👤 For super admins and admins
🔐 Available for the Enterprise plan
🎯 For those who want an assistant available for their team 24/7
⏩ Content Summary:
Interact with intelligent assistants, always ready to answer your questions and provide personalized support 24/7. A simple way to save time!
magine an AI assistant equipped with your company's context, acting as a knowledge guardian. It can centralize information from various internal documents and organizational policies.
The AI Assistant is a chatbot that provides quick and accurate answers when employees have questions or need specific guidance about an existing process. This not only saves valuable time but also ensures that everyone has access to essential knowledge, increasing efficiency and cohesion across the company.
Additionally, this chatbot offers a feature that allows employees to automatically generate requests in different pipelines. This simplifies the request process and speeds up responses and solutions to employees' needs.
In a dynamic work environment, this feature is a valuable ally in keeping operations uninterrupted and maximizing performance. If the requester needs to check or update the status of their requests, the Assistant is the ideal tool for providing this support.
✨ Get inspired and create an AI Assistant for:
Finance
Explain your company’s internal reimbursement policy, detailing eligible items and deadlines for requests, while also assisting in creating reimbursement requests.
HR
Answer questions about company benefits and facilitate employee vacation requests.
IT
Set up quick responses, direct users to solutions, generate support tickets, and send status notifications—saving time and providing agile assistance.
Sales/Customer Assistant
Your AI Assistant can act as an intelligent assistant to answer questions about purchase orders, return policies, and assist salespeople without needing to search for status updates and information in documents or pipelines.
Creating Your First AI Assistant
To access the Assistant, click on your company name or profile image in the upper right corner.
Then, click on AI Assistants and select Create Assistant. Give your AI Assistant a name and click Create Assistant.
Settings Overview
General
First, customize the name, welcome message (which appears at the start of conversations), and custom instructions. You can specify the conversation tone, level of detail, and the type of information you want in the AI responses. Feel free to add any additional details your AI Assistant should consider.
Skills
In the Skills tab, you will select the data source for your assistant—where it will extract all its information.
Train it with relevant data and allow the Assistant to learn and perform actions based on this data. You can train your AI Assistant using internal documents, pipelines, and interfaces.
Provide clear descriptions for each skill to indicate when the AI Assistant should use them, but keep them concise so it can efficiently evaluate which skill is best suited for the question/request received. Create clear and direct descriptions, such as:
Data Lookup Skill: "Use this skill to find open job positions and inform users about them."
Document Access Skill: "Use this document for employee questions regarding vacations at Company X."
Pipe Form Access Skill: "Use this link when people ask how to request reimbursement. Do not create reimbursements conversationally—just send the link!"
💡 Tip: You can add multiple knowledge sources for your Assistant. Currently, you can use:
Pipe Form Access: Use this skill when the Assistant needs to open a request conversationally or send the form link. If the form includes advanced fields like attachments or connections, it is advisable to configure only the link option. Examples: opening a vacation request or sending the reimbursement request form link.
Document Access: Use this skill if you want the Assistant to learn from an external knowledge base, such as a document, policy, or general FAQ. If you have a knowledge base in PDF format, upload the file using this skill.
Interface Data Access: Use this skill to allow the Assistant to access compiled information from your interface. The Assistant will also be configured according to the permissions and filters set in the interface, ensuring it only provides responses within the allowed scope.
Card Access by ID or Title: If you want requesters to check the status of requests, such as reimbursements or vacation requests, use this skill. Select which pipelines should be available for search and define whether the Assistant should search by card ID or title.
📌Important: Even if your pipeline contains confidential information, the Assistant will only have access to what you allow as output.
Pipe Data Access: Authorize the AI to search for card data beyond just ID and title, such as card owner, remaining vacation days, or vacation expiration dates.
Channels
In the Channels tab, you can select interaction channels for your Assistant. Currently, you can add your Assistant to company portals and interfaces on Pipefy, Slack, and Microsoft Teams (Beta).
Accessing and Editing the Assistant
General
Once the Assistant is selected, the settings button provides access to general configurations, skills, and channels.
In the General tab, edit the Assistant’s welcome message and define custom instructions, including tone of voice and detail level. The more information you provide, the more accurate your Assistant will be.
When finished, click Update Assistant.
Skills
Updating the Assistant's Knowledge Base
To keep the Assistant updated with the latest information, remember to include new data in documents and upload them in the Assistant’s settings.
Click on a skill name to view its details. If you need to update the knowledge base for more precise responses, click the “access to documents” skill and upload a new document. Then, click Add and delete the previous document.
To add a new document, click “Add a Document”, upload your file (currently supports .pdf files), provide a data source name, and describe when the Assistant should use it and what information it should extract. Then, click Add.
💡 Tip: Provide a detailed description, as this guides the Assistant on when and how to retrieve information from your data source.
Editing and Updating Other Skills
To edit other Assistant skills, go to Skills, select the skill you want to modify, click the three dots on the right side, and then click Edit. The same applies if you want to delete a skill.
Channels
In the Channels tab, select the presentation channel.
To add the Assistant to a portal, click Add in Portal Pipefy, name the presentation channel, and select the desired portal.
Then, click Add to Interface/New Portal to finalize.
To add it to Slack, click Add to Slack and connect your Slack workspace to Pipefy.
Your AI Assistant is now ready to answer employee questions and efficiently create requests. Don’t waste time—take advantage of this powerful tool to improve your employees' experience and boost company productivity!
📌 Important: As it's in Beta, the AI Assistant cannot yet fill attachment fields or form connections when creating cards.
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