Your First AI Assistant
Create and configure your first AI assistant
Overview
AI assistants are specialized AI agents that understand specific business domains. Each assistant can answer questions, run analyses, generate reports, and handle tasks related to their department.
Creating an Assistant
To create your first AI assistant, click the '+' button next to 'Departments' in the left sidebar. You'll be prompted to choose a department type and give your assistant a name.
- Click the '+' button next to Departments in the sidebar
- Choose a department type (Finance, Marketing, HR, etc.)
- Give your assistant a name (e.g., 'Finance Assistant')
- Optionally add a description of what this assistant should focus on
- Click 'Create' to activate your new assistant
Choosing the Right Department
Alexia.ai offers several pre-configured department types: Finance, Marketing, Sales, HR, Legal, Operations, and more. Each comes with domain-specific knowledge and capabilities. Choose the one that matches your most immediate business need.
Start with the department where you spend the most time on manual tasks. That's where Alexia.ai will save you the most time.
Your First Conversation
Once created, click on your new assistant in the sidebar to start chatting. Try asking something simple like 'What can you help me with?' to see the full range of capabilities. Then try a real task like 'Create a weekly marketing report template'.
More in Getting Started
Creating Your Account
Sign up with SSO or email and set up your organisation
Dashboard Overview
Navigate the main dashboard, sidebar, and key features
Connecting Your Tools
Link HubSpot, Xero, Google Analytics, and more
Understanding the Onboarding Tour
What each step of the welcome tour covers
Quick Actions
Use the Quick Actions menu to quickly create chats, managers, tasks, goals, and more