Introduction

An Assistant in Pragatix is a pre-configured AI chat designed for a specific purpose.
Assistants can be created for personal use, shared with others, or used from assistants created by teammates.

They combine:

• Knowledge or action capabilities

• Response behavior and tone

• AI model selection

• Naming, help text, and configuration

There are two main types of assistants:

Types of Pragatix Assistants

1) Knowledge Assistant

Used to answer questions based on defined content.

Connected to:

• Documents

• Websites

• Internal knowledge sources

Typical use cases:

• HR assistant

• Project assistant

• Product documentation assistant

Configuration includes:

• What content to use

• How the assistant should answer

• Assistant name & description

• AI model selection

2) Agent Assistant

Used to perform actions, not just answer questions.

Capabilities may include:

• Searching the internet

• Querying databases

• Running workflows

• Analyzing structured data

Focus: execution + automation, not only knowledge retrieval.

Here is a diagram:

┌───────────────┐ ┌────────────────┐
│ Knowledge │ │ Agent │
│ Assistant │ │ Assistant │
└───────┬───────┘ └───────┬────────┘
│ │
│ │
Answers from content Performs actions
│ │
│ │
• Documents • Internet search
• Websites • Database analysis
• Knowledge bases • Workflow execution
│ │
│ │
Use cases: Use cases:
• HR • Automation
• Projects • Data operations
• Documentation • Integrations

How to use

Access and Navigation

• Accessing the page — In the Pragatix Admin Center, use the left-hand menu and click Assistants.

• At the top of the page, you’ll find the Advanced Search Bar, where you can search for Assistants by name, user/email, chat mode, or chat type.

Creating new Workspace Assistant

• Press on NEW

• The following window will appear:

• First, We will demonstrate the “Workspace Assistant“ option.

• You can freely edit the title and description to any text you want — these will be displayed to the end user.

• Choose Assistant type: Knowledge Assistant: relies on documents, collections, SP files, etc.
  Agent Assistant: Use of AI tools such as Create Image, Web Search, Text to Speech, etc.

• In this guide, we will demonstrate the Knowledge Assistant type.

• Under “Users and Groups with Access”, you can add users and groups who are authorized to access the chat. Simply start typing the name of the user or group, and the system will auto-complete your input. Note: you are granting access to the chat itself, not access to the underlying data. The users or groups you grant access to must already have access to at least part of the relevant data beforehand.

• Under Default Model and Available Models, you can select which models will be available for the end user.
  If you leave these fields empty, all models defined in the Account Settings will be available by default.

• Using the checkboxes, you can add the chat to the Workspace main page and pin it to the top for quick and easy access.

• Under Data Sources, select the Type of data you want to add to the chat. In the source name, Simply start typing the name of the Document or Collection, and the system will auto-complete it for you.
  Click Add to include additional data sources.

• In the Account knowledge info and Assistant knowledge info fields, you can add pre-existing information to the AI, which will help it provide more accurate answers in the Assistant. In this window, you can define unique information for this Assistant, or you can add Account knowledge info, which must be pre-configured in the Account settings page.

• Open Chat starters and Guidelines at the bottom of the window:

• Optional - Under Prompt Conversation Starter Name, you can add predefined prompts for the end user.
  These prompts will automatically appear in the chat, so the user won’t need to type a question manually

• Optional - Under Response Guidelines Name, you can add instructions for the AI on how to respond to questions in the chat.

• To finish, click Confirm

• In the Workspace, under Assistants, you’ll see the chat you’ve created.
  You can now start asking questions and interacting with it.

Creating new Embedded Assistant

• Creating an Embedded Assistant is similar to creating a Workspace Assistant, but there are a few additional fields:

• Require Authentication
  Selecting "Yes" will allow only users from your Account to use the Assistant.

• Recipient Address for Chat Recap
  You can define an email address to which the chat summary will be sent.

• Custom Logo URL
  Enter the URL of the logo you want to display for the Assistant.

• Chatbot Branding CSS
  Add custom CSS to style the Assistant interface according to your preferences.

• Allowed Site Domain to Host Chat
  Set the domain of the site where you want to embed the Assistant. If you prefer sharing the Assistant link directly, you can leave this field blank.

Human Assistance & Callback Settings

1. Enable Human Assistance
   Toggle this option to "Yes" to enable human assistance for the Assistant.

2. Human Assistance Notification Channels
   Set the channel through which you would like to receive notifications for human assistance. For example, you can choose "Email" and enter the recipient's email address.

   • Channel Type: Select the notification type (e.g., Email).

   • Email Address: Enter the email address to receive notifications (e.g., user@example.com).

   • Click on Add Notification Channel to add additional channels if needed.

3. Live Support Availability
   Define the hours when live support is available. The system will automatically enable callbacks outside of the specified hours.

   • Timezone: Set the appropriate timezone for your support schedule.

   • Enabled: Check the box to enable live support for the selected days.

   • Day: Select the day of the week.

   • Start Time / End Time: Define the working hours for each day.

• Initial Questions Collection: In this section, you can define and add questions that the user will need to answer at the start of the conversation.

Additional Feature

• You’re welcome to explore the additional features, such as Delete, Edit Chat, Open Chat, and Refresh the page.