Start with one clear job
Pick the single job costing your team the most repetitive time — usually answering customer enquiries or finding information inside documents — and activate the Assistant built for that job.
Ready-to-use template or Custom Assistant?
If your job matches an existing template — like AI Receptionist for customer enquiries — start there. If it's a specific job that doesn't fit any template, a Custom Assistant lets you define the scope, instructions, and allowed actions yourself.
Key takeaways
- Start with the single highest-value job, not everything at once
- Use a ready-to-use template when your job matches one
- Use a Custom Assistant for a job that doesn't fit an existing template