• Getting Started
    • Onboarding
      • Webinar Recordings
        • Profile & Account
        • Analytics Assistant
          • Getting Started
            • Sharing Presentations
              • Using Dashboards
              • Omnichannel Inbox
                • Overview
                  • RCS Messaging
                    • WhatsApp
                    • Knowledge Management
                      • Knowledge Base
                        • Knowledge Base Tips
                          • Exchanges
                            • Guided Conversations
                              • Guided Conversation Functions
                                • Guided Conversation Cards
                                • Cloud Drive
                                • Sites and Articles
                                  • External Knowledge Base Integrations
                                    • System Messaging
                                    • Helpdesk, LiveChat, & SMS
                                      • Helpdesk
                                        • LiveChat
                                          • SMS
                                            • 10-digit long code (10DLC)
                                              • Toll Free Number (TFN)
                                                • Short Code
                                              • Concierge
                                                • Concierge Set Up
                                                  • Concierge Visual Editor Examples
                                                  • Best Practices
                                                    • Concierge Developer Tools
                                                      • Legacy Concierge Guides
                                                      • CRM
                                                        • Accounts & Contacts
                                                          • Campaigns
                                                          • AI in the Capacity Platform
                                                            • Capacity's Approach to AI
                                                              • Prompting & Agent Guidance
                                                                • Generative AI Tools
                                                                  • AI Agents
                                                                  • App Center
                                                                    • Automations and Workflows
                                                                      • Automations
                                                                        • Workflows
                                                                        • Analytics
                                                                          • Baseline CSV Reports
                                                                            • Bot Reporting
                                                                            • Settings
                                                                              • Org Management
                                                                                • Org Settings
                                                                                  • Custom Fields
                                                                                • Email Templates
                                                                                  • Helpdesk Settings
                                                                                    • Interface Settings
                                                                                      • Chat Settings
                                                                                        • SMS Settings
                                                                                          • Responders
                                                                                        • Developer Platform and Databases
                                                                                          • Developer Platform
                                                                                            • LiveDB
                                                                                              • CapacityDB
                                                                                                • Tutorials
                                                                                                • GC in Apps
                                                                                                • Integrations and Interfaces
                                                                                                  • App Integrations
                                                                                                    • Microsoft
                                                                                                      • Encompass
                                                                                                        • Other Apps
                                                                                                        • Interfaces
                                                                                                          • Microsoft
                                                                                                            • Slack
                                                                                                              • Google Chat
                                                                                                              • Authentication
                                                                                                                • Capacity API
                                                                                                                  • Webhooks
                                                                                                                  • Troubleshooting
                                                                                                                    • Browsers
                                                                                                                      • Email
                                                                                                                        • Contact Us
                                                                                                                          • Platform Status
                                                                                                                          • Mortgage GSE
                                                                                                                            • Capacity GSE Beta
                                                                                                                            Knowledge Center
                                                                                                                              • Getting Started
                                                                                                                                • Onboarding
                                                                                                                                  • Webinar Recordings
                                                                                                                                    • Profile & Account
                                                                                                                                    • Analytics Assistant
                                                                                                                                      • Getting Started
                                                                                                                                        • Sharing Presentations
                                                                                                                                          • Using Dashboards
                                                                                                                                          • Omnichannel Inbox
                                                                                                                                            • Overview
                                                                                                                                              • RCS Messaging
                                                                                                                                                • WhatsApp
                                                                                                                                                • Knowledge Management
                                                                                                                                                  • Knowledge Base
                                                                                                                                                    • Knowledge Base Tips
                                                                                                                                                      • Exchanges
                                                                                                                                                        • Guided Conversations
                                                                                                                                                          • Guided Conversation Functions
                                                                                                                                                            • Guided Conversation Cards
                                                                                                                                                            • Cloud Drive
                                                                                                                                                            • Sites and Articles
                                                                                                                                                              • External Knowledge Base Integrations
                                                                                                                                                                • System Messaging
                                                                                                                                                                • Helpdesk, LiveChat, & SMS
                                                                                                                                                                  • Helpdesk
                                                                                                                                                                    • LiveChat
                                                                                                                                                                      • SMS
                                                                                                                                                                        • 10-digit long code (10DLC)
                                                                                                                                                                          • Toll Free Number (TFN)
                                                                                                                                                                            • Short Code
                                                                                                                                                                          • Concierge
                                                                                                                                                                            • Concierge Set Up
                                                                                                                                                                              • Concierge Visual Editor Examples
                                                                                                                                                                              • Best Practices
                                                                                                                                                                                • Concierge Developer Tools
                                                                                                                                                                                  • Legacy Concierge Guides
                                                                                                                                                                                  • CRM
                                                                                                                                                                                    • Accounts & Contacts
                                                                                                                                                                                      • Campaigns
                                                                                                                                                                                      • AI in the Capacity Platform
                                                                                                                                                                                        • Capacity's Approach to AI
                                                                                                                                                                                          • Prompting & Agent Guidance
                                                                                                                                                                                            • Generative AI Tools
                                                                                                                                                                                              • AI Agents
                                                                                                                                                                                              • App Center
                                                                                                                                                                                                • Automations and Workflows
                                                                                                                                                                                                  • Automations
                                                                                                                                                                                                    • Workflows
                                                                                                                                                                                                    • Analytics
                                                                                                                                                                                                      • Baseline CSV Reports
                                                                                                                                                                                                        • Bot Reporting
                                                                                                                                                                                                        • Settings
                                                                                                                                                                                                          • Org Management
                                                                                                                                                                                                            • Org Settings
                                                                                                                                                                                                              • Custom Fields
                                                                                                                                                                                                            • Email Templates
                                                                                                                                                                                                              • Helpdesk Settings
                                                                                                                                                                                                                • Interface Settings
                                                                                                                                                                                                                  • Chat Settings
                                                                                                                                                                                                                    • SMS Settings
                                                                                                                                                                                                                      • Responders
                                                                                                                                                                                                                    • Developer Platform and Databases
                                                                                                                                                                                                                      • Developer Platform
                                                                                                                                                                                                                        • LiveDB
                                                                                                                                                                                                                          • CapacityDB
                                                                                                                                                                                                                            • Tutorials
                                                                                                                                                                                                                            • GC in Apps
                                                                                                                                                                                                                            • Integrations and Interfaces
                                                                                                                                                                                                                              • App Integrations
                                                                                                                                                                                                                                • Microsoft
                                                                                                                                                                                                                                  • Encompass
                                                                                                                                                                                                                                    • Other Apps
                                                                                                                                                                                                                                    • Interfaces
                                                                                                                                                                                                                                      • Microsoft
                                                                                                                                                                                                                                        • Slack
                                                                                                                                                                                                                                          • Google Chat
                                                                                                                                                                                                                                          • Authentication
                                                                                                                                                                                                                                            • Capacity API
                                                                                                                                                                                                                                              • Webhooks
                                                                                                                                                                                                                                              • Troubleshooting
                                                                                                                                                                                                                                                • Browsers
                                                                                                                                                                                                                                                  • Email
                                                                                                                                                                                                                                                    • Contact Us
                                                                                                                                                                                                                                                      • Platform Status
                                                                                                                                                                                                                                                      • Mortgage GSE
                                                                                                                                                                                                                                                        • Capacity GSE Beta
                                                                                                                                                                                                                                                        1. Home
                                                                                                                                                                                                                                                        2. AI in the Capacity Platform

                                                                                                                                                                                                                                                        AI in the Capacity Platform


                                                                                                                                                                                                                                                        Capacity's Approach to AI

                                                                                                                                                                                                                                                        Capacity's Approach to AI

                                                                                                                                                                                                                                                        Prompting & Agent Guidance

                                                                                                                                                                                                                                                        Prompt Engineering Guide
                                                                                                                                                                                                                                                        Configuring Your Voice Agent for Speed
                                                                                                                                                                                                                                                        Prompt Patterns for Common Voice Situations

                                                                                                                                                                                                                                                        Generative AI Tools

                                                                                                                                                                                                                                                        Selecting an AI Model
                                                                                                                                                                                                                                                        Setting Up the AI Content Generator
                                                                                                                                                                                                                                                        Setting Up Autopilot
                                                                                                                                                                                                                                                        Preparing Your Knowledge Base for Generative AI
                                                                                                                                                                                                                                                        Setting Up Guided Conversations using Generative AI
                                                                                                                                                                                                                                                        GSE GPT by Capacity
                                                                                                                                                                                                                                                        Helpdesk AI Tools
                                                                                                                                                                                                                                                        Knowledge Base AI Tools

                                                                                                                                                                                                                                                        AI Agents

                                                                                                                                                                                                                                                        AI Agents
                                                                                                                                                                                                                                                        AI Agent Filters