AI assistants

AI assistants for agency email and documents

Agency admins on Questah set up AI assistants from templates to draft email replies and read documents, and test each assistant before turning it on.

What an AI assistant is in Questah

An AI assistant is set up by an agency admin for one kind of task, such as drafting a reply to an email or reading a document.

Each assistant has a list of what it may do. The admin tests it with a sample request and approves the response before the assistant can be turned on.

Email assistant

Active
→ Sample request: Client A asks to move an interview
→ Draft reply written
→ Response approved by the agency admin
→ Test passed
✓ Assistant turned on

Sample data

Assistant types

What an agency admin can set up today

For Staffing Agencies

Email assistant

Drafts a reply to an email.

Document assistant

Reads the text of a document.

Templates

Start from a template that already holds the instructions for one task.

Test before use

An assistant cannot be turned on until an admin has tested it.

AI assistants are set up and used by agency admins. Contractor and business accounts do not have AI assistants.

How an admin sets up an assistant

Four steps on the AI Agents screen

1

Choose a template or a type

Pick a template, or choose email, document, chat or general purpose.

2

List what it may do

Add the tasks the assistant is allowed to do on its page.

3

Test it

Send a sample request and approve the response.

4

Turn it on

Turn the assistant on after the test, and pause or resume it later.

Who controls the assistants

Agency admins set up, test, turn on and pause each assistant.

  • Only agency admins can open the AI Agents screen
  • Each assistant has a list of what it may do
  • An assistant cannot be turned on until it has passed a test

Before an assistant is turned on

Test with a sample request Required
Admin approves the test response Required
Turned on by Agency admin
Paused and resumed by Agency admin

Create an agency account

Agency admins set up AI assistants after creating an agency account.