Link or unlink the AI agent account

Haylee works in your helpdesk through an account of her own and an API key that belongs to that account. Linking creates both; unlinking stops the key working at once. Everything happens on AI Agent > AI agent account, and only admins can change it. Everyone else sees the page read-only.

Growth Dept normally links Haylee when it sets up your helpdesk, so most teams never need this page except to rename her or change how her skills are approved.

▶Video coming: How Haylee works in your helpdesk. Haylee's own account and key, her drafts, notes and skills, and where to review them.

What linking creates#

The page shows whether she is Linked, when, and for each key when it was made and last used. Only the start of a key is ever shown again.

Link Haylee#

1. Open AI Agent > AI agent account. The page says Not linked.

2. Check the name under Settings; it is the name the account gets.

3. Click Link Haylee.

4. Copy the key straight away. It is shown once, with the username beside it: Haylee signs in to the API with her account email as the username and the key as the password.

5. Give the key to Growth Dept privately, never in a Slack channel or a shared email thread. Growth Dept stores it on the machine Haylee runs on.

If Haylee was linked before and later unlinked, linking again brings back the same account, with her earlier drafts, notes and skills still under her name, and gives her a new key.

Make a new key#

Use this if a key may have been seen by someone it should not have, or Growth Dept asks for a fresh one.

1. Click Make a new key and confirm.

2. The old key stops working at once. Copy the new one and give it to Growth Dept privately, before Haylee next needs to work on tickets.

Until Growth Dept stores the new key, Haylee cannot reach your helpdesk, and questions in Ask Haylee wait unanswered.

Choose how her skills are approved#

Skills the agent writes or changes has two choices:

Pick one and click Save. With Switch on by itself she can also switch skills off and archive active ones, the way a lead agent can.

Rename her#

Type a new Name, up to 60 characters, and click Save. It changes the name on her drafts, notes and skills in this helpdesk. See Haylee, Growth Dept's AI agent.

Unlink Haylee#

1. Click Unlink and confirm.

2. Her keys stop working at once and her account is switched off. Drafts, notes and skills she wrote stay where they are, marked with her name.

After unlinking, Ask Haylee says she is not linked, and the AI Agent overview shows a Link Haylee button to admins. Active skills stay active, because they belong to your helpdesk, not to her.