Witivio Documentation

# AI desk Pro Get Started Guide

Welcome to AI desk Pro, your Software as a Service (SaaS) solution for creating enterprise custom agents integrated with Microsoft Teams. This guide walks you through installing the app, uploading your knowledge, and asking your first questions so your team can find answers faster. 🤖

# What is AI desk Pro?

AI desk Pro lets you create customized agents tailored to your organization's needs. You upload documents, track usage, and monitor key performance indicators (KPIs) so your agents stay accurate and useful. You can extend agents with plugins to reach your own IT systems, and give your users the Cockpit tab in Microsoft Teams that combines AI chat, conversation history, pinned resources, news, and ServiceNow tickets.

# Set up AI desk Pro

  1. 1

    Install the application

    1. Open the Microsoft Teams Store and search for AI desk Pro.
    2. Click Add to install the application.
    3. Once installed, you receive a welcome message from AI desk Pro.

    You can manage access rights for the app from the administration of Microsoft Teams applications in the Microsoft Teams admin center.

  2. 2

    Access your agent statistics

    1. Open the AI desk Pro admin center from the link in the welcome message, or go to admin.aidesk-pro.com.
    2. Click Continue with Microsoft and sign in with your Microsoft Teams account.
    3. Select AI desk Pro from the list of agents.

    Guest accounts cannot be added.

  3. 3

    Upload documents

    1. For local documents, open Local Documents in the Knowledge section, then drag and drop or browse to upload your files.
    2. For SharePoint documents, open SharePoint Documents, paste the link to the SharePoint site, and select the library to index.
    3. The documents are processed and added to your agent knowledge base.

    Supported formats are PDF, DOCX, and PPTX, and each document must be 10 MB or smaller. Indexed documents refresh at the top of every hour (for example 2:00 PM, 3:00 PM, 4:00 PM).

  4. 4

    Ask questions to your agent

    1. Open Microsoft Teams and start a conversation with AI desk Pro.
    2. Ask a question related to the documents you uploaded.
    3. The agent answers from its knowledge base and displays the source.

# Key features

Custom agents Tailor agents to your organization knowledge. Document upload Add local and SharePoint documents to your agent. Knowledge base Keep answers current from one editor. Usage tracking See how your team uses each agent. KPI monitoring Measure agent performance and impact. Plugins Connect agents to your own IT systems. Cockpit portal A personal Teams tab for chat, history, and pinned resources. Web chat Bring your agent to a website audience.

# Tips for success

Keep your agent informed by uploading new documents regularly, encourage your team to leave feedback for continuous improvement, and watch the KPIs on the dashboard to understand your agent's impact.

# Next steps

← Authentication & Authorization →