AI Assistants
Creating Assistants
Configure and deploy AI-powered assistants.
Create AI assistants tailored to your team's needs. Each assistant can have unique instructions, knowledge bases, and access permissions.
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 (e.g., "Sales Assistant" for helping reps close deals).
Save and Test
Save and test with sample queries to verify behavior.
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.
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
Assistant Limits
The number of assistants you can create depends on your plan. Free allows 1, Starter allows 3, Professional allows 10, and Enterprise is unlimited. See Plans & Pricing.
Next Steps
- Writing Instructions — Craft effective instructions
- Knowledge Bases — Connect knowledge to assistants
- Assistants Overview — Capabilities and best practices