Guide to Genie Assistant settings

Genie Assistant is your revenue team's AI assistant for answering product questions, finding the perfect content, and drafting customer communications—all grounded in your trusted Showpad content. As an admin, you have full control over Genie’s behavior and governance, ensuring that AI-generated responses align with your sales methodology, brand voice, and specific product messaging.

By configuring global instructions, specialized agents, and conversational starters, you can provide your sellers with a 24/7 expert who helps them effectively use the content they have access to, reducing search time and increasing deal value.

See how it looks

Key features

• Govern AI behavior through plain-language instructions
• Create specialized agents for specific product lines or teams (Requires the Expert AI Bundle)
• Control which content the AI can access
• Provide one-click conversation starters for common seller tasks

Note: Genie capabilities depend on your organization’s AI Bundle tier.
Professional tier includes chat, vision intelligence, conversation starters, and the company content agent.
Advanced tier includes chat, vision intelligence, voice control, conversation starters, deep research agent, and podcast agent.
Expert tier includes chat, vision intelligence, voice control, conversation starters, company research agent, deep research agent, podcast agent, and custom agents.

You need this to succeed

What's on the menu

Learn how to configure the foundational settings of Genie Assistant, manage specialized agents, and customize the seller experience. Click the links below to see how to configure each aspect:

Agent Studio: Create and manage agents

Note: Creating new specialized agents requires the Expert AI Bundle. On the Professional and Advanced tiers, you can use these steps to edit your included default agents (such as the Company content agent).

• Create and edit Genie Assistant agents: Build and update agents optimized for specific product segments or technical use cases and configure knowledge sources.
• Use agent templates in Genie Agent Studio: These pre-built agents address the most common sales workflows, such as competitive intelligence, prospect research, and RFP responses.
• Control access to Genie Assistant agents: Set agent visibility by allowing access to specific users and user groups.
• Manage Genie Assistant agents: Arrange agent order, set defaults, or deactivate outdated agents.

Configurations

• Set global instructions for Genie Assistant: Define the default behavior, persona, and context for all Genie requests.
• Customize the AI disclaimer for Genie Assistant: Tailor the legal or compliance language sellers see in the Genie interface.

Conversation Starters: Optimize the seller experience

• Add and manage conversation starters for Genie Assistant: Provide clickable templates to help sellers start conversations with one click.

Integrations CRM & MCP

• Integrate external platforms with Genie: Connect external platforms to broaden Genie's knowledge base, pull real-time customer data, and sync actions directly into your existing workflows

External Sources

• External Sources lets you index approved content that lives outside Showpad, such as public websites and Zendesk help centers, so Genie agents can search and cite it alongside your Showpad content.