Quickstart
In this quickstart, you grant your team access to the Internal Technical Assistant and ask your first question at chat.kapa.ai. Unlike the other Prebuilt Agents, there is nothing to create or install: the integration comes with every Kapa project by default.
By the end, you will have a private chat with the Kapa agent, answering from your project's knowledge, and optionally give your whole team access to the assistant.
Before you start
Before you start, you should have:
- A Kapa project with indexed knowledge sources. If you have not done this yet, complete Index your first source first.
- Access to the assistant: users with the Owner role have it automatically; everyone else needs the Use Internal Chat Assistant permission or team-wide access enabled for the project.
Grant access to your team (optional)
The Internal Technical Assistant integration is created automatically with every project; you can find it in the Integrations tab in the Kapa platform. To open the assistant to everyone in your organization, open the integration settings and check Enable team-wide access. This step requires permission to edit the project; chatting with the assistant does not.
Sign in and ask your first question
- Go to chat.kapa.ai.
- Sign in with your company email, via Google, Microsoft, SSO, or an emailed one-time password.
- Ask a question about your product or an internal process. The assistant answers from the project's knowledge base, with citations into your internal and public sources.
Your conversation is private: only you and users with access to the project on the Kapa platform can see it.
Summary
You signed in to the Internal Technical Assistant and asked your first question against your organization's knowledge, and optionally opened the assistant to your whole team.
Next steps
- Using the assistant: filter sources, switch styles, and attach files to questions.
- Install as a desktop app: quick access from your dock or taskbar.
- Access control: manage who can use the assistant, per user or team-wide.