Internal (knowledge) assistant

The internal assistant isn't for visitors — it's for your own team. It works as an internal knowledge base, answering from the policies, process docs and onboarding material you upload, so colleagues find what they need in seconds. You pick the type when you create the assistant — it can't be changed later.

On this page

What it's for

Typical uses: an internal knowledge base, team FAQ, onboarding and training material, policies, technical documentation. Colleagues chat with it from the dashboard while signed in — visitors can't reach it.

How it differs from public

CapabilityInternal assistant
Private conversations per teammateYes
File upload in chat (PDF, DOCX, TXT…)Yes
Answers from general AI knowledge too (not only your content)Yes
Embeddable on a websiteNo
Lead captureNo
An internal assistant's knowledge base is built just like any other — see Building Knowledge. For chat behaviour (file upload, conversation history), see Chat Features.

Setup

  1. Create an assistant and choose the Knowledge base (internal) type.
  2. Upload content (policies, docs) to the knowledge base.
  3. Set its role and guidelines as described on the Managing Assistants page.
  4. Invite teammates to your organization — they can start using it right away.