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AI Assistants

Welcome to the AI Assistants documentation! Think of your AI assistant as a new team member you’re bringing on board. Just like training a new employee, you’ll teach them about your business, show them how to talk to customers, and help them learn your company’s way of doing things.

Dashboard showing your AI assistants

Creating a new assistant is easy with our step-by-step wizard:

  1. Name Your Assistant

    Give your assistant a unique name and choose who can access it (public, private, or contacts-only).

    Step 1: Name your assistant

  2. Define Their Purpose

    Choose from preset roles like Customer Support Agent, Sales Representative, or create a custom role. This shapes how your assistant will behave.

    Step 2: Define their purpose

  3. Add Initial Knowledge

    Point your assistant to your website or upload documents so they can start learning about your business right away.

    Step 3: Add initial knowledge

MyGPTAssistants lets you create your own virtual team members that can:

  • Greet and help customers around the clock, even while you sleep
  • Chat with visitors on your website and social media
  • Learn everything about your business from the materials you share
  • Handle tasks like booking appointments and answering common questions

Interview & Practice Essential

Section titled “Interview & Practice ”

Playground

Think of this as a practice interview room. Test how your assistant handles questions before they meet real customers. It’s a safe space to see their strengths and areas for improvement.

Go to Playground →

Search

Check what your assistant has learned. Ask a question and see if they can find the right answer from their training materials.

Go to Search →

Personality & Style Brand Your Bot

Section titled “Personality & Style ”

Appearance

Dress your assistant for success! Choose colors and styles that match your brand, just like giving them a company uniform.

Go to Appearance →

Settings

Define your assistant’s personality and how they should behave. Are they formal or casual? Helpful or brief? You decide!

Go to Settings →

Training & Skills Core Feature

Section titled “Training & Skills ”

Data Sources

Share your training materials! Upload documents, share website links, connect Google Drive, or type information directly. Everything you share helps your assistant learn about your business.

Go to Data Sources →

Plugins

Give your assistant real abilities: schedule appointments with calendar sync, hand off to human agents, connect your CRM toolkit, or integrate your WordPress site.

Go to Plugins →

Agent Capabilities Advanced

Section titled “Agent Capabilities ”

Agent Framework

Define your assistant’s purpose, capabilities, and guardrails. Set it up as a support agent, sales rep, or proactive scheduler. Control exactly what it can and can’t do.

Agent Framework →

WordPress Plugin

Native WordPress plugin that embeds your chat widget with a shortcode. Full settings panel, widget customizer, and no theme file edits required.

WordPress Plugin →

Deployment & Performance Grow & Track

Section titled “Deployment & Performance ”

Embed

Put your trained assistant to work on your website. Just copy a small piece of code and they’re ready to greet visitors!

Go to Embed →

Integrations

Let your assistant work on Instagram, Telegram, WhatsApp, and other platforms where your customers hang out.

Go to Integrations →

Analytics

Review your assistant’s performance. See how many customers they’ve helped and what questions come up most often.

Go to Analytics →

Conversations

Read through past conversations to see how your assistant is doing. It’s like reviewing their work to ensure quality.

Go to Conversations →