What Are Assistants?
Assistants are specialized AI agents, each configured for a specific type of task. They differ in their system prompts, knowledge focus, available tools, and response style. Your organization’s administrator configures which assistants are available and how they behave.Browsing Assistants
Navigate to the Agents page from the sidebar to see all available assistants. Each card shows:- Icon — A visual identifier for the assistant
- Title — The assistant’s name
- Description — A brief explanation of what the assistant does
Default Assistant Types
Experio includes several built-in assistant types that your administrator may have configured:Talk to Your Data
The primary assistant for exploring your organization’s knowledge base. Ask questions about projects, clients, expertise, documents, and more. This assistant searches across all connected data sources and provides answers with source citations.
Knowledge Transition Plan
Specialized for organizational transitions and onboarding. Helps teams understand historical context, map expertise, identify best practices, and create knowledge transfer plans.
Organizational Conflict of Interest
Focused on conflict of interest analysis. Identifies potential conflicts by analyzing relationships between people, organizations, projects, and contracts in your knowledge graph.
Your administrator may have configured additional assistants specific to your organization’s needs. Some assistants may be restricted to staff members only.
Choosing the Right Assistant
Select an assistant based on what you’re trying to accomplish:| Task | Recommended Assistant |
|---|---|
| Search for project details or past work | Talk to Your Data |
| Onboard a new team member | Knowledge Transition Plan |
| Check for potential conflicts | Organizational Conflict of Interest |
| General document exploration | Talk to Your Data |
Starting a Conversation
Click any assistant card to start a new conversation. You’ll see the assistant’s welcome message with guidance on how to use it effectively. Each conversation is tied to the assistant you selected. To switch assistants, start a new conversation from the Agents page or the Home page.Deep Agent Mode
Some assistants use Deep Agent mode, which enables multi-step reasoning. When active, you’ll see detailed task progress showing the AI’s thinking process:- Planning — The AI determines what steps to take
- Searching — Querying your knowledge base and documents
- Analyzing — Processing and synthesizing information
- Responding — Generating the final answer with citations