Create your first AI assistant in Vio

Wed, 21 Oct 2026 00:00:00 +0000

The first assistant you configure decides whether every later conversation feels useful or repetitive. Set it up once, properly, and you stop explaining your business from scratch: the assistant already knows who you are, what currency you work in, and what you sell — and it works directly on the customers, products, and orders in your workspace. This tutorial walks through the whole setup in order: create the assistant, set its identity, tell it about your business, choose its skills, take it for a spin, and reach it from your phone.

Teach your assistant your business

Wed, 21 Oct 2026 00:00:00 +0000

A common worry about AI assistants is “how will it know my business?” With Vio, the honest answer is simple: it knows what your workspace knows — from the very first message. Teaching it is not a prompting trick but a setup job: put the facts where the assistant can read them, fix its tone once, and steer conversations that drift.

This post walks through what the assistant actually reads: the settings that describe your business, the records it answers from, the personality you configure once, and the controls for a live conversation. If you have not created an assistant yet, start with how to create your first AI assistant in Vio.

Setup on Vio

Create your first AI assistant in Vio

Teach your assistant your business