Getting Started on V7

Prefer a video tutorial? View our Get Started Video Tutorial

Working with your assistant begins with your onboarding. Onboarding will set up all the basic information you need to get started. This guide will walk through the onboarding and getting set up.

Your setup begins by authenticating with your preferred identity provider. Continue and click Get Started.

Confirm you name, location, timezone and language are all correct. You can also enter some basic information about yourself (i.e. "I'm the founder of Skej") so your assistant has context about who you are.

Confirm the permissions you'd like to grant to Skej. We require at a minimum calendar permissions. This allows the assistant to view your calendar events, modify them, and create new events on the calendar.

Contacts permissions allows the assistant to view your contacts. When you ask the assistant to set up a meeting with a contact, it can find their contact information to coordinate with them.

Inbox permissions allow the assistant to view all emails in your inbox. If you want the assistant to help with inbox actions, review conversation threads, draft emails, etc.

Drive permissions (Google only) allows the assistant to view and save documents to your Google drive account, access Google Meet meeting notes, etc.

See detailed info about assistant: Assistants

You can choose any system assistant, with slightly different personalities and styles.

You can also create your own assistant with any name, look, and personality. We will automatically generate your assistant, avatar, with a Skej-hosted email address.

See detailed info about scheduling preferences: Scheduling Preferences

Set basic scheduling preferences such as recurring work hours, buffers, as well as general natural-language instructions or memories for your assistant to learn more about you.

There are three main ways to interact with your assistant and have it work for you, whether for scheduling, or for any other task.

You can email your assistant using the email provided to you.

You can Cc your assistant on a thread with others to assist with scheduling coordination.

You can send a one-off email with a task like, "Remind me to follow up with Alyx tomorrow at 9am", or something like "I'm meeting with John Ryan at 3pm, can you send me some background information on him".

You can also DM your assistant over text or Slack with your request. The assistant will take action from there, and move the request to email if required, or respond back directly with an answer.

Right in the Skej dashboard, you can assign tasks to your assistant. This can be a scheduling task, calendar query, research, or assign a follow up.

See more details and examples of tasks here: One-off tasks

If you're still in the onboarding following along, click Start First Task. This will pre-populate a sample task that you can try out, which is "Send me an email that says 'Hello'.

All tasks, no matter where the originate, will appear in your dashboard in the 'In-progress' view. You can view the status of the task, the latest actions, and what's been completed.

One of the major benefits of using a Skej assistant, is that it can communicate with others on your behalf. This is of course necessary for scheduling coordination, but can be used with a variety of tasks.

If you start a scheduling task for instance, the assistant will identify the contact, and email them on your behalf to start scheduling. Remember, this type of task can also be initiated over email, which may be more natural for scheduling.

If you view the task itself, you can see the status of the task, the plan the assistant has created, and action items completed.

See more on integrations: Integrations

Review our Connections and Integrations to connect to other platforms you may already be using. Once connected, your assistant can use those tools for tasks and workflows.

See more on Knowledge: Knowledge & Instructions

Teach your assistant all about how you like to work with natural language instructions and memories. You can create general knowledge preferences, which may just be about how you like to work.

You can also create task specific instructions. For instance specific instructions for scheduling, for research, or follow-up related tasks.

See more on Supervision: Supervision & Autonomy

In the Supervision and Autonomy settings, you can determine how autonomous your assistant should be. These granular settings give you complete control on how autonomous your assistant should be.

Fully autonomous lets the assistant take actions on its own.

Semi-autonomous gives you a window of time to confirm an action, to make corrections or stop something before going out.

Manual ensures the assistant checks with you every time before taking an action.

Over time you can always update your settings in the dashboard to match your needs.

You also can teach your assistant by talking with it directly. In a task, or over chat, you can give feedback and instructions, which the assistant will save and remember for the future.

If you have any questions, feedback, or comments, please reach out to [email protected]!