AI Assistant Management

AI Assistant Creation

• 🎥 Videos
• 📄 Details
• ❓ Questions
• 🧩 Additional Features
• 📚 Training
• 👥 Users
• 🔗 Connect
• 📊 Activity
• 📰 News
• 💰 Costs
• ⚙️ Settings

Instructional Videos

{{ video.title }}

{{ currentVideoTitle }}

Details

{{ updateAssistantGuide.title }}

Details about the selected AI Assistant.

Assistant Name:

Assistant Title:

Creation Date:

Created From:

Created By:

Company Name:

Selected Plan: Please select a plan Free Trial Starter Pro Enterprise

Organization Type: Select your organization type Accounting & Finance Agriculture Automotive Construction Consulting Corporation E-commerce Education Energy & Utilities Entertainment & Media Environmental Organization Freelancer Government Healthcare Hospitality & Travel Human Resources Insurance Legal Services Manufacturing Marketing & Advertising Nonprofit Real Estate Retail Small Business Software / IT Startup Transportation & Logistics Other

Purpose for the Assistant: Select the purpose Web Assistant Customer Support HR Assistant Intranet Assistant Internal Knowledge Base Lead Generation Legal Assistant Marketing/Social Media Personal Assistant Sales Assistant Training/Onboarding Custom

Custom use case:

Contact Name:

Contact Email:

Model (Price per 1K tokens): {{ model.name }} (Input: {{ model.pricePromptPer1000Tokens }}, Output: {{ model.priceCompletionPer1000Tokens }})

Select Language: {{ language.name}}

Greeting Prompt:

Input Prompt:

Meeting URL:

Display "Download Last Answer as DOCX" Button? Yes No

Choose "Yes" to allow users to download the assistant's most recent answer as a Word document.

Display "Input Document" Button in Assistant Chatbox? Yes No

Choose "Yes" to allow users to upload a document as input in the chatbox.

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

Response Format (Only For Super Admin): Text JSON Object

Download Email Log Report Xlsx

Download Email Log Report On PDF

Temporary button Train Assistant with Replied Emails See Document

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

Additional Features

❓ FAQ Builder 📝 Output Document

Generate Website-Based Questions and Answers

{{ webFaqGuide.title }}

Automatically create a list of natural questions your website visitors are likely to ask, based entirely on your existing content. Each question includes a suggested answer written in your organization’s voice that you can review, edit, or remove before uploading to train your Assistant.

FAQs Generation

Generate Suggested FAQs Document

Review, Edit, and Upload to Train Your AI Assistant The following questions and draft answers were generated from a full review of your website content. They reflect what real users might naturally ask when exploring your site.

Please review carefully, edit for accuracy, and then upload the final document in the Training tab. Download FAQs Document

Output Document Generator

Set up your document generation options below

Document Format: Word Document (.docx) PDF Document (.pdf) Markdown File (.md)

{{ outputDocLoading ? 'Generating...' : 'Generate Document' }}

{{ outputDocError }}

Download Generated Document

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 Xlsx Report Download PDF Report

Email:

Send Report by Email

{{emailError}}

Please select a Conversation to view the messages below.

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 Progress Summary:

Refresh Training Progress

Scrape: {{ status.scraping_status.replaceAll('_', ' ') }}

{{ status.total }} URL{{ status.total > 1 ? 's' : '' }}

Training: {{ formatTrainingStatus(status.assistant_training_status) }}

Clear Filter

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.

Start scrape, training, upload document now Only SuperAdmin

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

Additional Secure Parameter for Sandbox URL:

This parameter will be appended to the Sandbox URL for enhanced security.

Update Sandbox URL

⚠ 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

Settings

Update your Password

Update Your Password

Current Password:

Current password is required.

New Password:

Please provide a new password (min 8 characters).

Passwords match Passwords do not match

Confirm New Password:

Please confirm your new password.

Update Password

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