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Your workspace is home for everything you build in EasyMate. Here’s a quick tour of the main areas.

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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:

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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.

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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.

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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.

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Next steps