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Internal Assistant

Beta

Internal Assistant is currently in closed beta. Only teams participating in the beta program can use it. Reach out to the Kapa team to get started.

Internal Assistant is a specialized deployment of kapa.ai designed specifically for internal team use. Internal Assistant provides a private knowledge base accessible only to your organization's employees.

What is Internal Assistant?

Internal Assistant is a chat interface that allows your team members to query internal documentation, processes, and knowledge through a conversational AI. It aggregates both internal process knowledge and relevant public documentation to provide comprehensive answers to employee questions.

Internal Assistant interface

When to use Internal Assistant

  • Employee onboarding: Help new team members quickly find internal processes and documentation
  • Knowledge management: Create a single source of truth for organizational knowledge
  • Process assistance: Guide employees through complex internal procedures
  • Support for internal teams: Provide immediate answers to common questions without waiting for human assistance

Getting started

Internal Assistant is currently in closed beta. Only teams admitted to the beta program can use it. Reach out to the Kapa team to get started.

Prerequisites:

  • You have an active kapa.ai account
  • Your organization has enabled Google Sign-In

Authentication and access control

🔐 Google Sign-In required

Users must sign in with their company email via Google Sign-In to access the Internal Assistant.

When setting up Internal Assistant for your organization, a new integration (also named "Internal Assistant") is created for the enrolled project(s). Access to a project in the Internal Assistant is determined by the "Use Internal Chat Assistant" project permission.

  • Users with the Owner role automatically have permission to use the Internal Assistant for all projects where it has been enabled
  • Users with Member or User roles can be explicitly granted the permission by an Owner

Team-wide access

You can configure a project to be accessible by default to all team members in Internal Assistant:

  1. Go to the Kapa platform
  2. In the project selector dropdown menu, select the project you want to configure
  3. Go to Integrations and open the integration setup for the Internal Assistant
  4. Check the Enable team-wide access option and save

Enable team-wide access option

Automatic user provisioning

As part of setting up the Internal Assistant for your project, the Kapa team also enables the Google sign-in authentication method for your team. When enabled, anyone signing in with your organization's domain becomes a "User" in your Kapa team.

This automatic user provisioning works hand-in-hand with team-wide access. When both are enabled, any employee in your organization can easily access a private chat interface to ask questions about your products and internal knowledge.

Usage

Once Internal Assistant is set up and access permissions are configured:

  1. Go to chat.kapa.ai
  2. Sign in using Google with your company email
  3. Start chatting!

Conversations with the Internal Assistant are private, one-on-one conversations. Unlike chatting with an internal Kapa project in a Slack channel, for example, conversations with the Internal Assistant are only visible to the individual user, and to users with access to the project on the Kapa platform.

Knowledge source integration

Internal Assistant can connect to various knowledge sources:

  • Internal wikis and documentation
  • Process guidelines
  • Company policies
  • Public documentation relevant to your team
  • And more

For optimal performance:

  • Structure your documentation clearly
  • Use descriptive titles and headers in the documents that you ingest to Kapa
  • Keep information up-to-date and avoid ingesting outdated content
  • Organize content logically by topic or department

Be intentional about the content that you ingest to Kapa, even if it's "only" for internal use. The garbage in, garbage out principle holds true; the better quality and structure of the sources, the better Kapa's answers are. Kapa is designed to answer truthfully based on sources it's connected to. Adding content that isn't particularly useful, or outright wrong, can cause degradation in the quality of responses.

For more information about improving Kapa's responses, refer to Troubleshooting and improving answers.

Limitations

As this feature is in beta, some features are still being implemented, including:

  • Conversation history
  • Ability to share conversations

Your feedback is important to us. Feature requests and suggestions for how the Internal Assistant can be more useful are welcome and encouraged.

FAQ

How is Internal Assistant different from other Kapa deployments?

Internal Assistant is specifically designed for internal employees as a knowledge tool, while other deployments typically target external users like customers or website visitors.

Only authenticated users can access the Internal Assistant.

Is conversation history stored?

Yes, conversation history is stored to improve the system and provide a record of interactions, but conversations remain private to each individual user.

Can users provide feedback on responses?

Yes, users can provide thumbs up/down feedback and comments to responses, similar to the website widget.

Need help?

If you encounter any issues with Internal Assistant or have questions about configuration, reach out to support@kapa.ai.