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
Creating an Assistant
Navigate to Assistants
Go to Settings then AI Assistants.
Create New Assistant
Click Create Assistant to start.
Name and Describe
Give your assistant a name and purpose.
Write Instructions
Define how the assistant should behave.
Attach Knowledge Bases
Connect knowledge bases for reference.
Save and Test
Save and test with sample queries.
Writing Instructions
Instructions define your assistant behavior, capabilities, and constraints.
Example Instructions
You are a sales assistant. Help sales team members:
- Draft personalized outreach emails
- Summarize lead history
- Suggest follow-up actions
- Answer product questions
Guidelines:
- Be professional and friendly
- Keep emails under 200 words
- Reference knowledge base for detailsBest Practices
- Be specific - Define exactly what the assistant should do
- Set tone - Describe the communication style
- Add constraints - List things to avoid
- Provide examples - Show sample outputs
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.
Using Assistants
From Record View
Click the assistant icon when viewing any record. The assistant automatically has context about that record.
Global Chat
Access assistants from anywhere using the command palette or sidebar chat.
In Automations
Use AI actions in automations to generate content dynamically.
Knowledge Base Integration
Connect knowledge bases to give assistants access to your documentation:
- Product documentation
- Company policies
- Pricing information
- FAQ content
Keep Knowledge Current
Regularly update your knowledge bases to ensure assistants have accurate information. Outdated knowledge leads to incorrect responses.
Permissions
Control who can access each assistant:
- All users - Available to everyone in the organization
- Specific roles - Only certain roles can access
- Individual users - Assign to specific users
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
- Set up knowledge bases for your assistants
- Use AI in automations for dynamic content