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guides/additional-customization.rst

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@@ -58,6 +58,9 @@ or customer specific text like ticket title or customer name. Just type
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:kbd:`:` :kbd:`:` in the text module content editor to search for available
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variables.
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The video shows how to create a text module, including usage of variables and
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how it works for agents when dealing with a ticket.
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ADD VIDEO HERE (created).
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Enable Checklist Feature
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of certain tasks in a ticket. The feature allows you to create checklist
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templates and link to other tickets as checklist item too.
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See how to set it up, create a template and reference to another ticket in a
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checklist item in the video.
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ADD VIDEO HERE (created).
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Add AI Agents
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- Automate additional things via :doc:`/manage/trigger`,
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:doc:`/manage/scheduler` and :doc:`/manage/macros`
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- Use :doc:`AI features </ai/provider>` to relieve your agents so they can
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focus on more important tasks.
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- Use additional :doc:`AI features </ai/provider>` to relieve your agents so
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they can focus on more important tasks.
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- In case you want to bill the support provided, use the
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:doc:`time accounting </manage/time-accounting>` feature

locale/admin-docs.pot

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@@ -5960,9 +5960,9 @@ msgstr ""
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#: ../guides/additional-customization.rst:22
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#: ../guides/additional-customization.rst:47
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#: ../guides/additional-customization.rst:61
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#: ../guides/additional-customization.rst:70
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#: ../guides/additional-customization.rst:88
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#: ../guides/additional-customization.rst:64
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#: ../guides/additional-customization.rst:76
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#: ../guides/additional-customization.rst:94
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#: ../guides/start-with-zammad.rst:59
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#: ../guides/start-with-zammad.rst:102
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#: ../guides/start-with-zammad.rst:139
@@ -6005,71 +6005,79 @@ msgstr ""
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msgid ":doc:`Text modules </manage/text-modules>` are a nice time saver for your agents. In case they answer similar questions over and over again and/or you want to unify their answers, add text modules for that. Your agents can then fetch a text by typing :kbd:`:` :kbd:`:` in the editor, followed by the name or content of the text module. You can even use variables to automatically include ticket- or customer specific text like ticket title or customer name. Just type :kbd:`:` :kbd:`:` in the text module content editor to search for available variables."
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msgstr ""
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#: ../guides/additional-customization.rst:64
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#: ../guides/additional-customization.rst:61
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msgid "The video shows how to create a text module, including usage of variables and how it works for agents when dealing with a ticket."
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msgstr ""
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#: ../guides/additional-customization.rst:67
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msgid "Enable Checklist Feature"
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msgstr ""
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#: ../guides/additional-customization.rst:66
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#: ../guides/additional-customization.rst:69
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msgid "Zammad's :doc:`checklist feature </manage/checklist>` allows you to keep track of certain tasks in a ticket. The feature allows you to create checklist templates and link to other tickets as checklist item too."
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msgstr ""
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#: ../guides/additional-customization.rst:73
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msgid "See how to set it up, create a template and reference to another ticket in a checklist item in the video."
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msgstr ""
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#: ../guides/additional-customization.rst:79
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msgid "Add AI Agents"
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msgstr ""
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#: ../guides/additional-customization.rst:75
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#: ../guides/additional-customization.rst:81
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msgid ":doc:`AI agents </ai/ai-agents>` can work on specific routine tasks and relieve your agents so they can concentrate on more important things. To break the configuration down:"
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msgstr ""
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#: ../guides/additional-customization.rst:79
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#: ../guides/additional-customization.rst:85
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msgid "Prerequisite: add an AI provider"
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msgstr ""
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#: ../guides/additional-customization.rst:80
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#: ../guides/additional-customization.rst:86
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msgid "Create an AI agent with the type of task you want to delegate"
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msgstr ""
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#: ../guides/additional-customization.rst:81
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#: ../guides/additional-customization.rst:87
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msgid "Call the AI agent in a trigger or scheduler job"
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msgstr ""
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#: ../guides/additional-customization.rst:83
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#: ../guides/additional-customization.rst:89
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msgid "The video shows an example of how to set up an AI agent which rewrites the title of a ticket. A use case for this is when your customers often tend to use generic titles (like \"problem\") or you receive tickets from a web form which all have the same title."
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msgstr ""
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#: ../guides/additional-customization.rst:91
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#: ../guides/additional-customization.rst:97
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msgid "Next Steps"
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msgstr ""
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#: ../guides/additional-customization.rst:93
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#: ../guides/additional-customization.rst:99
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msgid "Depending on your use case, you might want to adjust more things. Have a look at the left navigation menu where you can find a detailled explanation of all features in Zammad."
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msgstr ""
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#: ../guides/additional-customization.rst:97
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#: ../guides/additional-customization.rst:103
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msgid "To provide more ways for your customers to contact you, add additional channels like :doc:`/channels/whatsapp/index` and :doc:`/channels/sms`."
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msgstr ""
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#: ../guides/additional-customization.rst:99
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#: ../guides/additional-customization.rst:105
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msgid "Leverage productivity by:"
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msgstr ""
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#: ../guides/additional-customization.rst:101
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#: ../guides/additional-customization.rst:107
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msgid "Automate additional things via :doc:`/manage/trigger`, :doc:`/manage/scheduler` and :doc:`/manage/macros`"
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msgstr ""
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#: ../guides/additional-customization.rst:103
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msgid "Use :doc:`AI features </ai/provider>` to relieve your agents so they can focus on more important tasks."
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#: ../guides/additional-customization.rst:109
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msgid "Use additional :doc:`AI features </ai/provider>` to relieve your agents so they can focus on more important tasks."
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msgstr ""
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#: ../guides/additional-customization.rst:106
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#: ../guides/additional-customization.rst:112
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msgid "In case you want to bill the support provided, use the :doc:`time accounting </manage/time-accounting>` feature"
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msgstr ""
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#: ../guides/additional-customization.rst:108
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#: ../guides/additional-customization.rst:114
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msgid "Add and customize your :doc:`overviews </manage/overviews>` for agents. This is useful for team leaders or in case your needs are not covered by the default overviews."
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msgstr ""
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#: ../guides/additional-customization.rst:111
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#: ../guides/additional-customization.rst:117
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msgid "And don't forget to sign up for our `cloud services <https://zammad.com/en/pricing>`_ or get in touch with our `sales colleagues <https://zammad.com/en/pricing>`_ about a support contract for self-hosting Zammad."
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msgstr ""
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