Quick Start

Last updated: May 12, 2026

Set up your first Aissist workspace and go live safely.

This guide covers the shortest path from setup to live conversations.

1

Create a workspace

Sign in and create a workspace for one business function.

Add these basics:

• your website

• the main job for the agent

• the support channel you plan to use

Then go to Workspace → Setting.

We recommend:

• select a response language or enable Auto Language

• give Aissist a name in Identity so it can refer to itself naturally

Greeting, escalation, task, and closing behavior can wait.

Use one workspace per team or workflow, such as support, sales, or a single store.

2

Add global instruction and context

Go to Workspace → Instruction and add behavior rules.

Go to Workspace → Context and add business facts.

Keep global instructions short. Put detailed scenario handling instructions in sub agents.

Continue with Tune Aissist Behavior for deeper guidance.

3

Add assets

Assets give Aissist the knowledge it uses in replies.

You can connect:

• websites

• web pages

• Google Drive files

See Turn Assets into AI.

4

Connect live systems

If you need live data or business actions, add an integration.

Use Integrations to connect systems like Shopify, Supabase, and any RESTful API.

This helps Aissist resolve more issues with live data and real actions.

5

Create sub agents

Use sub agents for distinct workflows, such as order tracking, returns, or booking.

Each sub agent can:

• define trigger scenarios

• add scenario-specific instructions

• use linked assets and actions

• control response or human handoff behavior

See Create Sub Agents.

6

Test before going live

Validate behavior before you enable production traffic.

Use:

• Simulator

• Asset Debugger

• Action Debugger

Fix missing knowledge, conflicting content, and weak instructions before rollout.

7

Deploy the gateway

When Aissist is ready, connect it to your support platform.

Use Deploy Gateway to deploy Aissist into your agent platform.

Roll out safely

Start with a small number of conversations or tickets each day.

Then:

1. monitor live sessions and collect feedback

2. refine assets, instructions, and sub agents

3. gradually increase traffic as results improve

Use Streamline with Human Team to plan handoff and review.