Assistants

Assistants are ready-made starting points for your bot.

Instead of beginning with a blank setup, you can choose an assistant that already fits the kind of help you want, like inbox support, research, writing, or internal follow-up work.

Why This Matters

Assistants help you get useful results faster because they:

• give your bot a clearer starting role
• suggest the kinds of actions it should focus on
• make setup feel less blank or technical

You can always switch assistants later.

What You Will See In The Dashboard

Inside a bot, open the Assistants tab.

That tab helps you:

• browse the included assistants
• see what each one is good at
• spot whether an assistant needs an extra connection first
• apply an assistant to the bot you already launched

What “Needs A Connection” Means

Some assistants work on their own.

Others need a connected app first, like email, calendars, or another outside service. If that is required, the dashboard will show it before you apply the assistant.

Best Way To Use Assistants

1. Start with the assistant that feels closest to your real use case
2. Test it in browser chat first
3. Adjust your AI setup or add a connection only if you actually need it

Good To Know

• Assistants are included with hosting
• You can change them later
• Browser chat is still the easiest place to test them
• Support can help if you are not sure which assistant to start with