Meet your AI-powered personal assistant, available to automate workflows, complete actions, and offer answers on all things Upsales-related.

Contact us to add AI workspace to your plan. Then click AI in the menu to open your AI Workspace:

What your personal assistant can help with

The sidebar contains three main sections to use, all with your real-time Upsales data.

Inbox

You'll find a couple of messages with ideas for where to get started. Click New chat in the sidebar to write a new message, or click one of the existing prompts: 

Routines

• Click a tab to set up a scheduled event, event, or webhook and then click New:
  
  
   

• Either select one of the suggestions, or manually enter your prompt. Include whether it should run on a schedule or be triggered by an event recorded in Upsales:
  
  

   

Agents

You can create and edit agents to fulfil whatever function you need within Upsales. By default, the Upsales Personal Assistant appears as your Lead agent, acting as the second-in-command.  

Click the Org chart tab to view the current agent hierarchy in your account:

Adding an agent

Click Add agent and select the tabs to add information on:

• Identity
  Add a name and role
• Mission
  The agent's job description
• Context
  Add any files, documents, or add notes for the agent to refer to (up to 50mb of items allowed)
• Memory
  As you interact with the agent, these are stored for the agent to learn from. For example your tone of voice in communications and your main objectives with Upsales
• Routines
  Any routines added that impact the agent's activity
• Permissions
  Set the agent's level of autonomy, including access levels and monthly credit. Click Add something now to expand the permissions, by first selecting the activity (for example a to-do), and then its scope (for example, to create a to-do)
  
  
   
• Chat
  The agent will give you some prompts and ideas to chat about, or enter your own query

By default, agents are only available to you. To make them available to everyone in your organisation, click the Make org-wide button

Editing an agent

Select an agent, then click Open agent page and make the changes:
 
 

Hiring an agent

Instead of configuring an agent from scratch, use an agent created by Upsales. Click the Hire agents tab (1) and click Hire next to your preferred agent (2, 3):