Creating a New Assistant
Step-by-step guide to setting up any department assistant
Overview
You can create as many AI assistants as your business needs. Each one operates independently and specialises in its domain.
Step-by-Step Setup
Creating a new manager takes about 30 seconds.
- In the left sidebar, find the 'Departments' section
- Click the '+' button to create a new department
- Select a department type from the available options
- Name your manager (e.g., 'Sarah - Finance' or simply 'Finance Manager')
- Add an optional description to guide the manager's focus
- Click 'Create' and your manager is ready to use
Department Types
Available department types include Finance & Accounting, Marketing & Growth, Sales & Revenue, Human Resources, Legal & Compliance, Operations & Logistics, Customer Support, Product & Engineering, and Executive/General. Each type comes pre-configured with relevant domain knowledge.
Custom Descriptions
Adding a description helps your manager understand your specific needs. For example, a Marketing Manager description might be: 'Focus on our B2B SaaS marketing metrics. We use HubSpot for CRM, Google Analytics for web traffic, and Meta Ads for paid campaigns.'
The more specific your description, the more relevant and accurate the manager's responses will be.
More in AI Assistants
What Are AI assistants?
How specialised AI agents handle department-specific tasks
Finance Manager Guide
Track expenses, generate financial reports, and manage budgets
Marketing Manager Guide
Automate campaign reports, track KPIs, and analyse performance
HR Manager Guide
Manage team tasks, track leave, and streamline HR workflows
Custom Assistant Configuration
Advanced settings for tailoring assistants to your needs