What is Self Assist?
A customer-facing AI agent that guides end users through support, setup or inspections on their own, without a human agent in the session.
Do customers need to download an app?
No. Customers open the agent's link or scan its QR code and use it in their phone's browser.
What does the AI agent use?
The end user's live camera view and voice during the session, the questions they ask, and the Knowledge Base documents you selected for that agent.
Can the agent answer questions outside our documents?
The agent answers only from the documents you select. If it can't solve the problem, it says so, summarizes what was tried and hands off to your support team.
How do I turn Self Assist on or off?
An admin turns AI Agents (Self Assist) on or off in a Collaboration Profile. You can also unpublish an individual agent at any time.
Can I edit an agent after it's live?
Yes. Edit and save as often as you like. Customers only see your changes after you click Publish updates.
Does the link change when I update the agent?
No. The link and QR code are permanent.
Is our data used to train AI models?
No. Under our AI providers' enterprise terms, your data is not used to train or improve their models.
Can the AI agent make mistakes?
Yes. AI guidance can be wrong. Write clear instructions, keep your Knowledge Base current, and test the agent before publishing. Built-in safety rules and human handoff help reduce risk.