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Real-Time Guidance Agent Workflow - Quick Reference

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

Sequence	Reference Articles
Account Setup in Administration Platform	Add a new account Deploy applications Add integrations Add ASR models Assign a skill code to an ASR-CTI mapping
User Management in Administration Platform	Onboard users to an account Add, update, or delete users Structure the organization hierarchy
Configuration of AI-Based Summary and Disposition in Administration Platform	Customize AI-Powered Call Summary Configure Disposition
Admin Setup in U-Assist ACW	Define Organization Define Business Process Map the skill code to a Business Process
AI Setup in X-Console	Sync the Real-Time Guidance Agent Account with the AI Model Create Experiences Create Intents Assign a Summary Template to an Experience Assign a Disposition to an Experience
Business Logic	Create Flows and related elements Create Session Variables Specify Variables Sent to the Conversation Service Use Variables in a Flow Assign a Flow to an AI-Powered Summary Assign a Flow to an Intent Customize the Agent AI Assist Application settings
AI Agent	View an AI-Powered customized Call Summary View LLM-based Call Disposition values See relevant knowledge-based questions and answers

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