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Jaaxis has two AI roles: the customer-facing agent answers customers, while the Assistant helps your team configure and operate it.

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Organizations and access

An organization owns its agents, plan, credits, and billing. Switch organizations before working. Membership alone does not grant every agent: members receive organization permissions and permissions for each agent. Sharing an agent gives another organization access to the same agent, not a copy. Its ownership and payer remain unchanged. See Members and sharing.

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Instructions, knowledge, and scenarios

Training has three sections:
  • Instructions: guidance for every conversation, such as identity, tone, and language.
  • Knowledge: business facts such as services, prices, products, and policies.
  • Scenarios: specific customer situations or actions, with the intended outcome and tested examples.
Describe your business to the Assistant. It organizes and updates these sections; Training is for reviewing them, not editing separate Text, Q&A, or Persona forms.

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Channels and customer work

Channels include website chat, Messenger, Instagram, WhatsApp, LINE, and email. Their conversations appear in the agent’s Inbox. Bookings, customer details, and conversation labels are day-to-day records, separate from setup. Connections grant access to a service. They do not by themselves define when the agent should book, edit a spreadsheet, or perform an external action.

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Changes and testing

The Assistant tests relevant behavior before making changes live. There is no Ask before changes mode or merchant approval queue. Ask for inspection only if you do not want changes. Preview tries the current live agent. Training → Scenarios shows tested customer situations and their results. A passing scenario does not replace checking the accuracy of business facts or testing real-channel delivery.

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External AI clients

The operational Jaaxis MCP connects to one organization and can run supported commands and read authorized resources. Setup-file editing uses the local CLI or Dashboard Assistant. The documentation MCP only searches public help. Start your first agent or use the Assistant.