Add an AI Copilot to your Plain workspace

How it Works

Keep's Smart Assist mode analyzes the ticket you're currently looking at to generate intelligent suggestions to move the ticket forward.

Suggestions can include:

1. Draft Answers: Editable responses that are likely to resolve the ticket.

2. Quick Links: Relevant sources for the ticket, such as docs, previous support tickets, and Slack threads.

3. Summaries & To-Do's: Summaries of long conversations and actionable remaining to-dos.

4. Other: Quick replies, sentiment analysis, and other helpful insights.

Keep is fully conversational - you can ask for clarifications or even request modifications to suggested answers.

Add Private Sources

The Support Copilot can leverage your private content, like Slack conversations in internal channels and historical support tickets, in addition to your public docs and help center content.

Contact us to set up a separate project with those sources.

Generate a Plain API key

1. Follow Plain's guide for creating an API key for Inkeep. To configure the correct permissions:

   a. Copy the below permissions string.

   attachment:download,company:read,customer:read,machineUser:read,thread:read,threadDiscussion:read,threadDiscussionMessage:read,threadField:read,threadFieldSchema:read,tier:read,timeline:read,user:read
   

   b. In Plain's Add API Key page, click on the From clipboard button to paste the permissions.

   c. Review the permissions and create the API key

2. Copy the API key and store it somewhere safe.

Generate an Inkeep API key

1. Go to the Inkeep Dashboard
2. Select your project under Projects
3. Navigate to the Integrations tab
4. Click on Create integration
5. Select Support Copilot
6. Give it a name like Support Copilot for Plain
7. Click on Create
8. In the integration settings, expand Advanced Settings.
9. Enter your Plain API key in Plain API key field.
10. Click Update
11. Copy the API key at the top of the page, which we'll refer to as the Copilot API key.

Install the Chrome Extension

1. Open your Chrome or Chromium-based browser.

2. Go to the Chrome Web Store Listing.

3. Click Add to Chrome, then Add extension.

4. Click on the Inkeep icon in your browser toolbar to launch it.

5. Enter Your Name.

6. Enter your Copilot API Key from the previous step.

7. Click Save.

8. Visit a supported page and click on Smart Assist to start using Keep.

9. Pin the extension to the toolbar for easy access by right-clicking the extension (puzzle) icon and selecting Pin.

10. To close the copilot, click on the X in the top right

Install using Arc

1. Open your Arc browser.

2. Go to the Chrome Web Store Listing.

3. Click Add to Chrome, then Add extension.

4. Click the puzzle piece icon in the Arc sidebar and find the Keep extension.

5. Pin the extension for easier access.

6. Click the pinned Keep icon to launch the copilot. It will open as a new tab named "Inkeep Support Copilot". (Note: It may take a couple of seconds on first launch.)

7. Enter your Copilot API Key from the previous step.

8. While on your current tab, option-click (⌥-click) for MacOS or Alt-click on Windows, on the Copilot tab to open it in a split view.

9. Click Smart Assist to start using Keep.

Use with a Plain thread

1. Open a thread in your Plain workspace
2. Open the Inkeep Chrome Extension
3. Click on Smart Assist

Turn Tickets into FAQs

1. Open your resolved support ticket.

2. In the Keep interface, click Ticket into FAQ.

3. Review the generated FAQ:

   • Check the auto-generated FAQ items
   • Use the copilot chat to request any needed changes
   • Click Save to KB when ready

4. Access your FAQs:

   • Visit the Inkeep Dashboard
   • Select your Copilot's Project
   • Open the Tuning FAQs tab
   • Manage your FAQs (edit, create, enable, or disable)