Quick Start
Last updated
Last updated
Setting up your AI assistant with Aissist is simple! Follow these easy steps to get everything up and running smoothly.
Sign up here by providing your name, email, and password.
Verify your email.
Log in to access your Aissist account.
When you first log in, you’ll be prompted to create a workspace where your AI will be customized to your needs:
Enter your business website.
Describe the main issue you want AI to help with (e.g., product questions, order tracking, returns).
Choose your support channel (e.g., email, chat).
🎯 Tip: Be as specific as possible when describing the issue for better results, but if unsure, you can simply say, "Help answer customer questions."
Once your workspace is created, explore the settings:
Go to Workspace → Basic.
Set your AI’s language, character/personality, greetings, escalation rules, and conversation closing preferences.
Customize how Aissistant responds:
Go to Workspace → Instruction.
In the Instruction tab, give behavior guidelines (e.g., “If unsure, escalate to a human agent.”).
In the Context tab, add key business details (e.g., return policy, office hours).
In the Task tab, define what tasks your AI should perform (e.g., booking appointments, answering order status, collecting sales information, diagnosing vehicle issues).
👉 Instructions here are global and apply to all interactions.
Instead of giving your AI one long instruction set, create Sub Agents for specific tasks.
Example Sub Agents:
Order Tracking: Check shipment status and provide tracking details.
Order Returns: Share your return policy and handle return requests.
Appointment Booking: Schedule customer appointments.
Each Sub Agent can:
Be linked to assets (like policies or FAQs).
Trigger smart actions (like checking orders via API).
Schedule follow-ups automatically.
Assets help Aissistant learn about your business.
You can add:
Domain/Subdomain
Website pages
Google Docs or Sheets
If you have a system with APIs (like Shopify), you can connect actions to allow Aissistant to:
Check order status
Cancel orders
Update customer information
Send invoices
Process refunds
Now it’s time to connect Aissistant to your customer support platform:
Go to Deploy → Gateways.
Click Add Gateway and select your platform (e.g., Front, Gorgias, Intercom, Zendesk, HubSpot Beta, Chatwoot Beta).
Complete the setup to start linking your AI to live conversations!
Before going live:
Use the Simulator to test Aissistant’s responses.
Use the Asset Debugger to check if the right information is being pulled.
Use the Action Debugger to see if smart actions are triggered correctly.
🔍 Testing helps fine-tune everything before your customers interact with the AI
Start your Aissistant in Auto-Draft Mode first (not Auto-Pilot):
Monitor how Aissistant responds via Deploy → Sessions or directly on your platform.
If answers are missing or inaccurate:
Add missing information to assets.
Fix conflicting information using the Asset Debugger.
Refine global instructions or Sub Agent setups.
Important Tips:
✨ Keep global instructions short and clear to avoid hallucinations.
✨ Organize assets carefully (especially URLs and Google Docs) to minimize irrelevant content.
✨ Tailor most detailed scenarios using Sub Agents with contextual instructions.
✨ Integrating smart actions with your information systems (e.g., Shopify)
Even with powerful automation, some queries will still need human help.
We provide built-in Sub Agents like:
sys_human_help: When AI can’t answer due to missing information.
sys_human_follow_up: When a customer’s request needs human intervention.
You can also create your own custom escalation Sub Agents!
Pro Tip: Later, for better accuracy, store detailed scenario-specific instructions inside Sub Agents instead of only in global workspace instructions. Please refer to for more details.
You can also control special behaviors like ignoring spam or stopping interaction after resolving a query. Please refer to for more details.
📚 Assets give Aissistant the knowledge it needs to answer questions correctly. Please refer to for more details.
👉 Please refer to for more details. Follow our if you’re using Shopify!
Please refer to for more details.
Please refer to for more details.
We offer an assets debugger on the Assets page. Here, you can enter keywords or questions, and the debugger will generate a list of relevant information along with its sources. This allows you to confirm the accuracy of the information retrieved. It also enables you to identify and resolve any discrepancies or conflicts within the returned data. Please refer to for more details.
On the Actions page, we've incorporated an Action Debugger. This feature allows you to input a question and verify if it activates a smart action. Whenever an action is initiated, the debugger displays the API's response, and provides a summary of the executed action, detailing the specific actions taken and the parameters employed. Please refer to for more details.
For more detailed information, please refer to .
For more, see Guide.
