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The iTeam Assistant is your “setup manager”. While agents do the day-to-day work, the Assistant helps you build and organize iTeam — all by chatting, in plain language.
iTeam Assistant

📸 Screenshot to add: iTeam Assistant screen with quick suggestions (Create agent, New form, Build process, New micro app).

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What it’s for

Create an agent

Describe the role and the Assistant gets the agent ready.

New form

Build a data collection without thinking about technical fields.

Build a process

Design a multi-step routine by chatting.

Install a skill

Add new capabilities to your agents.

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How to use it

1

Open the iTeam Assistant

At the top of the menu, right under Chat with Agents.
2

Say what you want to build

Use a quick suggestion or write freely: “I want an agent that tracks overdue payments and alerts me when it goes above 5%”.
3

Answer the questions

The Assistant asks only the essentials and handles the rest. At the end, it shows what it will create for you to confirm.
Don’t know the exact name of a feature? Describe the outcome you want. The Assistant translates it into the right resource (agent, process, widget…).

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Difference from Chat with Agents

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Next steps

Agents

See all the details of configuring an agent.

Processes

Automate multi-step routines.