AI & Automation

Quinn, the AI agent and copilot, plus workflows that automate your support and feedback.

JM
James Morton
By James Morton·12 articles
Configure AI featuresWhat AI does for feedback (summaries, duplicate detection, suggestions) and how to point a self-hosted install at any OpenAI-compatible or local model endpoint.
6 min read
AI & Automation overviewA map of Quinn (the AI Agent and Copilot), skills, connectors and workflows, where each lives in Settings, and what each needs to run.
2 min read
Configure the Quinn AgentTurn on, pause and configure Quinn's customer-facing Agent in Messenger: tone, knowledge, guidance rules, skills, actions and handoff to your team.
4 min read
Use Quinn CopilotHow Quinn Copilot helps teammates in the inbox: answering questions about a conversation, drafting replies, translating messages, and filling in attributes.
2 min read
Give Quinn actionsQuinn's built-in actions, how to set Allow, Ask or Never per action for the Agent and Copilot, and how to connect your own tools from a remote MCP server.
3 min read
Knowledge sourcesWhich content Quinn's Agent and Copilot can draw on (help center, feedback, changelog, status, conversations, notes, tickets), the defaults, and how fresh each source is.
2 min read
Test and monitor QuinnTest Quinn with real customer questions before launch, then track resolutions, escalations, AI CSAT, action outcomes and Copilot usage in Admin > Analytics.
2 min read
Build a workflowCreate and set live a workflow that automates routing, SLAs and housekeeping on conversations and tickets, with every trigger and action listed.
5 min read
Start from a workflow templateThe workflow template gallery: categories, what each of the 12 templates does, and how to finish "needs setup" steps before setting a template live.
4 min read
Workflow blocksThe blocks that build guided Messenger conversations in customer-facing workflows: messages, ticket forms, Let Quinn answer, buttons, data collection and ratings.
3 min read
FAQ: Turn AI features offHow to pause Quinn and Copilot on Cloud or self-hosted, and how a self-hosted install switches off all AI or single features with environment variables.
2 min read
FAQ: Use your own AI agent instead of QuinnConnect your own AI agent through the MCP server, webhooks and REST API, give Quinn your own tools as connectors, or run Quinn on your own model when self-hosting.
2 min read