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How to Use Suggested Replies in Helena AI

Basil Mathai avatar
Written by Basil Mathai
Updated over a month ago

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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