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 fulfill 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:

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

1. Click an agent to view its role and permissions. To adjust the settings, click Open agent page:
   
   
    
2. Select a tab to view and edit:
   - 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: View the agent's profile and capabilities, and use the chatbox for conversations