Translator: Difference between revisions

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You can [[Integrations|integrate]] Planfix with a translator to allow users to communicate with colleagues from other countries and customers in their native language.
Planfix allows the integration of an AI translator, enabling you to communicate with colleagues from other countries and serve customers in their native language.
== Application ==
== Application ==
*'''Expand the customer base'''- serving customers in their native language helps attract customers from different countries and promotes international business expansion.
*'''Expand the customer base'''- serving customers in their native language helps attract customers from different countries and promotes international business expansion.
*'''Multilingual support service'''- multilingual support sets your business apart, enhancing your reputation and attracting customers.
*'''Multilingual support service'''- multilingual support sets your business apart, enhancing your reputation and attracting customers.
==Advanced Features (with AI Translator)==
==Advanced Features (with AI Translator)==
*'''Auto-translation'''- the language is recognized in the customer's first message (you can be change it manually if necessary).
*'''Auto-translation'''- the language is recognized in the customer's first message (you can be change it manually if necessary).
*'''Glossary'''- allows you to set up a dictionary of technical terms to ensure consistent terminology in communication as used in reference and marketing materials.
*'''Glossary'''- allows you to set up a dictionary of technical terms to ensure consistent terminology in communication as used in reference and marketing materials.
*'''Tone of communication'''- for each language, you can define how communication with customers should take place to take their cultural characteristics into account.
*'''Tone of communication'''- for each language, you can define how communication with customers should take place to take their cultural characteristics into account.
==Integration setup==
==Setup==
Go to "Account Management" - "Integrations" - "Translation" and select a translation service. Depending on the data center where your account is located, the following translation services are available
*Go to "Account management" - "Integrations" - "Translation" and activate Planfix AI.  
**Open AI
*Once the translator is activated, configure it as follows:
**Google Translate
*Activate the integration and configure it:
**Specify the necessary parameters to connect to the selected translation service.
**Specify which employees can use the translator.
**Specify which employees can use the translator.
**Activate automatic translation for messages from contacts if required.
**Activate automatic translation for messages from contacts, if needed.
**Add and configure language pairs if required. Setting up language pairs is necessary for fine-tuning translations using the glossary or adjusting the response tone for AI prompts.
**Add and configure language pairs if required. The configuration of language pairs is optional and is mainly used to fine-tune translations with glossaries or to adjust the response tone for AI prompts.
 
==How it works==
==How it works==
Take a look at a comment:
Take a look at a comment:
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*The lower part is the automatic translation into the employee's language.
*The lower part is the automatic translation into the employee's language.


When an employee replies to a customer, they have two special buttons:
When an employee replies to a customer, they have a special button:
 
*The first button automatically translates the message into the customer's language.
*The second button selects the language into which the message will be translated.


https://s.pfx.so/pf/Hl/tW20sJ.jpg
https://s.pfx.so/pf/sC/Cjd85d.jpg


This simplifies the action algorithm for employees:
This simplifies the action algorithm for employees:
Line 47: Line 41:
After clicking the "Translate" button, the comment will look like this:
After clicking the "Translate" button, the comment will look like this:


https://s.pfx.so/pf/18/9R7RX2.jpg
https://s.pfx.so/pf/LP/UN47WM.jpg


And this is what the employee's reply looks like in the comment feed:
And this is what the employee's reply looks like in the comment feed:
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*Auto-translation only works for messages from contacts. If this mode is deactivated, messages are only translated when the employee clicks on the corresponding button:
*Auto-translation only works for messages from contacts. If this mode is deactivated, messages are only translated when the employee clicks on the corresponding button:


https://s.pfx.so/pf/kl/TVL7qz.jpg
https://s.pfx.so/pf/hy/VzQDeb.jpg


*Auto-translation of contact messages works based on the communication language specified in the contact card.
*Auto-translation of contact messages works based on the communication language specified in the contact card.
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==Go To==
==Go To==
*[[Planfix AI]]
*[[Integrations]]
*[[Integrations]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 09:57, 6 January 2025

Planfix allows the integration of an AI translator, enabling you to communicate with colleagues from other countries and serve customers in their native language.

Application

  • Expand the customer base- serving customers in their native language helps attract customers from different countries and promotes international business expansion.
  • Multilingual support service- multilingual support sets your business apart, enhancing your reputation and attracting customers.

Advanced Features (with AI Translator)

  • Auto-translation- the language is recognized in the customer's first message (you can be change it manually if necessary).
  • Glossary- allows you to set up a dictionary of technical terms to ensure consistent terminology in communication as used in reference and marketing materials.
  • Tone of communication- for each language, you can define how communication with customers should take place to take their cultural characteristics into account.

Setup

  • Go to "Account management" - "Integrations" - "Translation" and activate Planfix AI.
  • Once the translator is activated, configure it as follows:
    • Specify which employees can use the translator.
    • Activate automatic translation for messages from contacts, if needed.
    • Add and configure language pairs if required. The configuration of language pairs is optional and is mainly used to fine-tune translations with glossaries or to adjust the response tone for AI prompts.

How it works

Take a look at a comment:

6h1SsX.jpg

It is visually divided into two parts:

  • The upper part is the message in the customer's language.
  • The lower part is the automatic translation into the employee's language.

When an employee replies to a customer, they have a special button:

Cjd85d.jpg

This simplifies the action algorithm for employees:

  • Write a comment.
  • Check the translation language if the communication is multilingual.
  • Click on the "Translate" button and send the message.

After clicking the "Translate" button, the comment will look like this:

UN47WM.jpg

And this is what the employee's reply looks like in the comment feed:

p2Jj9e.jpg

Important! The customer only sees the top part of the comments with messages in their language.

Nuances

  • Auto-translation only works for messages from contacts. If this mode is deactivated, messages are only translated when the employee clicks on the corresponding button:

VzQDeb.jpg

  • Auto-translation of contact messages works based on the communication language specified in the contact card.
  • The communication language of the contact is automatically determined based on the text of the first comment.
  • The translation is not performed if the communication language of the contact matches the expected translation language.

Important

  • Integration with the translator is available from the "Business" plan onwards.


Go To