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Uniphore Customer Portal

U-Assist Workflow - Quick Reference

The following table outlines the sequence of steps, from setting up the system to utilizing the features of U-Assist. Click on the corresponding reference article to access the information.

Sequence	Reference Articles
Tenant Setup	Create Customer Add Products Add Users Assign Roles
U-Assist ACW Admin Setup	Define Organization Define Business Process App Profile Settings CTI Language Mapping Entity Catalog Creation Redaction Configuration
ASR Configuration	Map ASR Engine to the Language and Skill Code
AI Setup	U-Assist ACW: Define NER and Rule Entities X-Console: Create Experiences and Map them to Business Processes Create Intents Add Training Phrases Define Alerts Train the Experience Sync Account to AI Model Test AI Model
Business Logic	X-Designer: Create Flows and Elements X-Console: Create Session Variables Map Variables to Entities Map Intents to Flows Create Header Summary for each Business Process Create Intent Summary for each Intent Create GEN AI Summary for each Experience Customize Agent AI Assist Application Settings
Using AI Agent	Access the AI Agent Use Real-Time Capabilities

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