Which Type Should I Pick?

What Each Type Includes

• Public Assistants: Chat, Threads (admin), Contents, Forms (admin), Settings (admin), Embed.
• Knowledge Base: Chat, Threads (admin), Contents, Settings (admin).
• Contract Assistants: Chat, Templates, Contracts, Contents, Settings (admin).

Creating an Assistant

From a Template

1. Click Add Assistant on the dashboard.
2. Select the assistant type (Public, Knowledge Base, or Contract).
3. Browse the available templates. Each template includes a pre-configured name, icon, description, guidelines, starter questions, and optionally lead capture forms.
4. Select a template and enter a name (2--30 characters).
5. Click Create Assistant.

Templates give you a head start. You can customize everything afterward in Settings.

From Scratch

1. Click Add Assistant on the dashboard.
2. Select the assistant type.
3. Choose Create from scratch.
4. Enter a name (2--30 characters).
5. Click Create Assistant.

Settings: Name and Icon

Open your assistant's Settings page from the sidebar.

• Icon -- Click the icon to choose an emoji or upload a custom image (PNG, JPG, or SVG, max 2 MB). The emoji picker lets you search by keyword. Shown in the dashboard, sidebar, chat header, and embedded widget.
• Name -- The display name (2--30 characters). This is shown to visitors in the chat header.
• Type -- Read-only. Shows whether this is a Public, Knowledge Base, or Contract assistant.
• Template -- Read-only. Shows which template was used, if any.
• ID -- The unique identifier for this assistant. Used when embedding on your website.

Click Save Settings after making changes.

Settings: About

Describes your assistant's purpose and capabilities. This text is used as context for the AI, helping it understand its role.

Write a clear description of what your assistant should do. For example:

Settings: Guidelines

Custom instructions that control how your assistant behaves, what tone it uses, and what boundaries it should respect. These are injected as system-level instructions for the AI.

Examples of useful guidelines:

• "Always be polite and professional."
• "Never discuss competitor products."
• "If you don't know the answer, suggest the visitor contact support@example.com."
• "Keep answers concise -- no more than 3 paragraphs."

Settings: Greeting Message

The first message shown when a visitor starts a new conversation. It sets the tone and tells visitors what the assistant can help with.

• Maximum 500 characters.
• Default: "Hi, how can I assist you?"
• Shown at the top of every new chat thread.

Settings: Starter Questions

Clickable buttons below the greeting message. They help visitors get started without having to think of a question.

• Add up to 5 questions.
• Two types:
  • Regular questions -- Simple text that the visitor clicks to ask.
  • Lead capture questions -- Linked to a lead form. Clicking triggers the lead capture flow.
• Drag to reorder them.

Settings: Smart Questions

AI-generated follow-up suggestions that appear after each assistant response.

• Enable or disable per assistant with a toggle.
• When enabled, 2--3 contextual follow-up questions appear as clickable buttons below each AI response.
• Smart questions can also suggest lead capture CTAs when they detect relevant visitor intent.

Learn more in Chat Features.

Settings: Content Sources

Link other assistants' knowledge bases to this assistant so it can search across multiple knowledge bases.

• Add a linked assistant to let this one access its content during conversations.
• Remove linked assistants to restrict the knowledge scope.
• Both assistants must belong to the same organization.

Useful when multiple assistants share common knowledge. For example, a general FAQ assistant and a product-specific assistant can both draw from the same base.

Settings: Danger Zone

At the bottom of the Settings page:

• Delete Assistant -- Permanently removes the assistant and all its data (content, threads, leads, forms).
• A confirmation dialog requires you to confirm the action.
• You must have at least one assistant -- the delete button is disabled if this is your only one.

Managing from the Dashboard

Each assistant card on the dashboard provides quick actions via the three-dot context menu:

• Chat -- Open the chat interface.
• Contents -- Go to the content library.
• Forms -- Go to lead capture forms (public assistants only).
• Settings -- Open assistant settings.
• Embed -- Get the embed code (public assistants only).
• Delete -- Delete the assistant.

On desktop, clicking a card expands an inline chat preview directly below it. On mobile, tapping a card navigates to the full assistant page.

Switching Between Assistants

In the sidebar, a dropdown at the top lets you switch between assistants without returning to the dashboard. It shows all assistants in the current organization with their icons.

Roles and Access

See Team and Billing for full details on roles.

Next Steps

• Add content to make your assistant smarter.
• Set up lead capture for public assistants.
• Upload templates for contract assistants.
• Embed on your website when you're ready to go live.