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Assistants

A customer support specialist and colleague reviewing an assistant setup together in a bright office.

How to create and configure an AI assistant in Connect

Choose what it handles, which information it uses, and how it works with your team.

Two team members organizing reference documents to prepare their assistant’s knowledge.

How to prepare assistant knowledge with topics, questions, and documents

Organize answers and reference material so the assistant can use clear, helpful information.

A specialist speaking with a prospective customer and noting her details for follow-up.

How to test an assistant and configure its functions and lead capture

Validate its answers and decide when it should act, request details, or hand off support.