Assistants

Assistants 101

Assistants are specialized AI helpers configured for your business. Some are general-purpose; others are tailored to a specific team or workflow (support, sales, ops, QA, analysis, writing).

What Are Assistants

Assistants are AI helpers tailored to specific tasks. They use your company’s Knowledge Base, integrations (Slack, HubSpot, Gmail, etc.), and optional Automations to give context-aware answers and perform actions.

How to Use Them

From the Home Screen – Describe a task in the search bar or click an Assistant card
From the Assistants page – Open an Assistant and click Start Chat
From Conversations – Continue an existing conversation or start a new one

Assistant Types (Levels)

Assistants have hierarchical levels that affect how they can delegate:

Expert – Highest level; strategic guidance; can delegate to all lower levels
Manager – Coordination and management; can delegate to Specialist and Worker
Specialist – Domain expertise (e.g., technical support); can delegate to Worker
Worker – Task execution; cannot delegate (lowest level)

Assistant Cards

On the Assistants page, each card shows:

Assistant icon
Name and description
Start Chat button – Begin a conversation
Manage button (Admin only) – Configure the Assistant
Duplicate button (Admin only) – Create a copy

Configuration Tabs (Admin)

When managing an Assistant, you’ll use these tabs:

General – Name, model, instructions, level, suggested questions
Skills – Q&A pairs for specialized knowledge
Data Sources – Knowledge Base documents the Assistant can access
Integrations – External services and internal functions
Automations – Workflows the Assistant can run
Sub Agents – Other Assistants this one can delegate to