User guide

Get comfortable with the dashboard: activity, limits and credits.

1. 1.Reading the dashboard: usage and activity

1 videos · 0:47

Feed your assistants: Q&A pairs, articles, files, crawled websites, then attach it all to an assistant.

1. 1.Create a knowledge base and read its detail page
2. 2.Add a Q&A pair with a category and a follow-up
3. 3.Write a Markdown article
4. 4.Upload files and follow processing
5. and 7 more

11 videos · 12:25

Put the assistant on your website: create a web chatbot, style it, attach an assistant, paste the embed code and manage several chatbots.

1. 1.Create a web chatbot and set its behaviour
2. 2.Appearance: colour themes, brand colours, Powered by
3. 3.Attach an assistant, allowed domains, embed code and a test chat
4. 4.Pin, clone, edit and delete chatbots

4 videos · 4:51

Create an assistant, write its persona, set rules and Guardian, publish, keyfacts, web search, test before going live and manage the list.

1. 1.Create a new assistant and read the detail page
2. 2.Persona: name, role, personality and system instructions
3. 3.Rules: what the assistant must always and never do
4. 4.Guardian: warn or block sensitive content
5. and 5 more

9 videos · 10:15

Automate one job at a time: AI tasks, meeting bots, conditions, approvals, delivery, templates and run history.

1. 1.Create your first task and run it
2. 2.AI task: write the request and pick tools
3. 3.AI task: only process new records
4. 4.Meeting bot: send the bot into Google Meet
5. and 9 more

13 videos · 13:11

Chain tasks into a process on a graph: parallel steps, branching, approval, real runs, schedules, run history and ready-made templates.

1. 1.What a workflow is and what the Workflow page shows
2. 2.Create a workflow and add the first two tasks
3. 3.The graph: insert between, drag to connect, unlink, undo
4. 4.Run in parallel and merge the results
5. and 8 more

12 videos · 26:34

The blocks assistants use inside a conversation: static messages, links, buttons, forms, webhooks, calendars, commands, user access, and how to attach them to an assistant.

1. 1.What the toolkit is and where assistants use it
2. 2.Static messages: pre-written replies
3. 3.Links the assistant can insert
4. 4.Buttons in chat
5. and 7 more

11 videos · 14:08

Connect Gmail, Google Sheets, Google Calendar, Zoom, Facebook and more so assistants and tasks can act for you: connecting, managing accounts and where connections are used.

1. 1.The Integrations page: app cards and accounts
2. 2.Connecting an app (Google Calendar as the example)
3. 3.Managing connected accounts
4. 4.Where connections are used

4 videos · 6:34

Shared images and videos for the organization: upload, title, copy the public URL and attach them to assistant messages.

1. 1.Uploading and managing files
2. 2.Using media in assistant messages

2 videos · 4:06

Review every customer chat, filter and search, take over from the AI when needed, handle warnings and clean up.

1. 1.Reviewing customer conversations
2. 2.Taking over a conversation from the AI
3. 3.Warnings and cleaning up conversations

3 videos · 5:32

A customer directory built from conversations: the collection switch, plan limits, profiles and the keyfacts assistants ask for.

1. 1.A customer directory built from chat
2. 2.Keyfacts: the assistant collects customer details

2 videos · 3:15

Switch and create organizations, edit details, invite members and assign one of five roles.

1. 1.Organizations: switching, creating, details
2. 2.Inviting members and assigning roles

2 videos · 3:47

The organization's multi-model AI assistant: Q&A, files, web search, acting on Gmail and Facebook, image and video generation, memories, credits.

1. 1.What Chat AI is and what the screen holds
2. 2.Auto or pick a model: GPT, Claude, Gemini, DeepSeek
3. 3.Attaching PDFs, images and long text
4. 4.Web search and sources
5. and 10 more

14 videos · 29:31

Vietnamese legal Q&A in plain language: two modes, cited legal basis, conversation history and how credits are charged.

1. 1.What Legal is and who can use it
2. 2.Your first question in Standard mode
3. 3.Pro mode: comparing several documents
4. 4.Follow-ups, new questions and History
5. and 1 more

5 videos · 7:26

Read plan limits, period quotas and credits; upgrade by VietQR bank transfer; buy extra credits and review payment history.

1. 1.Reading limits: what is left of what
2. 2.Upgrading and paying by bank transfer
3. 3.Buying credits and payment history

3 videos · 5:27