Topline Docs

Assistant

Assistant

Find preferences, knowledge, glossary, skills, integrations, and developer tools.

Assistant

Find preferences, knowledge, glossary, skills, integrations, and developer tools.

Where to find it

Open Account > Assistant.

Address: /account/assistant.

Use this page

Choose Preferences, Company Knowledge, Glossary, Docs, Skill Library, Chat Integrations, Developer Access, or Coding Agents.

Choose a tool

Open Account > Assistant, then choose the matching card or account-rail child. The selected tool opens in its panel or drawer. Finish or cancel unsaved edits before closing. Preferences guide behavior; Knowledge stores reviewed company facts; Glossary defines terms; Knowledge Bases are a separate document-collection surface.

Access, states, and recovery

Only panels allowed by current capabilities appear.

Controls and availability depend on the active account and your permissions. If a page is unavailable, verify account access before changing configuration.