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How to Create an Assistant

Creating an Assistant is quick and easy. Once created, you have taken the first step towards empowering your users with a centralized source of knowledge that can integrate multiple systems, creating a seamless, scalable experience.

Add an Assistant

  1. To add a new assistant, click Assistants from the left-hand navigation followed by the + Add Assistant button.
  2. Enter the name of your assistant followed by a brief description. The assistant name will be visible to users.
  3. Click OK to save.
  4. Once you have created your assistant, please review the following articles:

Please note: Your account credentials will determine how many assistants you are able to create. If you have reached your maximum limit, please contact your account manager or raise a support ticket.

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