Observe.AI Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What do you need help with?
   • A) Setting up Auto QA scorecards and evaluation criteria
   • B) Configuring Agent Copilot for real-time guidance
   • C) Coaching Copilot — post-call performance management
   • D) VoiceAI or ChatAI virtual agent setup
   • E) CCaaS integration (Five9, Amazon Connect, Talkdesk, etc.)
   • F) API integration — pulling interactions, transcripts, evaluations
   • G) Comparing Observe.AI to another tool (Balto, Cresta, CallMiner, Enthu.AI)
   • H) Compliance monitoring and audit trails
   • I) Other