Using the Knowledge Assistant in Personal AI

Introduction

This guide will show you how to use the Knowledge Assistant in Easy8. This assistant helps you find answers from your company’s data and better understand how to use Easy8. By following this guide, you’ll be able to quickly get help without reading through manuals or documentation.

Target Audience

User

Prerequisites

Access to Easy8 with Easy AI activated.
The Knowledge Assistant enabled in global settings.
AI activated for your user account.

How to Use the Knowledge Assistant

Step 1: Open the Knowledge Assistant

At the top of any page, go to the Toolkit (the row of functional buttons including to-do list, activity feed, calendar, etc.). Click the Knowledge Assistant icon.

Step 2: Ask a Question

A prompt will open. Type your question related to your company’s internal data or Easy8 usage. For example:

“What is Easy8 doing?”
“How to create a custom field in Easy8?”
“How to set up user permissions?”

Step 3: Review the Answer

The assistant will process your question and return a direct, helpful response. If needed, you can continue the conversation with follow-up questions.

💡 Tip: The assistant is great for understanding system features, finding internal best practices, or getting quick guidance.

Troubleshooting

The assistant is not visible:
→ Check with your administrator if Easy AI is activated.
The assistant does not return useful results:
→ Try rephrasing your question or check that the data source is rich enough for results.

Conclusion

You have successfully used the Knowledge Assistant. It saves time by helping you understand Easy8 features and company practices without needing to search through documentation.