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Configuration: Enable Assistants

Assistants are the functional components of ASSIST. Common assistants include:

Trish Griffin avatar
Written by Trish Griffin
Updated over 3 weeks ago

Enable Assistants

Assistants are the functional components of ASSIST.

Assistants include:

  • Knowledge Guidecard Assistant

  • Evaluation Assistant

  • Notify Assistant

  • Reminder Assistant

  • Protocol Assistant

Step 1: Go to Settings in Assist

From ASSIST, click the user initials on the bottom left. Click “Settings” to open the admin settings.

Step 2: Go to Assistants

Within the Settings page, go to “Assistants” on the left side to configure assistants

Step 3: Add Assistant

When trying to add a new Assistant, click “Add Assistant” in the upper right corner

Step 4: Configure Knowledge Guidecard Assistant

Fill out the desired name of the Guidecard and select Assistant Type = Protocol. It is recommended to name it “Knowledge Guidecard” because it will pull from all Knowledge Guidecards that were uploaded, and will adjust to any future edits made in Knowledge.

Step 5: Go to Edit the Knowledge Guidecard Assistant

Click the pencil icon to view and edit the Knowledge Guidecard Assistant

Step 6: View and edit the Knowledge Guidecard Assistant

Once configured, there should not be much to edit for the protocol itself since all edits should be made within Knowledge. However, admins can edit the Assistant Theme (color) and view the Guidecards that are being used in ASSIST. Note if a Guidecard is available in Knowledge, but not ASSIST, make sure that Guidecard is published within Knowledge.

Step 6.5: View and edit the CAD Integration Settings

Once a protocol is uploaded, the admin should edit the CAD integration settings if they are integrated to their CAD.

  • Approve answers before sending: ASSIST will take each answer that the caller provides, do some AI smoothing of that answer to remove redundancy or irrelevance within that answer, and then send that answer into the CAD notes. Admins can enable the need for call takers to approve any answers before sending into CAD

  • Send answer overrides as CAD notes: Admins can allow overrides to answers to update the CAD comments. For example, if the caller initially says there are no weapons involved, but then say there is a rifle nearby, then the AI would override that answer and could automatically update CAD.

    • Override prefix: Admins can append a prefix to any overrides, which will be automatically prepended to any override that ASSIST sends into CAD

  • Add a prefix to CAD notes for critical questions: Admins can enable a prefix for any answer to a critical question, as defined in Knowledge.

    • Critical question prefix: Admins can append a prefix to any note that answers a critical question, which will be automatically prepended to any critical question’s answer that ASSIST sends into CAD

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