, respond to, and recover from incidents. With the Ops Guide, you can:

  • Run queries for alerts and alert data
  • Gather context to resolve incidents more quickly
  • Create Post-Incident Reviews (PIR)

AI alert grouping

Accelerate incident detection with AI-powered alert grouping. Separating the signal from the noise is crucial for prioritizing the most significant issues but typically requires a manual effort from on-call teams. We leverage AI to identify patterns among incoming alerts from monitoring and observability solutions so responders can focus on the highest-priority alerts and proactively detect incidents. We also leverage AI to examine past responders or similar past alerts to bring additional context to the surface and suggest next best action.


AI incident creation

Move quickly from alert to incident by leveraging AI to extract information from an alert group and automatically populate an incident record. This includes linking relevant alerts, crafting a concise summary, setting the priority level, and additional information.


AI incident summary and timeline in Slack

Keep incident responders up-to-date with the latest developments directly in Slack. Teams can quickly onboard new responders, minimize time spent looking for details on incident progress, and summarize key actions or decisions made during the incident to accelerate response and help with post-incident reviews.

Teams can also create a comprehensive timeline of an incident by seamlessly integrating key chat messages from Slack channels and updates from Jira Service Management. This provides a chronological record of all critical actions and decisions made during an incident, helping teams trace actions and understand the flow of events towards resolution. Agents can modify which actions appear on the timeline, publish in the associated channel, or as internal comments on the incident record in Jira Service Management.


AI suggestions panel

Incident responders can significantly enhance their resolution speed with access to vital information, including potential root causes (coming soon), recommended responders, and options for actions such as escalation or severity updates. An AI-powered suggestions panel located on the right side of the issue view provides a summary of requests, details about the reporter, priority suggestions, and facilitates direct actions from the panel.


AI PIR Generation

Use AI to populate a post-incident review (PIR) with details from the incident record, alerts, and other sources to save IT Operations teams time after an outage is resolved. PIRs are a core part of the incident management process, helping incident responders and managers learn from recent incidents and pass along insights to prevent similar problems in the future. However, these can be time-consuming and tedious to compile and are often deprioritized, causing organizations to miss out on crucial learnings.

Leveraging AI to draft PIRs saves time finding, summarizing, and publishing key details to help teams grow and learn from every incident.


Similar requests and incidents

With the similar requests panel enabled, you can easily find issues in your service project that are similar to the issues you’re currently working on. The similar requests panel can surface similar requests, incidents, problems, changes, and even post-incident reviews, empowering agents to determine whether there are duplicate issues they can close, previous tickets that will help them resolve issues faster, or similar incidents that warrant a major incident escalation.

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The similar requests panel uses Natural Language Processing (NLP) to provide a list of recent requests that have similar titles or descriptions to the one you are currently viewing.

For similar incidents, the results are also AI-powered. To help improve results, you can give feedback by reacting 👍 or 👎 to a result.

screenshot of Knowledge articles displayed in the help center

To enable or disable the similar request panel:

  1. From your service project, go to Project settings.
  2. Select Features.
  3. Turn on/off the Similar requests panel toggle.

Jira Service Management 中的其他智能化体验

支持智能技术的帮助中心搜索

您的客户在帮助中心内获取信息、提出请求。在帮助中心内,他们可以查看自己有权访问的每个服务项目的门户、搜索请求表单和知识库文章,并查看他们在一段时间内提出的请求。

虚拟支持人员的意图

在搜索帮助中心时,Jira Service Management 会提供一个由强大智能技术支持的搜索栏,允许您利用数据驱动算法和机器学习技术,对整个项目组合进行高级搜索。

虚拟支持人员的意图

帮助中心搜索可识别用户最近的行为及其搜索上下文,从而专门分享与其相关性最高的选项,包括您的知识库和服务门户网站上的请求表单中提供的相关自助资源。最重要的是,随着时间的推移,智能技术会通过学习来为客户优化这些预测结果,从而提高他们的效率,让他们能更快地获得帮助。

要自定义帮助中心,请执行以下操作:

  1. 在您的服务项目中,转到项目设置
  2. 选择门户设置
  3. 选择自定义您的帮助中心部分中的链接。

相关知识文章

除帮助中心之外,智能技术还能直接在事务视图中推荐知识库文章,供支持人员与客户共享。相关的知识文章也基于事务上下文和用户行为,就像在帮助中心内一样。

虚拟支持人员的意图

与当前事务相关的知识文章将出现在事务视图的详细信息部分中,一键即可与客户共享。如果未看到相关文章,您还可以选择手动搜索文章,或直接基于事务创作新文章。

预测式支持人员分配和 @ 提及

最后,协作就是要在正确的时间找到合适的人员来完成项目或向前推进项目。借助 Jira Service Management 中的预测式用户选择器,通过了解您经常合作的人员以及您当前所从事的工作,Smarts 会推荐一份要纳入到事务中的人员列表。通过选择“经办人”字段快速为事务分配支持人员,或使用 @ 显示可能帮助解决事务的用户列表。

预测式分配
信息图标

通过从过去的行为中汲取经验,Smarts 可以预测五名最有可能的经办人,且准确率达到 86%。

入门

Enterprise Service Management

提示和技巧

表单设计