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Assistants are the heart of Invent. Each assistant is an AI-powered agent that can answer questions, perform tasks, and interact with your customers across multiple channels, all automatically. Assistants Overview

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What is an Assistant?

An assistant is your AI customer service agent. It can:
  • Answer questions using your knowledge base
  • Perform actions like booking appointments or sending emails
  • Connect to channels like WhatsApp, Instagram, and your website
  • Remember customers across all conversations
  • Hand off to humans when needed
Think of it as a team member who works 24/7, never takes breaks, and can handle hundreds of conversations simultaneously.

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Creating an Assistant

From your dashboard, click Assistants in the sidebar, then Create Assistant. You’ll initially provide:
  1. Name: The name your assistant will display (customers see this)
  2. Template: A starting template to help you get started (optional)
Create Assistant

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Assistant Configuration

Each assistant has several tabs for configuration:

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Settings

Configuration for your assistant: Basic Configuration
  • Name and Avatar: Your assistant’s identity
  • Model: Choose between different AI models
  • Language: Primary language for responses (Auto detects automatically)
  • Instructions: Detailed guidance on how to respond
Conversation Flow
  • Thread Mode: Determine whether new messages from users continue the existing conversation or start a completely new conversation each time
  • Suggested Messages: Add quick action buttons (up to 5) that users can tap to quickly send common messages
  • Welcome Banner: Custom greeting text displayed when users start a new chat
Privacy & Management
  • Enable Private Chats: Hide conversations from inbox and auto-delete after 24 hours of inactivity
Tools & Capabilities
  • Memories: Let your assistant remember user details across conversations
  • Transfer to Human: Allow the assistant to hand off conversations when needed
  • Spam Protection: Automatically block contacts showing bad behavior or suspicious activity

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Knowledge

What your assistant knows. You can:
  • Upload files, text, or website URLs
  • Link existing global knowledge
  • Set knowledge scope (restricted to this assistant or shared)
Learn more about Knowledge →

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Channels

Where your assistant lives. Connect to:
  • WhatsApp Business
  • Instagram Direct Messages
  • Facebook Messenger
  • Telegram
  • Web Widget
  • And more
Learn more about Channels →

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Actions

What your assistant can do. Add integrations like:
  • Google Calendar (book appointments)
  • Stripe (process payments)
  • Gmail (send emails)
  • And 20+ more integrations
Learn more about Actions →

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Widget

Customize the chat widget for your website:
  • Colors and branding
  • Welcome messages
  • Suggested questions
  • Position and behavior

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The Playground

Every assistant has a Playground, a testing environment where you can chat with your assistant before going live. Use it to:
  • Test new knowledge
  • Verify actions work correctly
  • Refine instructions
  • Debug issues
The Playground appears on the right side of the assistant page. Click “Create Conversation” to start testing.

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Instructions: The Secret to Great Assistants

Instructions tell your assistant how to behave. Good instructions make the difference between a helpful assistant and a frustrating one.

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Example Instructions

You are a friendly customer service assistant for Sunrise Yoga Studio.

Your personality:
- Warm and welcoming
- Knowledgeable about yoga
- Patient with beginners

Your responsibilities:
- Answer questions about classes and schedules
- Help customers book sessions
- Explain membership options
- Handle cancellations and rescheduling

Important rules:
- Never discuss competitor studios
- Always confirm booking details before finalizing
- If unsure about something, offer to connect with a human

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Tips for Writing Instructions

  1. Be specific: “Be helpful” is vague. “Always greet customers by name” is specific.
  2. Define personality: How should your assistant sound? Professional? Casual? Friendly?
  3. Set boundaries: What should your assistant never do or say?
  4. Include examples: Show how to handle common scenarios
  5. Keep it updated: Refine instructions based on real conversations

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Multiple Assistants

You can create multiple assistants for different purposes:
  • Sales Assistant: Handles pre-purchase questions
  • Support Assistant: Helps existing customers
  • Booking Assistant: Focuses on scheduling
Each assistant can have different knowledge, actions, and channels.

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Next Steps

Channels

Connect your assistant to WhatsApp, Instagram, and more

Actions

Give your assistant the ability to perform real tasks