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The Jaaxis Assistant helps you manage the agents and customer work in the organization you have selected. Open Assistant from the dashboard. An open agent or conversation gives it context; name a different agent explicitly when that is your target. You need Assistant permission on the agent. This permission also requires Inbox, Training & Preview, and Connect & Settings access.

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Request a change

Prepare the business material, the result you want, and any important exceptions.
1

Check the organization and agent

Use the organization switcher, open the intended agent, then open Assistant. A chat stays in the organization where it began.
2

Explain the customer outcome

Share your website, supporting documents, common questions, or past customer conversations. Say what customers should be able to accomplish and when your team should take over. Remove unrelated personal data.
3

Complete any requested setup

Answer business questions the Assistant cannot resolve from your material. Complete connection, page-selection, or spreadsheet cards when offered. Enter secrets only in the secure card, never in chat.
4

Check the completed result

The Assistant configures and tests the behavior and makes the change live. Read its result to confirm what is live or what remains blocked. There is no separate approval-mode menu or pending-change approval button.
5

Verify the customer experience

Review Training and try the relevant flow in Preview. Check the actual connected system when the task changes records. Report a specific wrong answer or action to the Assistant.

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What the Assistant organizes

Training shows Instructions, Knowledge, and Scenarios. The Assistant separates business facts from standing guidance and specific customer situations. You do not need to write code or manage those files yourself. For example: “Help customers request a wholesale quote. Collect the company and quantity, then notify our team. Do not place an order.” If you want advice only, explicitly ask for an inspection without changes. Otherwise a change request can perform permitted actions directly. For a future effective date, state the date, time, and timezone.

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Connections and private material

A secure secret card keeps its value out of chat and away from the Assistant. If an outside system needs a delivery address, follow the Assistant’s instructions in the conversation. Attachments provide context; they do not automatically become customer knowledge or files the agent may send. Ask for that explicitly. Your saved Assistant memory and materials belong to you in this organization, not to other members or your other organizations.

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Undo or stop

Ask the Assistant to undo a specific setup change. There is no restore button. While it is working and the input is empty, the send control becomes Stop. A new message can redirect the work.
Undoing setup does not reverse a customer message already sent or an action completed in an outside system. Deleting an Assistant chat does not undo its changes.