Understanding the Setup Tasks
Add Training Content
Provide the information your AI assistant should learn from.
You can train your assistant using:
- Website URLs
- PDF documents
- Word documents
- Business manuals
- Internal documentation
- Product guides
- FAQs
- Knowledge Base files
This information becomes your assistant's knowledge source when answering user questions.
Name Your AI Assistant
Assign a descriptive name to your assistant.
Examples include:
- Customer Support Assistant
- HR Assistant
- Sales Assistant
- IT Help Desk
- Policy Assistant
A clear name makes it easier to manage multiple assistants within your workspace.
Configure AI Responses
Define how your AI assistant behaves during conversations.
You'll be able to configure:
- Response instructions
- Behavior when relevant information is found
- Behavior when no answer is available
- Escalation or human handoff (if configured)
These settings help ensure your assistant responds consistently and aligns with your organization's communication style.