Customer Agent
How do I improve my Customer Agent?
How do I improve my Customer Agent?
Prompt the Internal Agent. Describe what you want to change, like a refund policy or a new tool, and it will draft the update, test it, and stage it for your approval. See Build.
How do I test a change before it goes live?
How do I test a change before it goes live?
Ask the Internal Agent to run test simulations. It generates realistic test cases, runs them in a sandbox, and reports back with the agent’s reasoning, tool calls, and final reply, so you can iterate before publishing. See Test.
Why did the Customer Agent transfer a ticket?
Why did the Customer Agent transfer a ticket?
Ask the Internal Agent to QA the ticket. It will identify the knowledge or instructions that led to the behavior and suggest a configuration fix if needed.
A tool failed on a ticket. What do I do?
A tool failed on a ticket. What do I do?
Ask the Internal Agent to investigate the ticket. It can read what happened, explain it, and propose a fix. You can also set a Slack channel for tool error notifications in Settings.
Platform
The Internal Agent says it's done, but nothing changed.
The Internal Agent says it's done, but nothing changed.
Finishing a task ends the session. Changes go live only when you approve the pending action. If an action is still pending, it hasn’t been published yet. See Release.
How do I connect a new tool?
How do I connect a new tool?
For managed connections (Linear, GitHub, Notion, Cursor, Slack), connect in one click on the Connections page in Settings. For anything else, prompt the Internal Agent to wire up an MCP server or API endpoint. See Connections.
How do I add a teammate?
How do I add a teammate?
Add them under Members in Settings and assign Admin or Operator. Admins can approve and publish actions, and operators can draft and propose.
When should I start a new task?
When should I start a new task?
Start a new task whenever you move to a new topic. The Internal Agent works best when it isn’t holding unrelated context. See Tasks.
Do I need to manage the context window?
Do I need to manage the context window?
No. Context is self-managing, with auto-compaction built in, so long conversations stay accurate. Just start a new task when the topic changes.
I can't publish my release. It says merge conflict.
I can't publish my release. It says merge conflict.
Someone on your team published a change to the same file after you drafted yours. Click Fix it under the Actions tab, and the Internal Agent will resolve the merge conflict for you. Publishing releases as soon as they’re ready avoids this. See Release.
Some of my tools and configurations are locked.
Some of my tools and configurations are locked.
Tools built before Parahelp 3.0 are managed by us and marked as legacy. Ask the Internal Agent to rebuild one as a new tool, and you’ll be able to view and edit it yourself. The Internal Agent’s own configurations are also managed by us for now.
Ticketing systems
Which ticketing systems does Parahelp support?
Which ticketing systems does Parahelp support?
Intercom, Zendesk, Front, Plain, and Pylon, one per workspace. See Ticketing system.
How do tickets reach my Customer Agent?
How do tickets reach my Customer Agent?
You set up a workflow in your ticketing system that assigns tickets to Parahelp, so you control exactly which tickets it handles. See Ticketing system.
Security and privacy
Can I control what data Parahelp stores?
Can I control what data Parahelp stores?
Yes. Parahelp does not store PII by default. Manage data retention in the Privacy section of Settings, or see our trust page.
Can the agents change things without my approval?
Can the agents change things without my approval?
No. Every proposed change waits as an action until an admin approves it, unless you have explicitly set that action to auto-approve. You can additionally require Slack approval for specific Customer Agent actions, like refunds. See Release.
Is Parahelp SOC 2 and GDPR compliant?
Is Parahelp SOC 2 and GDPR compliant?
Yes, Parahelp is SOC 2 Type II and GDPR compliant, with encryption in transit and at rest.