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Complete Setup and check the connected workspace first. Replace bracketed placeholders with a real customer or conversation. Ask your AI to find the item first if you do not know its ID. Credits below refer to Protodesk credits. Your AI provider may charge separately for using its assistant.

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Summarize open conversations

Access: Read conversations. Credits: No Protodesk AI credits. Changes: None.
Expected result: a short list with a summary and suggested next step for each conversation, or an explanation that no matching conversations were found.

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Understand a customer

Access: Read customers and read conversations. Credits: No Protodesk AI credits. Changes: None.
Expected result: the matching customer’s recent support history, with conversation IDs. If several records match, the assistant should ask which one you mean.

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Suggest a reply with Evelin

Access: Read conversations and use Evelin. Credits: Uses workspace AI credits under the current credit policy. Changes: Creates an AI run and, when appropriate, a private draft; sends no message.
Expected result: an Evelin draft for you to review, or the reason a draft was not produced. A reply is not sent as part of generation.
The assistant starts a run, checks its status, and retrieves the result. Reading the status or result does not start a new generation. If a request times out, it should reconcile the existing run rather than start another chargeable run.See the detailed Evelin workflow for result types, retries, and credit behavior.

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Translate a draft

Access: Read conversations and use Evelin. Credits: Uses workspace AI credits. Changes: Creates a translation result; leaves the original draft unchanged and sends nothing.
Expected result: translated text for review. You can replace Indonesian with your intended target language. To translate a stored message instead, provide its message ID and ask Evelin to translate that message without changing it.

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Propose a Help Center update

Access: Read Help Center and propose Help Center content. Read access includes draft articles. Credits: Proposal submission uses no Protodesk AI credits. Changes: Creates a review proposal; does not change the article yet.
Expected result: a proposal and a link to review it in Protodesk. Open the review and inspect the change before approving it.
Approving an update applies it to the existing article. If the article is published, approval changes its live content. Approving a new article candidate creates an unpublished draft.The MCP authoring tools cannot approve or publish content. See the Help Center review workflow for revision conflicts and new article sets.

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Take actions after review

Reading, drafting, and sending are separate capabilities. To assign a conversation, update a customer, or send a reply, approve the corresponding write permission and give the assistant a specific action and target. Operational writes can change workspace data immediately. For replies, inspect delivery status after sending; queued does not mean delivered. Use Available tools to check permissions and Troubleshooting to handle uncertain outcomes.