クイックスタート
This guide covers every Capacity feature:
- はじめる — Create your account and finish basic setup
- How to Use Answer Engine — Give staff and customers instant answers pulled from your own data sources
- 統合機能の使い方 — Connect the systems and tools your teams already rely on every day
- How to Use Analytics and Insights — Turn support data into actionable insights and informed decisions
- How to Use Conversational AI — Handle complex questions in natural conversation using generative AI
- How to Use Campaigns and Workflows — Automate repeat tasks so people keep their time for their best work
- How to Use Agent Assist and Live Support — Blend AI speed with human expertise on live tickets and chats
- How to Use Virtual Agents — Deflect tickets around the clock without adding contact center headcount
- How to Use AI Assessment — Evaluate where artificial intelligence will save your organization the most time
- How to Use Dev Platform — Build custom AI tools on top of Capacity with open APIs and SDKs
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
I’ve used Capacity for eight months across support and sales teams.
I tested every feature here on live tickets, not demo データ.
I also ran two rival platforms beside it for the same period.
Capacity is a unified CX オートメーション platform for support teams.
Most users only touch the チャットボット and stop there.
This guide shows you how to use capacity features one by one.
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Capacity Tutorial
This How to Use Capacity tutorial walks through every feature, from first login to advanced オートメーション.
容量
Give customers instant answers and give your team back its best work. Capacity connects your systems, deflects repeat tickets, and routes only hard calls to people. Book a demo and see your own data answer questions in minutes.
Getting Started with Capacity
Before any feature works, finish this one-time setup.
約3分かかります。
Here is what the platform looked like during my own rollout:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Your first step is a demo request on the Capacity website.
Enter your work email, company size, and main support channel.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールをお送りします。
ステップ2：ワークスペースにアクセスする
Capacity is web based, so nothing installs on your machines.
It runs on hosted servers, and mobile access uses the same login.
Log in and pick the concierge or knowledge base view.
✓ チェックポイント: メインダッシュボードが表示されるはずです。
Step 3: Connect Your First Data Source
Point Capacity at a help site, shared drive, or PDF folder.
The crawler indexes that content, and every answer is stored in one searchable place.
Explore the source list once the first crawl finishes.
✅ 完了: これで、以下のすべての機能をご利用いただけます。
How to Use Capacity Answer Engine
Answer Engine lets you give staff and customers instant answers pulled from your own data sources.
以下に、その使用方法をステップごとに説明します。
Step 1: Add Your Sources
Open Knowledge, then click Add Source.
Connect your website, wiki, PDFs, and any other content your team keeps.
Step 2: Test a Real Question
タイプA 質問 a customer asked you last week.
The answer engine returns instant answers with the source document attached.
これがその様子です。
✓ チェックポイント: A cited answer appears in under two seconds.
Step 3: Approve or Correct
Mark the answer correct, or edit it inline.
Every correction becomes training data for the next interaction.
Fixing one answer usually fixes the rest of that topic cluster.
✅ 結果: Your team gets instant answers instead of digging through folders.
💡 プロのヒント: Upload your top 50 tickets first, not your whole drive. Accuracy climbs faster with focused data.
How to Use Capacity Integrations
統合 lets you connect the systems and tools your teams already rely on every day.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Integration Library
Go to Settings, then Integrations.
Capacity ships with connectors for Slack, Teams, セールスフォース, ゼンデスク、などなど。
Step 2: Authorize the System
Click Connect and sign in to that platform.
Choose which records the AI agent may read.
これがその様子です。
✓ チェックポイント: The connector shows a green Connected badge.
Step 3: Set the Sync Window
Pick hourly or nightly sync for each system.
Fresh data sources keep answers current.
✅ 結果: Your systems and tools now feed one shared brain.
💡 プロのヒント: Give each integration read-only access first. Widen permissions after two weeks of clean logs.
How to Use Capacity Analytics and Insights
分析と洞察 lets you turn support data into actionable insights and informed decisions.
以下に、その使用方法をステップごとに説明します。
Step 1: Open the Insights Tab
Insights sits in the left sidebar.
Pick a date range that covers a full billing cycle.
AI models analyze historical and real-time data as the page loads.
Step 2: Read the Deflection Report
This report shows answered, escalated, and abandoned conversations.
Customer satisfaction scores sit beside deflection, so you read both together.
Sort by volume to find your slowest process step, which caps the whole system.
AI detects bottleneck trends earlier than a weekly manual review does.
これがその様子です。
✓ チェックポイント: Deflection rate and average handle time both display.
Step 3: Export for Capacity Planning
Export the CSV and pair it with staffing hours.
Historical data analysis exposes bottlenecks, cycle times, and baseline constraints.
Good capacity planning tells you whether a team can take new projects.
✅ 結果: You have actionable insights that support informed decisions.
💡 プロのヒント: Track several KPIs together. One metric alone hides where resource utilization really breaks down.
How to Use Capacity Conversational AI
会話型AI lets you handle complex questions in natural conversation using generative AI.
以下に、その使用方法をステップごとに説明します。
Step 1: Choose Your AI Models
Open the AI settings panel.
Capacity lets you pick between generative AI models per use case.
Step 2: Set Tone and Guardrails
Write three rules the bot must never break.
Add fallback 文章 for complex questions it cannot answer.
これがその様子です。
✓ チェックポイント: The bot answers in your brand 声 and cites a source.
Step 3: Run a Test Conversation
Chat with the bot as a customer would.
Watch how it keeps context across the whole conversation.
✅ 結果: Customers get natural replies instead of rigid menu trees.
💡 プロのヒント: Keep answers under 60 words. AI can speed up decision making, but keep humans on refunds.
How to Use Capacity Campaigns and Workflows
Campaigns and Workflows lets you automate repeat tasks so people keep their time for their best work.
以下に、その使用方法をステップごとに説明します。
Step 1: Pick a Repeating Task
Choose something your team does daily, like password resets.
Automating tasks raises throughput per labor hour.
ステップ2：ワークフローの構築
Drag trigger, condition, and action blocks onto the canvas.
Each branch keeps its own structure and approval step.
Resource allocation assigns named people or tools to every task.
これがその様子です。
✓ チェックポイント: The workflow log shows completed runs with no errors.
ステップ3：起動して視聴する
Turn the workflow on for one team first.
Review the run log after 24 hours.
✅ 結果: Repeat requests close themselves while your team does its best work.
💡 プロのヒント: Balance workloads across shifts. Automation should smooth spikes, not create idle periods elsewhere.
How to Use Capacity Agent Assist and Live Support
Agent Assist and Live Support lets you blend AI speed with human expertise on live tickets and chats.
以下に、その使用方法をステップごとに説明します。
Step 1: Enable the Agent Sidebar
Switch on Agent Assist inside your helpdesk.
The sidebar suggests answers while your agent types.
Step 2: Use Suggested Replies
Click a suggestion to drop it into the reply box.
Edit it so human expertise still shows through.
これがその様子です。
✓ チェックポイント: Suggestions appear within a second of the customer message.
Step 3: Escalate With Full Context
Hand off to a specialist with one click.
The transcript, account data, and past tickets 旅行 それと共に。
Routing matches skills to tasks, so nobody sits idle while others drown.
✅ 結果: Agents answer faster without losing the personal touch customers want.
💡 プロのヒント: Coach agents to edit one line in every suggestion. Pure copy-paste flattens customer experience fast.
How to Use Capacity Virtual Agents
Virtual Agents lets you deflect tickets around the clock without adding contact center headcount.
以下に、その使用方法をステップごとに説明します。
Step 1: Pick an Agent Type
Each AI agent is a specialist. Meet Capacity’s Voice AI agents, chat agents, and email agents.
Choose the channel where your contact center hurts most.
Step 2: Assign Its Scope
Give the agent three to five job types only.
Narrow scope raises accuracy and deflects tickets more reliably.
これがその様子です。
✓ チェックポイント: The agent handles a full request with no human touch.
Step 3: Publish to a Channel
Publish to your website widget, phone line, or Slack.
Start with 20% of traffic before going wider.
✅ 結果: Round-the-clock coverage without adding headcount or overtime costs.
💡 プロのヒント: Give voice agents a two-second pause before speaking. Callers hang up on bots that answer too fast.
How to Use Capacity AI Assessment
AI Assessment lets you evaluate where artificial intelligence will save your organization the most time.
以下に、その使用方法をステップごとに説明します。
Step 1: Start the Assessment
Open AI Assessment from the main menu.
Answer questions about volume, channels, and current tools.
Step 2: Review the Score
Capacity scores where artificial intelligence will help your organization first.
The report ranks use cases by hours saved.
これら AIツール enhance forecasting accuracy when your inputs stay current.
これがその様子です。
✓ チェックポイント: A ranked readiness report opens in your browser.
Step 3: Plan Your Rollout
Pick the top two use cases and set clear metrics.
Define theoretical, effective, and actual capacity before you start.
✅ 結果: You know exactly where AI powered automation pays back first.
💡 プロのヒント: Book training time with the report. Roughly 66% of marketers still lack any AI training.
How to Use Capacity Dev Platform
Dev Platform lets you build custom AI tools on top of Capacity with open APIs and SDKs.
以下に、その使用方法をステップごとに説明します。
ステップ1：APIキーを生成する
Go to Developer, then API Keys.
Copy the key into your environment file.
Step 2: Call the Answer Endpoint
Send a question and get a JSON answer back.
One example call is enough to test your setup.
これがその様子です。
✓ チェックポイント: Your test call returns a 200 response with an answer.
Step 3: Ship a Custom AI Tool
Wrap the endpoint in your own app or internal portal.
Webhooks push events to whatever you build next.
✅ 結果: Custom AI tools that run on the same knowledge your agents use.
💡 プロのヒント: Cache frequent answers on your side. It cuts API costs and speeds up your app noticeably.
Capacity Pro Tips and Shortcuts
After eight months of daily use, these are the tips I share most.
Small habits here add real efficiency across a full week.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| Open universal search | Ctrl + K |
| メッセージを送信 | 入力 |
| New line in reply | Shift + Enter |
| Jump to Insights | G、それから私は |
ほとんどの人が見逃す隠れた機能
- Confidence threshold: Raise it in AI settings so weak answers route to a human instead.
- Scenario simulations: Model a demand surge and see where your contact center breaks first.
- Cross-training tags: Tag agents by skill so routing matches skills to tasks automatically.
- Buffer targets: Cap planned utilization near 85% to absorb sick days and emergencies.
- 自律型 decision cycles: Let an AI agent close low-risk tickets end to end, with weekly audits.
- Continuous 監査: Update your capacity model monthly as volume, staffing, and channels shift.
Capacity Common Mistakes to Avoid
Mistake #1: Feeding It Stale Data
❌ 間違い: Connecting an old wiki nobody has touched in two years.
✅ 右: Audit sources monthly. AI only works on reliable, updated data.
Mistake #2: Planning for 100% Utilization
❌ 間違い: Booking every agent hour and expecting the queue to hold.
✅ 右: Keep targets under 100%. Buffer capacity prevents burnout and delays.
Mistake #3: Launching Everywhere at Once
❌ 間違い: Publishing virtual agents on every channel on day one.
✅ 右: Launch one channel, read the feedback, then expand with proof.
Capacity Troubleshooting
Problem: The Bot Returns Wrong Answers
原因： Two documents contradict each other in your indexed data.
修理： Open the answer, check both sources, and archive the outdated one.
Problem: A Workflow Stops Mid-Run
原因： An expired integration token, shown by a red alert icon on the card.
修理： Reconnect that integration in Settings, then re-run the failed step.
Problem: Slow Response at Peak Hours
原因： Too many live sources being queried in one moment.
修理： Move rarely used sources to nightly sync to free up processing space.
Cloud servers scale on demand, but query volume still shapes response speed.
📌 注記： If none of these fix your issue, contact Capacity support.
容量とは何ですか？
容量 is a unified CX automation platform for support and operations teams.
Think of it as one front door for every question your organization gets.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 回答エンジン: Give staff and customers instant answers pulled from your own data sources
- 統合: Connect the systems and tools your teams already rely on every day
- 分析と洞察: Turn support data into actionable insights and informed decisions
- 会話型AI: Handle complex questions in natural conversation using generative AI
- Campaigns and Workflows: Automate repeat tasks so people keep their time for their best work
- Agent Assist and Live Support: Blend AI speed with human expertise on live tickets and chats
- Virtual Agents: Deflect tickets around the clock without adding contact center headcount
- AI Assessment: Evaluate where artificial intelligence will save your organization the most time
- Dev Platform: Build custom AI tools on top of Capacity with open APIs and SDKs
The benefits land fastest in teams drowning in the same repeat questions.
Answers stay consistent whether a customer asks at 9am or midnight.
Measuring capacity keeps you ミーティング customer demand without wasting resources.
The cycle is simple: measure, forecast, then keep improving.
詳細なレビューについては、こちらをご覧ください。 Capacity review.
容量料金
Here’s what Capacity costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| All plans | 詳細な料金についてはお問い合わせください。 | Teams that want a quote matched to volume and channels |
無料トライアル: No public trial — Capacity runs a guided demo instead.
返金保証: Not published, so ask during your demo call.
💰 最もお得な価格: Quote-based pricing — bring your ticket volume to the demo call.
容量と代替案
How does Capacity compare? Here is the competitive landscape:
Each of these platforms has clear advantages depending on your channel mix.
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| 容量 | All-in-one CX automation | カスタム | ⭐ 4.6 |
| ゼンデスク | Large contact center teams | エージェント1人あたり月額55ドルから | ⭐ 4.3 |
| Intercom（金融AIエージェント） | Pay-per-resolution AI | From $0.99/resolution | ⭐ 4.5 |
| フレッシュデスク | 予算を重視するチーム | From $15/agent/mo | ⭐ 4.4 |
| 先見性 | Ticket triage and routing | カスタム | ⭐ 4.3 |
| エイダ | Multilingual self-service | カスタム | ⭐ 4.4 |
おすすめ商品：
- 総合ベスト： Capacity — one platform for answers, workflows, and voice.
- ベスト予算： Freshdesk — lowest entry price for small support teams.
- 初心者におすすめ： Intercom (Fin AI Agent) — fastest setup with clear per-resolution costs.
- Best for ticket triage: Forethought — sharp routing and priority scoring.
🎯 容量の代替案
容量に関する代替案をお探しですか？主な選択肢は以下のとおりです。
- 🏢 ゼンデスク: 深い 報告 and mature routing for enterprise contact center operations at scale.
- 🧠 Intercom（金融AIエージェント）： Strong generative AI replies billed per resolved conversation, not per seat.
- 💰 フレッシュデスク: Affordable ticketing with solid automation for 中小企業 watching costs closely.
- 🎯 先見性： Specialized AI triage that predicts intent and routes tickets to the right agent.
- 🌍 エイダ： No-code virtual agents in dozens of languages for global self-service.
全リストについては、こちらをご覧ください。 Capacity alternatives ガイド。
⚔️ 容量比較
Here is how Capacity stacks up against each competitor:
- CapacityとZendeskの比較： Zendesk wins on reporting depth. Capacity wins on knowledge search and voice automation.
- Capacity vs Intercom (Fin AI Agent): Fin is simpler to launch. Capacity handles internal teams too, not just customers.
- CapacityとFreshdeskの比較： Freshdesk costs less. Capacity brings stronger AI models and document search.
- 能力 vs. 先見性： Forethought excels at triage. Capacity covers the whole journey from answer to workflow.
- キャパシティ対エイダ： Ada leads on languages. Capacity leads on internal knowledge and developer access.
Start Using Capacity Now
Key takeaways: you learned how to use every major Capacity feature.
- ✅ Answer Engine
- ✅ 連携機能
- ✅ Analytics and Insights
- ✅ Conversational AI
- ✅ Campaigns and Workflows
- ✅ Agent Assist and Live Support
- ✅ Virtual Agents
- ✅ AI Assessment
- ✅ Dev Platform
次のステップ: pick one feature and try it today.
Most people start with the Answer Engine.
5分もかかりません。
よくある質問
AIにおける30%ルールとは何ですか？
It is a rough planning guide: expect AI to handle about 30% of repeat requests at launch. Deflection climbs as your data sources improve.
おすすめのAIチュートリアルは何ですか？
Start with vendor academies like Capacity University, then free courses from Google Cloud AI Platform. Hands-on practice on real tickets beats video theory.
What is AI capacity?
AI capacity is how much work your AI tools can process in a set period. It depends on models, servers, and available data.
What are the 7 levels of AI?
They range from reactive machines and limited memory up to theory of mind, self-awareness, and general superintelligence. Most 仕事 AI sits in the first two levels.
How to use AI in 容量?
Use AI models to forecast demand, match skills to tasks, and flag bottlenecks 早い. Keep a human reviewing every automated decision.
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