The Assistant in Captain is built to help answer customer questions, provide solutions, and assist with product-related issues. It learns from your help center articles and past conversations to give accurate responses. When linked to an inbox, it can handle conversations directly with your customers.
How to create an assistant in Captain?
If you’re using a paid plan on Chatwoot Cloud, you’ll find the Captain menu on the left-hand sidebar. Under this menu, you’ll see options for Assistants, Documents, and FAQs.
Click on Assistants. You will see a page like the one give below.
Click on Create a new Assistant button.
Here are the fields currently available in the form to create an assistant:
| Field Name | Description | Default | Required |
|---|---|---|---|
| Assistant Name | This is the internal name of the assistant | -- | Yes |
| Description | Provide a description of the assistant on what it does. Note: This is not an instruction to the assistant | -- | Yes |
| Product Name | This is important. The assistant is built around the product, having the product name would help it to identify the content gaps and the questiosn from the user | -- | Yes |
| Features: Enable FAQs from resolved conversations | If you enable this option, the Captain Assistant would try to identify the gaps in your help center article and would suggest with new FAQs, refer to FAQ document for more | false | No |
| Features: Capture key details as memories from customer interactions | If enabled, this would try to identify key details from conversations and would save it in the notes | false | No |
Once you’ve entered the details, click Create, and your assistant will be added to your account! You can create multiple assistants to handle different use cases if needed.
How do you connect an assistant to inboxes?
Adding an assistant to your account doesn’t automatically connect it to all the inboxes. You’ll need to manually link each assistant to the relevant inboxes where it’s required. This gives you the flexibility to assign assistants based on specific products, or customer segments.
To connect an assistant, click on the three-dot menu next to the assistant details. From the dropdown, select View Connected Inboxes.
This will take you to a page displaying all the inboxes linked to the assistant. From there, you can manage the connections. Note: Each inbox can only be connected to one assistant at a time.
Click on Connect a New Inbox to see a list of available inboxes. Select an inbox from the list and connect it.
That’s it! The assistant is now live on the inbox. Give it a try—send a message in your chat and see if it responds with the initial greeting. You can deploy the assistant on any available inbox, whether it’s live chat, WhatsApp, Instagram, email, or more.
Great! The assistant has been set up successfully. However, at this stage, it doesn’t have any knowledge about your business and the product. After the initial greeting, the assistant will attempt to transfer the conversation to an agent. To give the assistant context about your product, you can add documents. Learn more about documents in this article.