Create Your Assista Account
To begin using Assista, you need to create an account. Follow these steps:
- Sign Up: Go to Assista Sign Up to create a new account. If you already have an account, simply sign in at Assista Sign In.
- Fill Out Account Details: Provide the necessary information such as your name, email, and password.
- Agree to Terms: Make sure to read and agree to the terms of service and privacy policy.
Upload Your Knowledge Base
Your knowledge base is crucial as it acts as the memory for your AI Assistant. Here’s how to set it up:
- Select Your Files: Upload documents in formats like PDF, DOCX, CSV, or TXT. You can also use a tool to scrape content from your website.
- Upload Files: Follow the prompts to upload your files to Assista.
- Organize Your Knowledge Base: Once uploaded, organize your documents as needed to make them easily accessible.
Connect Your First Apps
To enhance your experience, connect Assista with your productivity tools:
- Assista Email: By default, you’ll have Assista Email enabled. Use it to send emails with assistance from your branded AI.
- Connect More Tools: Feel free to connect other tools you prefer, such as Gmail, Google Calendar, Notion, HubSpot, or LinkedIn.
- Integration: Follow the on-screen instructions to properly integrate each application.
Start Using Assista
Once you've set up your account, uploaded your knowledge base, and connected your apps, you're ready to start:
- Explore Assista: Familiarize yourself with the interface and features.
- Ask Questions: Use your knowledge base to ask questions related to your documents, like procedures and offers.
- Perform Actions: Utilize the content from your knowledge base to quickly send emails or create new pages.
Congratulations, you're all set up! Start exploring how Assista can streamline your workflow and increase your productivity. If you have any questions or need further assistance, don't hesitate to reach out to our support team.
