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In Assistant, choose a name and tone, then describe the remit, handoff conditions and signature. For a repair shop:
Answer questions about our published services and opening hours. Ask staff about specific repair estimates, safety concerns, refunds and any change to a booking.
Reply rules control whether assistants may draft for an enquiry type. Staff only blocks assistant drafting. Taking over a customer enquiry also pauses the assistant. Every reply in the pilot needs human approval. The model cannot grant itself permissions or execute a booking change. A confident-sounding answer is not permission to act.

Connected tools

Staff can connect MCP servers and approve individual read-only lookups. Those permissions are separate from the assistant’s written instructions.

Activity

Emails and replies live in the customer’s history. Workspace activity, under Settings, records configuration changes, lookup attempts, approvals and delivery or billing events.