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AI assistant and knowledge
Teaching the assistant your business, deciding what it may do on its own, and reviewing what it did.
Articles in this topic
- Drafting replies with AI in the inboxUse the AI button or the Copilot tab to get a draft of your next reply, check and edit it, then send it yourself.
- Give the AI agent something to answer fromWhat you can add to the knowledge base, how the AI agent uses it, how to write entries it can actually find, and how to keep them current.
- Handover and guardrails: what the AI may do on its ownHow replies differ from actions, the three autonomy levels, every way a conversation passes to a person, and how to take over or switch the AI off for one conversation.
- Set up the AI agent in 15 minutesDescribe your business, give the assistant something to answer from, choose where it works, test it privately, then switch it on — in that order.
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