Desk Guide v1
Desk Guide
Desk Guide
Version 1

Delight AI agent

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Sendbird Desk can be integrated with Delight AI agent, Sendbird's own AI agent, to combine AI-powered automation with human support. When integrated, the AI agent handles customer conversations and can hand off complex issues to human agents in Desk as tickets. This guide covers the integration setup, supported channels, and Desk-specific behavior when working with Delight AI agent.

Note: Self-serve integration is currently not supported. Contact a Sendbird representative to connect Sendbird Desk with Delight AI agent.


How the integration works

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Once the integration is enabled, conversations between customers and Delight AI agent can be transferred to Desk through a handoff. When a handoff occurs, Desk creates a ticket with the conversation history and assigns it to a team based on your assignment rules.

The handoff behavior differs depending on the AI agent's environment:

AI agent environmentBehavior

Development / Staging

Displays a handoff preview without creating an actual Desk ticket.

Production

Creates a Desk ticket with auto-populated ticket fields and automatic team assignment.

For more details on handoff configuration, see the Delight AI Docs > Handoff.


Handoff preview

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In a Development or Staging environment, triggering a handoff displays a preview instead of creating a ticket. The preview shows the ticket priority, assigned team, custom ticket fields that would be populated, and the context object. This helps you verify how the Desk ticket would be created without affecting your live Desk workspace.

Note: To create an actual Desk ticket regardless of the environment, contact Sendbird to turn off this feature.

How to access the preview

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  1. Start a conversation with your AI agent in a Development or Staging environment and trigger a handoff.
  2. Go to Evaluate > Reports > Conversations on the Delight AI dashboard.
  3. Click a conversation to open the conversation details.
  4. In the Conversation Information panel, find the Handoff details section.
  5. Click View details for handoff preview to open the preview modal.

The modal displays the following information:

FieldDescription

Ticket priority

The priority assigned based on your Desk priority rules.

Assigned team

The team assigned based on your Desk assignment rules.

Updated ticket fields

Desk ticket field values populated from the context object.

Context object

Full context data passed during handoff.


Auto-populated ticket fields

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When a handoff occurs in a Production environment, Delight AI agent passes a context object containing customer-specific information to Desk. Desk uses this context object to automatically populate ticket fields whose keys match the context object's field keys.

How it works

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  1. Go to Settings > Desk > Ticket fields on the Sendbird dashboard.
  2. Verify the ticket field keys you want to populate. If you don't have any, create them.
  3. Make sure the context object's field keys exactly match the Desk ticket field keys.

Note: The context object's field keys must follow the Desk field key convention: only lowercase letters, numbers, and dashes.

When a handoff is triggered in Production, any matching ticket fields are populated automatically. The values appear in the ticket fields section of the ticket view in Desk.


Assigning handed-off tickets

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When a handoff occurs in Production, Delight AI agent passes additional information to Desk that can be used in assignment rules. The AI agent analyzes the conversation and determines a category and sub-category — such as "Billing - Refund request" — that you can use as conditions in your Desk assignment rules.

To configure assignment rules, go to Settings > Desk > Rules on the Sendbird dashboard.

Limitations

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  • Category and sub-category are system fields and cannot be edited manually.
  • If category analysis fails due to timeout or other issues, the field remains empty and assignment rules based on the AI category do not apply.

Set up a fallback

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To ensure tickets are always assigned even when category analysis fails, create fallback assignment rules using other ticket fields.

  1. Create custom ticket fields for setting rules.
  2. Create assignment rules based on those fields.
  3. Pass values through the context object so the corresponding fields are populated.

Supported channels

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The Desk integration with Delight AI agent currently supports three channels: Messenger, SMS, and Email.

ChannelFile handlingResolution messageCSAT delivery

Messenger

All file types supported by Messenger

In-app message

In-app form

SMS

MMS file types only

Plain text SMS

Text message with link

Email

Email

Email with link to CSAT landing page

For channel-specific details on SMS behavior, see the Delight AI Docs > Channels.