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Give your business material to the Jaaxis Assistant. It turns facts into Knowledge, standing guidance into Instructions, and specific customer situations or actions into Scenarios. You need Assistant permission on the intended agent. Prepare accurate material and remove credentials, unrelated customer records, and anything customers must not receive.
1

Open the intended agent

Check the organization, open the agent, and open Assistant. If the agent shows Start migration, complete migration before changing its old setup.
2

Share your material

Attach documents or paste the relevant text and complete public website URLs. Explain what the material covers and which version is current. For a website, complete the page-selection request when shown.
3

Explain special outcomes

Describe situations that need different handling or an action, such as booking, sending a tutorial, or handing over. Supply missing facts and clarify genuine contradictions rather than leaving two conflicting policies.
4

Review the organized result

After the Assistant reports completion, open Training. Expand the grouped Knowledge entries and review Instructions and Scenarios. Check values, units, exceptions, and language.
5

Check customer answers

Try common and exception questions in Preview. Report any missing or wrong detail to the Assistant and verify the corrected answer.
Training no longer has separate Text, Q&A, Website, Files, or Trained editing tabs. Make additions and corrections through the Assistant.

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Material that works well

Keep each policy clear about its subject, conditions, exceptions, and effective date. Give the Assistant actual customer questions and the outcomes you want, not just a preferred greeting. An upload is supporting material, not proof that every detail is already available to customers. Check the completion result and resulting Training content. Use the attachment size and type limits shown by the upload control.

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Files the agent should send

If the customer needs a PDF, image, or other file, attach the original and explicitly ask the Assistant to make it sendable in the right situation. Explain when to send it and what should accompany it. A document used to teach facts is different from a file delivered to a customer. Verify the actual file in Preview; an explanation of its contents is not the same as sending it.
Never train credentials, payment details, or private business material the agent should not disclose.