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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 centralised source of knowledge that can integrate multiple systems, creating a seamless, scalable experience.

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The steps below demonstrate how to add and delete an assistant.

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.

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 [link required].

Deleting an Assistant

  1. Make sure you are on the Assistant page, clicking the left-hand navigation link if required.
  2. Click the ellipsis (three dots) button in the top-right corner of the assistant, followed by Delete.
  3. Click OK to confirm the deletion.

 

Once you've created your assistant, check out the following articles:

 

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