Assistants Overview
Configure and deploy AI-powered assistants.
Kantos AI Assistants help you analyze data, draft communications, and get insights from your CRM. Configure custom assistants with specific instructions and knowledge bases for different use cases.
AI-Powered CRM Intelligence
Get instant answers about your data, generate drafts, and accelerate your workflow with AI assistants trained on your business context.
What Assistants Can Do
- Answer Questions — Query your CRM data in natural language
- Draft Communications — Generate email drafts, follow-up messages
- Summarize Records — Get quick overviews of complex records
- Analyze Patterns — Identify trends and insights in your data
- Suggest Actions — Recommend next steps based on context
- Use Knowledge Bases — Reference your company documentation
Assistant Types
Sales Assistant
Help sales reps close deals faster with email drafts, follow-up suggestions, and conversation summaries.
Support Assistant
Help support team resolve tickets with knowledge base lookups, response templates, and similar ticket identification.
Research Assistant
Help with data analysis, pattern identification, and report generation.
Best Practices
- Create focused assistants for specific tasks rather than one general assistant
- Test thoroughly before rolling out to the team
- Gather feedback and iterate on instructions
- Monitor usage to identify improvement opportunities
Next Steps
- Creating Assistants — Step-by-step guide to building your first assistant
- Writing Instructions — Craft effective instructions for better results
- Knowledge Bases — Connect knowledge to your assistants
- Knowledge Base Setup — Create and manage knowledge bases