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How to Use Suggested Replies in Helena AI

Written by Basil Mathai

Overview

Helena’s Suggested Reply feature helps MSP technicians instantly create clear, empathetic, and professional responses to customer messages.

Each ticket conversation is analyzed in real time — and Helena generates two reply options: one Casual, one Formal — so you can choose a tone that fits the context.

This keeps communication consistent, personal, and fast — without needing to draft from scratch.


🪄 What Suggested Reply Does

When a technician opens a ticket and clicks the Helena icon in the right-side panel, the Suggested Reply section appears.

Helena automatically:

  • Reviews the entire ticket thread (latest messages + prior history)

  • Detects the customer’s tone and intent through sentiment analysis

  • Generates two contextually correct responses — one Casual and one Formal

You can review both suggestions before sending them.


💡 How to Use Suggested Reply

Step 1: Open Helena Panel

  1. Open a ticket in DeskDay.

  2. Click the Helena icon on the ticket’s right-hand panel.

  3. Select the Suggested Reply card to view AI-generated responses.


Step 2: Choose Your Tone

At the bottom of the panel, you’ll see two tone options:

  • Casual: Friendly, conversational tone for relaxed customer interactions.

  • Formal: Structured and professional tone for escalations or business-critical updates.

Click between the Casual and Formal tabs to preview each version before sending.


Step 3: Review and Send

Each suggested reply includes:

  • The generated message body (pre-filled draft)

  • Sender options:

    • Send as Helena (AI assistant)

    • Send as Me (the logged-in technician)

  • Message mode:

    • Private → internal note visible only to your team

    • Public → message visible to the customer


Step 4: Choose Your Action

Below the draft, you’ll find the action controls for fine-tuning the message before sending:

Action

Description

✏️ Edit

Opens the message in editable mode, allowing you to personalize before sending.

📋 Copy

Copies the drafted message to your clipboard.

🧠 Send as

Select whether to send as Helena or as yourself (Me).

🌐 Send message mode

Choose Private (internal) or Public (customer-facing).

📨 Send

Posts the message immediately according to your selected mode.


🧭 Tips for Best Results

  • Switch between Casual and Formal to match your customer relationship.

  • Use Edit for minor tweaks — this ensures tone consistency while preserving accuracy.

  • For frustrated customers, choose Formal

  • Pair with Sentiment Insights to understand emotion before sending your reply.


⚙️ Troubleshooting

Issue

Possible Cause

Solution

No reply suggestions appear

Helena not enabled

Enable via Control Center → Service Desk → Helena

Only one tone (Casual or Formal) showing

Ticket lacks enough context

Add a few notes or replies before triggering Helena

Incorrect or irrelevant draft

Sentiment or KB context mismatch

Edit manually or click Regenerate

Message sends as wrong mode

“Private/Public” not selected correctly

Review the Send message mode toggle before sending


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