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Choosing an Assistant

Summary

Every KnowledgeFlow account includes PrivateGPT, a general-purpose assistant for everyday work. Your organisation may also have specialist assistants, each set up for a particular job and working from your organisation’s own material. The assistants in your list are the ones your organisation has. If you’re not sure which one to use, start with PrivateGPT.

Use Case

Scenario

A new member of staff opens KnowledgeFlow and sees several assistants in the left-hand menu. They want to tidy up a report they’ve written, so they start in PrivateGPT. Later they have a question about their organisation’s own procedures. They switch to the specialist assistant set up for that, because the answer needs to come from their organisation’s documents rather than from general knowledge.

Start with PrivateGPT

PrivateGPT helps with writing, drafting, summarising, analysis, brainstorming, explanation and translation. It answers from general knowledge and from any files you upload to the conversation.

Use it when the task doesn’t depend on your organisation’s own documents — for example, rewording an email, summarising a report you upload or planning a piece of work.

When to use a specialist assistant

Specialist assistants work from your organisation’s own material: its indexed library, the documents you upload, or both. Use one when the answer needs to reflect your organisation’s policies, evidence or records.

  • Match the name to the task. Each specialist assistant is named for the job it does.
  • Read its quick start guide. Each guide covers what the assistant does, what to have ready and how to get your first useful result.
  • Ask a colleague or your administrator if you’re not sure which assistant your team uses for a task.

Tip: if a colleague would need to check your organisation’s documents to answer the question, use a specialist assistant. If they wouldn’t, PrivateGPT is the place to start.

Walkthrough

Choose an assistant

  • Open the Assistants list on the left-hand menu.
  • Select the assistant that matches your task.
  • Wait for KnowledgeFlow to load that assistant.
  • Type or speak your first question.

Switch when your task changes

  • Select a different assistant from the left-hand menu at any time.
  • Continue in the new assistant. Answers now come from that assistant’s own set-up and material.

Tip: if an answer seems off-topic or misses your organisation’s own documents, check which assistant you’re in before rephrasing the question.

Notes

  • You see only the assistants your organisation has. Every account includes PrivateGPT.
  • Each assistant has its own instructions and its own material, so the same question can get a different answer in a different assistant.
  • All assistants on your account share the same tone, structure and language rules, so their answers look alike whichever one you use.
  • Your saved memories apply in every assistant. My memories feature guide
  • Your chat history keeps conversations from every assistant in one place. Chat history feature guide