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Kyloth

Review assistant output before using it

Inspect the source and save a human-reviewed internal draft without sending it to a customer.

Approved preview
These instructions are for users with approved preview access. Reading them does not enable a workspace or open public signup. Check each guide for current limits.

Where: Desk, Settings, AI assistant; customer details, Customer assistant; Knowledge articles

Before you continue
Live model activation and independent quality approval remain separate. If Model provider unavailable appears, work manually. An approved knowledge source or saved preference does not turn on customer automation.
  1. Review the Customer assistant preference before enabling any approved use. A request can include the customer's name, relationship and recent notes or calls. Email and phone fields are excluded, but sensitive information typed into notes can still be included.
  2. When a valid result exists, read the summary, missing information and proposed action. Open each Source excerpt and check what history was omitted. A citation does not guarantee an accurate claim.
  3. Edit Follow-up draft for your review. Confirm that you checked the sources before Save internal draft. Copy edited draft copies the current text; neither action sends, schedules or records a customer conversation.
  4. Refresh assistant checks for a newer result without replacing your text. Replace editor with this generated draft is a separate explicit action and clears the review confirmation.
  5. Review Saved internal drafts for retained snapshots. Deleting one asks for confirmation. Turning the assistant off does not remove saved drafts; temporary generated results have a separate cleanup lifecycle.

A changed source, preference or permission can make a result unavailable. Failed saves keep the editor text, but leaving or fully reloading the page loses unsaved local text. Keep a person responsible for the final reply and its separate recipient, consent and delivery checks.