Skip to content
Alle documentatie
Automatisering en assistenten

Richard gebruiken

Use Richard Helpdesk Assistant

Richard helps with support questions, permitted records and ITLedger procedures. Available actions depend on your role and permissions. It asks for missing information and previews changes for confirmation.

Voor wie

Beheerders, medewerkers en IT-teams die ITLedger gebruiken voor dienstverlening, assets, compliance en rapportages.

Taken

Kies je taak. De volledige werkwijze, voorwaarden en aandachtspunten staan hieronder in het Engels.

Use Richard Helpdesk Assistant

Richard helps with support questions, permitted records and ITLedger procedures. Available actions depend on your role and permissions. It asks for missing information and previews changes for confirmation.

Who can do this: Requester, Reader, Operator, Tenant administrator

Before you start

  • Use an account with access to the stated page and permission for the chosen action.

Safeguards

  • A diagnostic answer or a device selection does not approve an operation.
  • A preview has not executed; only a confirmed result establishes completion.
  • A conversation log records what happened and does not open new support or fulfillment work.
  • Voice and attachments require support in the deployed service; report unavailability truthfully.
  • Product guidance does not give Richard additional execution capabilities.
  1. Open Richard from chat or the assistant entry point. In the employee portal, choose Chat to support when the chat feature is enabled.
  2. Describe the issue or the information or action you need.
  3. Answer a focused question using the listed choices or your own words.
  4. Review the details of a proposed change and explicitly confirm or cancel it.
  5. Review the completed result and any ticket number.
  6. In the employee portal, open My requests when that feature is enabled to track your submitted incidents and service requests.
  7. At closure, conversation topics are recorded with visible receipts unless their own operational ticket already covers them.

Expected outcome: The user has reviewed the result of use richard helpdesk assistant in the application.

Aanbevolen werkwijze

  • Begin met eenvoudige, uitlegbare regels.
  • Herzie automatisering na proces- of eigenaarschapswijzigingen.

Lees verder in Automatisering en assistenten

Richard en regels die het dagelijkse werk ondersteunen.