AI Assistant Management

AI Assistant Creation

• Instructional Videos
• Details
• Questions
• Activity
• Training Sources
• Connect
• User Access
• Expenses
• News and Releases

Instructional Videos

{{ video.title }}

{{ currentVideoTitle }}

Details

{{ updateAssistantGuide.title }}

Details about the selected AI Assistant.

Assistant Name/Title:

Creation Date:

Company Name:

Contact Name:

Contact Email:

Model: {{ model.name }}

Select Language: {{ language.name}}

Greeting Prompt:

Input Prompt:

Meeting URL:

Selected Plan: Starter Growth Pro

Assistant Appearance

Avatar

Upload a Custom Avatar:

Accepted formats: JPG or PNG. Max size: 2MB. Recommended size: square, minimum 100x100px.

Or Choose an Avatar Face:

Current Avatar Preview:

Select Assistant Main Color:

Assistant Logo:

Accepted formats: JPG or PNG. Max size: 50Kb. Recommended size: square, minimum 50x50px.

Assistant Description:

assistant_created_id:

Behavior and Personality of the Assistant

Select Response Style (Precise vs. Conversational)

Select Assistant Behavior Example Templates {{ behaviorGuide.title }} {{ template.template_name }}

Assistant Instructions (Describe the assistant's capabilities and behavior):

⚠️ Note: You can update the Assistant Instructions at any time. However, keep in mind that these instructions directly affect how the assistant behaves and responds to users.

Update Assistant Details

Delete Assistant

Below, add predefined questions to display on the Assistant.

{{ updatePredefinedQuestionsGuide.title }}

Add Question

Activity Logs

{{ seeActivityLogsGuide.title }}

Please click on button below to download the full conversation report

Select Date Filter: All Today Yesterday Last 7 Days Last 14 Days Last 30 Days

Download Report

Email:

Send Report by Email

{{emailError}}

Please select a Conversation to view the messages below.

{{ data.date }}

{{ data.message }}

{{ data.message }}

Training Sources

{{ trainAssistantGuide.title }}

Training sources for the selected AI Assistant.

Please note: If a file or URL has changed and you’d like the AI Assistant to reflect the new information, you’ll need to remove the outdated file or URL first. Then, upload the updated version or add the new URL, and click Train the Assistant to retrain it with the latest content.

URLs Files Unanswered Question Your Own Questions and Answers Reports

Please note: The AI Assistant can be trained using uploaded Microsoft Word, Excel, PDF, and plain text files. It cannot process images, videos, or audio—even if included within supported documents. Links to external websites or cloud content will not be accessed. You may enter a public website URL for the Assistant to pull content from, but some sites may block access due to bot protection, reCAPTCHA, or dynamic content, which may limit what can be retrieved.

Upload Files to train the assistant.

{{ responseErrorFileMessage }}

{{ responseInfoFileMessage }}

{{ responseUrlToFetchMessage }}

{{ responseUrlToFetchMessage }}

Write A Organization URL to fetch the content to train the assistant:

Add Single URL

Fetch All URLs from Main Domain

Train Assistant With URLs

Training in Progress: Training the AI Assistant has started. This may take a few minutes for small uploads or several hours if you’ve added a large number of files or website URLs. You can safely leave this page. The Assistant will continue training in the background. We’ll notify you by email once it’s complete.

After answering the questions, click the button to train the assistant with the answered questions.

Train Assistant With Answered Questions

Answer Unanswered Questions

All Resolved and Sent Resolved Question Ignored

No questions matching the selected filter.

Question: {{ question.questionMade }}

User Name: {{ question.userName }}

Email: {{ question.userEmail }}

Details: {{ question.userAdditionalDetails }}

Date: {{ new Date(question.questionDate).toLocaleString() }}

Status: Resolved and Sent by Email

Status: Resolved

Status: Question

Status: Ignored

Store Response Send Answer by Email Ignore Question

Previous Next

Your Questions and Answers

Create your own questions and answers to train the assistant.

Add Question

After answering the questions, click the button to train the assistant with the updated questions.

Train Assistant With Updated Questions

Question ID: {{ item.id }}

Question:

Answer:

Save Question Delete Question

Previous Page {{ adminQuestionsCurrentPage }} of {{ adminQuestiontotalPages }} Next

{{ alertMessageDonwloadFilesReport }}

{{ alertMessageDonwloadFilesReport }}

Generate reports on training data, URLs, and response summaries for questions.

Download Training Sources Report Download Training Sources Report PDF Download Answered and Unanswered Questions Report

Connect

{{ useConnectTabGuide.title }}

Assistant AI Sandbox URL:

Open Sandbox

⚠ Warning: Before approving this embed code, please review the Training Sources Report to ensure that the sources used align with the information your AI assistant will share.

Download Training Sources Report PDF

I approve embedding this code on my site ✔ Approved on: {{ embedCodeApprovalDate }}

Toggle to show or hide the embedded AI Assistant ChatBox on your website.

Assistant Script Code: Copy and embed this code on your site

Copy Script Code

New Releases & Updates

Below is the list of new features, updates, and bug fixes for the AI Assistant.

{{ release.title }}

Version: {{ release.version }} | Date: {{ formatDate(release.release_date) }}

Summary: {{ release.summary }}

Details: {{ release.details }}

Type: {{ release.type }}

View Documentation

Send Email

Expenses

Expenses for the selected AI Assistant.

Date Filter: All Today Yesterday Last 7 Days Last 14 Days Last 30 Days

Download Report

User Access To This Assistant

{{ userManagementGuide.title }}

Manage user access to the selected AI Assistant.

Select an Existing User or Create a New One: Add a New User to this Assistant: Choose an Option Create New User {{ user.fullName }}

User Creation

User First Name:

User Last Name:

User Email:

User Name:

User Role: Admin User (Only Can See Activity Logs)

Add User

Users with Access to this Assistant