AI Guides Overview

AI Guides are intelligent conversational assistants powered by AI that can answer questions, provide help, and guide users through your content.

Overview

AI Guides enable:

• Conversational Q&A with your content
• Smart assistance within journeys
• Knowledge-based answers with source citations
• Customizable personality and behavior
• Integration into Guide Steps Open in Gryffi: /dashboard/guides

What is an AI Guide?

An AI Guide is a chatbot trained on your specific content:

• Upload documents, FAQs, and information
• The AI learns from your content
• Users can ask questions naturally
• Answers are based on your knowledge base
• Sources are cited for transparency

Creating an AI Guide

There are two ways to create an AI Guide:

1. Manually from the Guides page (the classic flow, described below). You fully control name, role, personality, knowledge base and AI instructions from the start.
2. Via the Journey Wizard when creating a new journey. The wizard can create a new Guide for you (with a name you choose) and optionally seed its knowledge base with the document you uploaded in step 1. It can also attach an existing Guide to the generated journey without creating a new one. This is the fastest way to get a journey + Guide combination running. See: journey-wizard.

Step 1: Create New Guide

1. Go to Guides
2. Click "Create Guide"
3. Enter a name and description

Step 2: Build Knowledge Base

Add content the AI should know:

• Upload documents (PDF, Word, etc.)
• Write text manually

See: guide knowledge base

Step 3: Configure Personality

Set how the AI should communicate:

• Tone (formal, friendly, professional)
• Language style
• Persona name
• Default response language

See: guide-personality

Language Settings for AI Guides

AI Guides can respond in multiple languages:

Default behavior:

• AI Guides respond in the organization's default language
• The greeting message is shown as configured in the Guide settings

Journey-level override:

• Each journey can specify a different language for AI Guide responses
• Enable "Override AI Guide language" in Journey Settings
• Select from base languages (English, Dutch, German, French, Spanish) or extended languages (Italian, Portuguese, Danish, Norwegian, Finnish, Swedish, Polish, Romanian, Turkish)
• The AI will generate greetings and respond in the selected language

Opening Sentence Override: When using AI Guide language override, you can also set a static translated opening sentence:

• Appears in Journey Settings when AI Guide language override is enabled
• Loads instantly without AI generation delay
• Automatically filled when using Copy & Translate feature
• Can be manually edited for fine-tuning

See: journey settings, language settings, copy translate

Step 4: Set Identity

Define who the AI represents:

• Name (e.g., "Gryffi Assistant")
• Role (e.g., "HR Helper")
• Avatar image
• Introduction message

See: guide-identity

Step 5: Add AI Instructions

Fine-tune behavior with in the field AI Instructions:

• What topics to focus on
• What to avoid discussing
• How to handle certain questions
• Custom responses for specific queries

See: guide-ai-instructions

Using AI Guides

In Guide Steps

Embed guides in journeys:

1. Add a Guide Step to your journey
2. Select which AI Guide to use
3. Add optional context for this step
4. Users chat with the guide during the journey

See: guide step

Guide Step

Use guides as independent step:

• Chat with your AI Guide in the journey

Knowledge Base Sources

Source Type	Description
Documents	PDF, DOC, DOCX, TXT, MD, CSV, PPTX, Images
Text	Manually entered content

Answer Quality

Source Citations

Every answer includes:

• Referenced sources
• "I don't know" when uncertain

Handling Unknown Topics

When the AI doesn't have information:

• Refers to human support

Best Practices

Knowledge Base

• Keep content up to date
• Cover common questions
• Review and refine regularly

Personality

• Match your brand voice
• Don't pretend to be human
• Set appropriate expectations

Maintenance

• Identify knowledge gaps
• Update based on user questions
• Test regularly

Limitations

• AI may occasionally give incorrect answers
• Cannot access external systems in real-time
• Limited to trained knowledge
• No personal user data access (by design)

Related Features

• /dashboard/guides - Manage guides
• /dashboard/guides - Create new guide
• See: guide knowledge base, guide step, language settings, journey settings, copy translate, journey wizard