Custom Assistant Configuration
Advanced settings for tailoring assistants to your needs
Overview
Every AI assistant can be customised to better fit your organisation's specific needs. Advanced configuration options let you fine-tune how each manager behaves, what data it accesses, and how it communicates.
Custom Instructions
Add custom instructions to guide your manager's behaviour. For example: 'Always include comparison to previous period in reports', 'Use Australian English spelling', or 'When generating tasks, always assign a priority level'.
Data Source Preferences
Control which connected tools each manager prioritises. A Finance Manager can be configured to pull primarily from Xero, while a Marketing Manager focuses on Google Analytics and HubSpot data.
Communication Style
Adjust the tone and format of responses. You can set preferences for formal vs casual communication, detailed vs summary responses, and whether to include charts and visualisations by default.
Access Controls
Limit which team members can interact with specific managers. This is useful for restricting access to sensitive departments like Finance or Legal to authorised personnel only.
Review and update your custom configurations quarterly to ensure they still align with your evolving business needs.
More in AI Assistants
What Are AI assistants?
How specialised AI agents handle department-specific tasks
Creating a New Assistant
Step-by-step guide to setting up any department assistant
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