Your workspace - EasyMate
Solutions
Each AI capability you set up is a solution, for example a Sales Assistant or Leads Portal. Solutions appear as cards in your workspace and move through a few stages:
| Stage | What it means |
|---|---|
| Not started | The solution exists in your workspace but you haven’t configured it yet. |
| Setting up | You’re partway through the setup steps. |
| Ready to launch | Setup is complete, but the solution isn’t live yet. |
| Launched | The solution is live and working. |
Agents
Inside a solution, the part your customers actually chat with is an agent. An agent has a name, a personality, the knowledge you’ve given it, and rules for how it behaves. When you deploy a chatbot to your website, you’re deploying one of your agents.
Knowledge
Your assistants answer using the knowledge you provide:
- Websites, pages from your own site.
- Documents, files you upload (handbooks, brochures, FAQs).
- Shared content that other solutions in your workspace have already created.
Adding good knowledge is the single biggest lever on answer quality.
Launching
When a solution is ready, you launch it. Where it goes depends on the solution:
- Your Sales Assistant goes live on your own website as a chat widget.
- Your Leads Portal opens as an app your team signs into.
The next section covers putting your Sales Assistant on your website in detail.