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Getting Started

  • Quickstart Guide
  • Workspace Setup
  • Inviting your Team

Ticketing & ITIL

  • Incidents vs Service Requests
  • Categories, Custom Fields & Ticket Numbering
  • SLA Rules & Priorities
  • Ticket Stages, On Hold & SLA Pause
  • Assignment Rules & Groups
  • Ticket List View & Canned Replies
  • Closure Rules, Approvals & CSAT Surveys
  • Merging Duplicates & Linking Major Incidents

Service Catalog & Knowledge Base

  • Service Catalog
  • Knowledge Base

QueAssist (AI Copilot)

  • AI Triage & Categorization
  • Agentic Auto-Resolution
  • QueAssist Settings & Usage Quota
  • AI Agent Access — Connect Claude, Cursor & ChatGPT
  • No-Code Playbooks
  • Identity Scoping & Safety

Channels & Email

  • Email Forwarding Setup
  • Portal Mode — Forms vs AI Chat

People & Identity

  • External Users
  • Single Sign-On & SCIM Directory Sync

Integrations

  • Connecting Integrations & Custom MCP Servers

Billing & Plans

  • Billing & Plans
DocsQueAssist (AI Copilot)QueAssist Settings & Usage Quota

QueAssist Settings & Usage Quota

Control what QueAssist is allowed to do automatically, and keep an eye on how much of your monthly AI quota you've used.


1. The Master Switch (Settings → QueAssist)

Enable QueAssist — the top-level toggle. Turn it off and:

  • •New tickets skip triage entirely and go straight to your agents untouched.
  • •The portal chat assistant is disabled — employees only see traditional forms.

Everything below only applies while this is on.

2. Agentic Resolution

  • •Agentic resolution — lets QueAssist attempt to resolve straightforward employee requests itself (portal chat and email tickets), instead of just triaging and handing off to an agent. See Agentic Auto-Resolution for how the confirmation flow works.
  • •Max attempts before escalation (1–5, default 2) — how many back-and-forth troubleshooting turns QueAssist gets before it hands the ticket to a human agent.

3. Triage & Auto-Resolve Confidence

  • •Triage itself runs automatically on every new ticket whenever QueAssist is enabled — there's no separate switch for it.
  • •Auto-resolve when confident — once QueAssist has triaged at least one ticket, you can let it automatically close tickets it's highly confident about, without agent review.
  • •Confidence threshold (80–99%, default 92%) — how sure QueAssist needs to be before it auto-resolves. Raise it to be more conservative, lower it to auto-resolve more tickets.

4. Safety & Alerts

  • •Require knowledge base grounding — if your Knowledge Base has published articles, this stops agentic resolution from answering unless it found a matching article to base the answer on, instead of letting it improvise.
  • •Usage alert email (50–95%, default 80%) — sends the workspace owner a heads-up email once you cross this percentage of your monthly AI quota.

5. Emergency Stop (Kill Switch)

A single Kill switch toggle in its own card on this page immediately halts every autonomous action QueAssist can take — agentic resolution, playbooks, and every connected integration tool call (Google Workspace, Microsoft Entra, custom MCP servers) — without disconnecting or reconfiguring anything.

  • •Triage, draft replies, ticket summaries, and portal chat keep working while it's on — nothing acts on your systems, but QueAssist can still talk and suggest.
  • •Turn it back off to resume agentic resolution, playbooks, and integration tool calls exactly as they were configured.
  • •It does not cover AI Agent Access (external AI apps connecting into QueueDesk) — that has its own separate on/off switch, since it's a different direction of access entirely.

Use this if you ever need to immediately stop QueAssist from taking real-world actions — for example, while you investigate an integration behaving unexpectedly — without losing any of your settings.

6. Usage This Month

The settings page shows your live usage against your plan's quota:

  • •Triaged — number of tickets QueAssist has categorized this month.
  • •QueAssist resolved — how many of those it fully resolved without an agent, and the resolution rate.
  • •Actions — a progress bar of AI actions used vs. your monthly limit, with the reset date.

Quota limits scale with your plan: Starter (50/mo), Growth (500/mo), Scale (2,000/mo), Enterprise (unlimited). If you're running low, you can purchase a one-time top-up pack from the billing page, or upgrade your plan.

A Recent QueAssist activity table (task, status, time) is also shown once you have activity to review.

7. Tool-call audit log

When QueAssist or a connected integration takes an action, it appears in the Tool-call audit log at the bottom of this page (once there is activity to show).

ColumnWhat it tells you
ProviderGoogle Workspace, Microsoft Entra, Custom MCP server, or an external AI app name.
ToolThe specific action (e.g. account status check, password reset).
TicketWhich ticket triggered it, when applicable. Portal chat rows may show —.
SourcePortal chat, Ticket resolution (includes playbooks), or External AI app (MCP).
ResultSuccess — completed. Blocked — refused by safety rules (identity mismatch, disabled tool, kill switch, sensitive tier). Failed — attempted but the provider returned an error.
TimeWhen it happened.

Use this table after enabling write tools, or when an employee reports "QueAssist wouldn't reset my password" — Blocked rows mean QueueDesk stopped the call on purpose. See Identity Scoping & Safety for why actions are allowed or refused in portal chat vs on tickets.

Next: read Identity Scoping & Safety for who QueAssist can act on, Connecting Integrations & Custom MCP Servers to let QueAssist take real actions in Google Workspace, Microsoft Entra, or a server of your own, No-Code Playbooks for deterministic per-category flows, or AI Agent Access to let your team connect Claude, Cursor, and other AI apps directly to QueueDesk.