The setup assistant helps you fill in your business details and set up AI employees in an ordinary conversation. Write what needs to be done, or attach a document. The assistant prepares changes, and you decide which of them to apply.
Where to find it
In the top menu, click “Setup assistant”. The assistant takes into account where you opened it from: from an AI employee's page, it goes straight to work on that employee.
You can also open the assistant with these buttons:
- “Configure with assistant” — in the test chat settings and on the module cards in the “Modules” section;
- “Discuss fix with assistant” — on the answer correction page;
- “Add to knowledge base with the assistant” — in the “Website” block of the knowledge base.
What the assistant can do
- Fill in business information: description, services and products, addresses, opening hours, team.
- Create an AI employee: name, role, tasks, tone and capabilities.
- Change the settings of an existing AI employee, for example the answer style.
- Go through uploaded documents and collected website text and suggest information from them.
- Help set up modules: service bookings, accommodation and support requests.
How to work with the assistant
- Type a message in the field at the bottom. For example: “Our opening hours have changed: we are now open from 10:00 to 20:00” (Our opening hours have changed: now from 10:00 to 20:00).
- Wait for the reply. If the assistant is missing something, it will ask a question.
- When the assistant has prepared changes, a “Make changes: …?” card with a list of changes appears in the conversation.
- Clear the checkboxes next to changes you do not need and click “Apply”. To turn down all changes, click “Skip”.
If there are more than three changes, the card shows only the first two. Click the “Expand” button with the number of remaining changes — the full list opens with a “Select all changes” checkbox. Select what you need and click “Apply” in that window. Unselected changes will be skipped.
After you decide, the card shows how many changes were applied and how many were skipped. Details open from the “Decision details” link.
How to create an AI employee
- Tell the assistant what kind of employee you need: what it will do and how it should talk to customers.
- On the right, a card for the future employee fills in: name, role, tasks, tone and capabilities.
- When everything is ready, a card with the “Accept” button appears in the conversation. If no name is set, enter it in the “Employee name” field.
- Click “Accept”.
Connecting to customers is a separate step after creation. First check the answers in the test chat.
How to upload documents in the conversation
- Click “+” next to the message field.
- Click “Select files” and select one to five files of up to 10 MB.
- Click “Process documents”.
The assistant shows how processing is going. When it finds information, it offers to add it with the card “Apply these changes to the business?”. Documents belong to the whole business: if the assistant is currently setting up an employee, it will ask you to switch to the business data first. For details on formats, see Uploading documents.
Information panel
To the right of the conversation is the “Business in brief” panel. It holds only data that has already been applied: what the business does, services and products, addresses, opening hours and team. The full list opens from the “Open business data” link.
When the assistant is setting up an employee, the panel shows that employee's card with the “Test replies” and “Open employee” links.
On a phone, you switch between the conversation and the panel with the “Conversation” and “Business data” tabs.
How to start a new conversation
- Click “New dialogue” above the chat.
- Click “Get started”.
The conversation is cleared for everyone who works with the assistant in this business, and the assistant starts from a clean slate. Business information and AI employee settings are kept. If the assistant was setting up an employee, the new conversation continues with that employee.
If the conversation still has changes that you have neither applied nor skipped, decide on them first.
Good to know
- Nothing changes without your decision: information and settings change only after “Apply”, and an employee is created only after “Accept”.
- Review each suggestion before applying it.
- The conversation history is saved until you start a new conversation. Earlier messages open from the “Earlier” link at the start of the chat, and “Latest messages” takes you back to the end of the conversation.
- The business Owner and Administrator can work with the assistant.