AI Assistants

Create, configure, and manage Business and Personal AI assistants, Knowledge base, AI tools, etc.

AI Assistants Overview

The Platform AI Assistants are intelligent conversational agents that can be customized to help with various tasks and provide information from your knowledge base. You can create personal assistants for individual use or business assistants that can be shared across your organization.

Personal Assistants

Individual AI assistants created by users for their personal use and specific needs.

Business Assistants

Organization-wide AI assistants created by business admins and shared across teams.

Agent Capabilities: AI assistants can answer questions, provide information from uploaded documents, integrate with external systems, and learn from conversations to improve over time.

Agent Creation

Learn how to create new AI assistants, configure their settings, and set up initial knowledge sources.

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Chat Interface

Understand how to interact with your AI assistants through the chat interface and manage conversations.

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Agent Configuration

Configure advanced settings, integrations, and customize your AI assistant's behavior and capabilities.

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Knowledge Base

Manage your assistant's knowledge sources, upload documents, and configure external integrations.

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Basic Settings

Manage fundamental settings like assistant name, URL, and deletion options.

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Usage Analytics

Monitor your AI assistant's performance, track conversations, analyze feedback, and optimize effectiveness through comprehensive usage analytics.

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Advanced Settings

Configure advanced features, permissions, and integrations for your AI assistants.

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Getting Started with AI Assistants

For New Users

•Start by creating your first personal assistant
•Upload documents or connect data sources to build knowledge
•Begin chatting with your assistant to test its capabilities

For Administrators

•Create business assistants for your organization
•Configure integrations with business systems
•Monitor usage and manage assistant permissions

Quick Start Actions

Get started quickly with these common tasks:

Create Agent Manage Knowledge Configure Agent Start Chatting

Best Practices for AI Assistants

Follow these recommendations to get the most out of your AI assistants:

Knowledge Management

•Keep your knowledge base updated with current information
•Organize documents by topic or department for better retrieval
•Use clear, descriptive file names and folder structures

Conversation Optimization

•Provide clear, specific questions for better responses
•Use active learning to improve assistant accuracy
•Review and update conversation starters regularly