How to setup your AI assistant

To set up your AI assistant, access account settings, edit the personal assistant, and add data to its knowledge base using various formats like PDFs and DOCX. After uploading knowledge, you can generate screening questions and create workflows in AI studios to manage responses.

By Kris Oei

Setting up your AI assistant

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View video here.

Step by step

  1. Go to your account settings located in the bottom left of your screen:
  2. Click the Edit Personal Assistant drop down
  3. Click Edit Knowledge to add data to your assistants knowledge base this will be like the memory of your assistant and where it pulls information from.
  4. Once you have uploaded knowledge there you can generate screening questions to ask people and gather information on them.
  5. Finally, you have access to AI studios where you can create work flows to control how your assistant responds to things.