Service CRM · QuipAI in the Ticket

AI Insights

Scored skills and gaps behind the reply that went out

app.quipcom.ai
Illustrative UI

Illustrative QuipAI screen — A feed of AI-detected events with recommended actions

AI Insights SearchAR
AI insights · this week 6 new
Reply quality on refund tickets up 14% since the new policy doc was publishedOpen
Reschedule requests spiking on the 11:00 sailing — 3× normal; check capacityOpen
Priya resolved 9 tickets under SLA today; strongest on boarding issuesOpen
Suggested macro: "Refund timing" — would have covered 22 tickets this weekOpen
Two agents over capacity after 4pm; hand-overs queueing 6 minOpen
Knowledge base answered 71% of web questions without a ticketOpen
In detail

What AI Insights does

Part of QuipAI in the Ticket in QuipCRM — Service CRM. The intelligence layer, one column wide, on every ticket an agent opens.

01

Scores the skills and gaps visible in how a ticket was actually handled

02

Greets the signed-in agent by name inside the rail

03

Turns individual tickets into material for a coaching conversation

Where it fits

AI that has already read the ticket

AI Insights is 5 of 7 modules in this area. Each one works on the same record.

  1. 01Agent AssistantA drafting assistant that has already read the ticket
  2. 02Knowledge BaseThe answer the agent would have gone looking for
  3. 03Requester Chat AssistantDeflection at the point of asking, not after
  4. 04Activity LogWho did what to this ticket, in order
  5. 05 · You are hereAI InsightsScored skills and gaps behind the reply that went out
  6. 06Conversation TrendActivity, performance and engagement across the week
  7. 07Collapsible AI RailOne column when you want it, an icon rail when you do not

The Service CRM workflow, end to end

AI Insights supports this flow alongside the other Service CRM modules.

  1. 01

    Raise

    The requester picks a department, sees the matching knowledge base, and only files a ticket if the answer is not already there.

  2. 02

    Route

    Category and tags set the SLA tier; the assignment strategy picks the agent; the notification matrix tells everyone who needs to know.

  3. 03

    Resolve

    The agent works one screen — thread, record, actions and QuipAI — while the SLA clock runs against business hours.

  4. 04

    Learn

    Deflection, accuracy, CSAT and SLA compliance are measured per category, which is what tells you where to let the AI take more.

Related

More in QuipAI in the Ticket

app.quipcom.ai
Illustrative UI

Illustrative QuipAI screen — A ticket with the QuipAI rail drafting a reply

Agent Assistant SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
MI
Can you tell me when I'll get it?
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
QuipAI 91% confident
Drafted reply
Hi Meera — sorry for the wait. Your refund of ₹2,180 for HL-8750 was initiated on Monday and takes 5–7 working days to reach your bank, so it should land by Thursday. I've added a note to alert you the moment it clears.
Refund policy §3 Payment gateway log
SendEditAgent reviews before send

Agent Assistant

A drafting assistant that has already read the ticket

app.quipcom.ai
Illustrative UI

Illustrative QuipAI screen — Knowledge base sources being loaded, extracted, tested and published

Knowledge Studio SearchAR
Load Extract Test Publish
Sources (6) Add
Refund & cancellation policy.txt14 Q&A
Vehicle policy.docx9 Q&A
harbourline.example/faq31 Q&A
Timetable notes.txt12 Q&A
Boarding rules.docxextracting…
Agent SOP v4.docxqueued
Test the knowledge base Cited
Can I get a refund 2 hours before departure?
Cancellations up to 2 hours before departure are refunded at 80%. Inside 2 hours, no refund — but you can reschedule once for free.
Refund policy §2.1Confidence 93%

Knowledge Base

The answer the agent would have gone looking for

app.quipcom.ai
Illustrative UI

Illustrative QuipAI screen — A bot conversation handed to an agent below the confidence threshold

Bot-to-Human Hand-over SearchAR
WhatsApp · +91 •••• 4021
We're a group of 40 — can we book the 11:00 with a private deck?
Group bookings above 25 need a quick check with our team. I'm connecting you to a person now — they have this conversation.
Confidence 54% — below your 70% threshold
Hi, this is Sana from Harbour Line. Yes — the upper deck seats 48. Which date?
Hand-over packetAgent has context

Reason Group size exceeds self-service limit

Summary 40 pax, 11:00 sailing, wants private deck

Customer Returning · 3 previous bookings

Suggested Upper-deck group rate, ask for date

Assigned Sana Ali · 12s to pick up

Requester Chat Assistant

Deflection at the point of asking, not after

Bring one real support queue.

We’ll set up your categories, SLA tiers and escalation live, and show QuipAI drafting replies on sample tickets.

Request a demo