Getting Started with Assist: Your First Few Minutes

Welcome to Assist! This guide will walk you through everything you need to know to get started and create your first output. Follow along step-by-step, and you'll be productive in no time.

What You'll Learn

In this guide, you'll learn how to:

• Understand your Workspace and where everything lives
• Create your first Project
• Add Knowledge to give Assist context
• Create your first Output using templates
• Generate content with AI
• Work with Agents for expert feedback
• Refine and perfect your content
• Share your work with your team

Estimated time: 15 minutes

Step 1: Understanding Your Workspace

Your Workspace is your team's home base — where all your brand knowledge, templates, and agents live.

How to access your Workspace:

1. Click the dropdown menu in the top-left corner
2. You'll see your current Workspace name
3. Click "Workspace Knowledge" in the left sidebar to view uploaded brand files and documents

💡 Tip: All team members in your Workspace can access shared knowledge, templates, and agents.

Step 2: Creating Your First Project

Projects are where you organise specific campaigns, clients, or tasks. They keep your work separate and secure.

How to create a Project:

1. Click the "+" button in the left sidebar
2. Select "New Project" from the dropdown
3. Type your project name (e.g., "My First Campaign")
4. Click "Create Project"
5. Your new project will appear in the sidebar
6. Click into your project to start working

💡 Tip: Create separate projects for different clients or campaigns to keep everything organized.

Step 3: Adding Project Knowledge

Knowledge gives Assist context about your project. Upload briefs, brand guidelines, research — anything that helps Assist understand what you're working on.

How to add Knowledge:

1. Click "Project Knowledge" in the left sidebar
2. Click "Add Knowledge"
3. Click "Upload File"
4. Select your file from your computer
5. Wait for the upload to complete (you'll see a progress indicator)
6. Your file will appear in the Knowledge list with a green checkmark ✅

💡 Tip: The more context you provide, the better Assist can generate relevant content for your project.

Supported file types: PDF, DOCX, TXT, and more

Step 4: Creating Your First Output

Outputs are your deliverables — the content you create in Assist. You can choose from ready-made templates or start from scratch.

How to create an Output:

1. Click "New Output" (top-right corner)
2. Browse through the template gallery
3. Hover over a template to see its description (try "Creative Brief")
4. Click your chosen template
5. Click "Create"
6. The Output workspace will load with your template structure

💡 Tip: Templates give you a head start with pre-built sections and formatting.

Step 5: Generating Content with AI

Now it's time to create! Just tell Assist what you need, and it will generate content using the Knowledge you uploaded.

How to generate content:

1. Click in the message input box at the bottom
2. Type your prompt (e.g., "Create a creative brief for a sustainable fashion campaign targeting Gen Z")
3. Press Enter or click "Send"
4. Wait for Assist to generate your content (you'll see a loading animation)
5. Review the completed content on your canvas
6. Scroll through to see all generated sections

💡 Tip: Assist automatically uses your uploaded Knowledge to create contextually relevant content.

Step 6: Working with Agents

Need expert help? Agents are AI specialists who can review your work, provide feedback, or help with specific tasks.

How to call an Agent:

1. Click in the message box
2. Type "@" to open the Agent menu
3. Scroll through available agents (Marketing Strategists, Research Agents, PR Experts, etc.)
4. Click an agent (e.g., @MarketingStrategist)
5. Type your message (e.g., "Review this brief for Gen Z appeal")
6. Press Enter
7. The Agent will respond with expert feedback in the chat

💡 Tip: Different agents specialise in different areas — choose the one that matches your needs.

Step 7: Refining Your Content

Not quite right? Just ask Assist to refine your content. You can request changes, add details, or adjust the tone.

How to refine content:

1. Click in the message box
2. Type your refinement request (e.g., "Make the tone more playful and add a sustainability angle")
3. Press Enter
4. Watch as Assist updates your content on the canvas
5. Review the changes and continue refining until it's perfect

💡 Tip: Be specific in your requests for the best results. You can refine as many times as you need.

Step 8: Sharing Your Work

Ready to collaborate? Share your Output with team members or clients and control who can view or edit.

How to share an Output:

1. Click the "Share" button (top-right corner)
2. The share modal will appear
3. Click the "Invite people" field
4. Type the email address of the person you want to invite

5. Click the permission dropdown

   Select the appropriate permission level:

   • Can View — Read-only access
   • Can Comment — Can add comments but not edit
   • Can Edit — Full editing access
6. Click "Send Invite"
7. You'll see a confirmation message

💡 Tip: You can change permissions at any time by returning to the share settings.

You're Ready to Go! 🚀

Congratulations! You've learned how to:

• ✅ Navigate your Workspace
• ✅ Create Projects
• ✅ Upload Knowledge
• ✅ Generate Outputs
• ✅ Work with Agents
• ✅ Refine content
• ✅ Share with your team

You're now ready to start creating amazing content with Assist!

Next Steps

• Explore more templates in the Output gallery
• Upload additional Knowledge to improve AI context
• Try different Agents for specialized feedback
• Invite your team to collaborate on projects

Need Help?

If you have questions or need assistance:

• Contact your Workspace admin
• Reach out to our support team
• Check out our other help articles

Welcome to Assist — we're excited to see what you create!