AI Agent Overview | Letter AI Help Center

The Letter AI Agent is a real-time AI assistance tool that provides accurate and reliable responses to inquiries. It helps users understand product features, develop pricing strategies, handle objections, and craft emails. The AI Agent is always accessible in the lower right-hand corner of the Letter AI Platform by clicking the icon.

Depending on your company's setup, AI Agent may also be directly accessible through various platforms, including Slack and Microsoft Teams.

Key Features and Usage:

Real-Time Help for Any Question: The AI Agent delivers accurate, reliable answers by drawing directly from your company’s knowledge base and automatically prioritizing the most recently updated sources when information conflicts. It also incorporates relevant prior conversation context to improve accuracy for follow-up questions, ensuring responses remain consistent and context-aware across a conversation. With Product & Services Tag Awareness, the Agent recognizes tags included in a user’s message to scope and filter relevant knowledge, enabling it to clearly distinguish between similar offerings, provide more precise responses, and reduce confusion across overlapping products or services.
Deep-Linked Citations: When AI Agent cites a document, the source link opens directly to the exact referenced slide, page, or section, with an inline link icon for one-click access.
Translate content: Use AI Agent to translate content into Spanish, German, French, Japanese, and several other languages with native support.
Smart Tables: When users request tables, AI Agent returns clean, properly formatted tables for easy reading and usability.
Proactive Follow-Up Suggestions: AI Agent intelligently suggests relevant follow-up questions during conversations to help users clarify intent, refine requests, and achieve better outcomes without extra effort.
Review analytics: Collect feedback on AI Agent responses, leveraging
insights to continually drive quality improvements and adapt to user needs.
- Admins have access to your company's user analytics, allowing Admins to better understand AI Agent analytics with users
- Users and Managers have access to AI Agent Customer analytics in AI Sales Rooms, where you can analyze customer interactions with the AI Agent to gather insights on usage patterns and preferences, optimizing the AI responses and functionality for better engagement and effectiveness.

Primary Use Cases

Sales Interactions: Sales representatives and account executives use the AI Agent to provide instant responses and multilingual support when preparing for and during customer engagements.
Support Prospective Customers: Provide prospects with direct access to the AI Agent through your AI Sales Rooms, enhancing their experience by offering immediate, reliable support. You can customize the AI Agent interactions to align with customer preferences and needs, ensuring a personalized support experience that boosts customer satisfaction.
Continuous Improvement: Organizations can collect feedback on AI Agent responses, enabling ongoing refinement and adaptation to better meet user needs.

Overall, the Letter AI Agent empowers users by providing immediate assistance when and where users need it, thereby improving efficiency and enhancing both internal team operations and customer experiences.

Owners and Admins can further customize AI Agent in Team Settings

Using AI Agent

AI Agent is always accessible no matter where you are in the Letter AI platform. Click on the AI Agent icon in the lower right hand corner, which will open the AI Agent window. You can customize each interaction using the options at the top of the AI Agent window:

Expand Window/Chat History: Click the expand arrows to enlarge the window and view your chat history. The AI Agent may use relevant prior messages to provide more context-aware follow-up responses, helping maintain continuity across your conversation.

Select Scope: This determines where AI Agent pulls its information from. By default, it uses only your company's library. You can also choose to include public content, your private library, web searches, and General Knowledge. Sources are cited for each response.

Language: Choose your preferred language for interacting with the AI Agent.
New Chat: Start a new conversation on a new topic or with different settings. This clears previous options like Scope and Language, and resets any prior conversation context used to inform follow-up responses.
Attaching Files: To further make AI Agent work for you, attach files for AI Agent to reference in your chat. Click on the paperclip icon in the lower left side of the Agent window to select from your content library, upload files, add URLs, or input text. This is useful for tasks like summarizing documents or drafting responses based on existing materials.

Using AI Agent in Slack and Microsoft Teams

The AI Agent Slack and Microsoft Teams integrations offers two primary capabilities: interacting with the Letter AI Agent directly within Slack and indexing content from specific Slack channels so the AI Agent can draw information from them. Here's how it works:

Interacting with Letter AI Agent in Slack and Teams: Once an workspace administrator has installed the Letter AI Slack / Teams app within the workspace, team members can ask questions and get real-time answers without leaving Slack. The agent can also be added to existing threads.
Using Slack and Teams Channels as a Source: Once a workspace owner has connected Slack / Teams channels and made them available for content ingestion, the AI Agent can then answer questions based on the content of those specific channels.

To add the AI Agent see this article for Slack and this article for Teams.

Simply search for Letter AI Agent. After you've added the App, you will access AI Agent under the Apps section within Slack:

Select Letter AI Agent, and you can ask questions the same way you would in the Letter AI Platform.

For Owners & Admins: With help setting up your Slack integration, refer to our Slack Integration Guide