Duaer

Employee portal

Assistant templates: start from Duaer’s and your organization’s

Duaer offers ten templates, such as a daily briefing, payment risk, contract renewals, customer complaints and a sales weekly; admins can also publish a good assistant as one of your organization’s templates.

Build an assistant from a template

  1. Click New assistant under My assistants, and click a template under Start from a template.
  2. The form is filled in from the template: the name, instructions, suggested sources and schedule. Only the sources you can use are kept, and the time is in your time zone.
  3. Change what you need, and click Save.

Duaer’s ten templates

Templates show in Chinese or English, following the language of the employee portal.

  • Daily briefing: Each workday morning, what changed for you since yesterday. Weekdays 08:00; reads: Everything you may read.
  • Payment risk weekly: Every Monday, payables and receivables overdue or due soon. Mondays 09:00; reads: Cases, cards.
  • Contract renewals: Every week, contracts ending within 60 days. Mondays 09:00; reads: Everything you may read.
  • Customer complaints: Each day, new customer complaints and recurring issues. Weekdays 09:00; reads: Zendesk, ServiceNow, cases.
  • Sales weekly: Every Friday, pipeline progress, wins and risks. Fridays 16:00; reads: Salesforce, HubSpot, cases.
  • Policy questions: Answers questions on company policies, processes and expense rules. Not scheduled; reads: Everything you may read.
  • New hire helper: Helps new colleagues with what to do and read first. Not scheduled; reads: Everything you may read.
  • Meeting follow-ups: Each day, the to-dos assigned to you in meeting notes. Weekdays 17:00; reads: Zoom, Google and Microsoft meetings.
  • Month-end close check: In close week, steps not done and items stuck. Weekdays 09:00; reads: Cases, cards.
  • Supplier news: Every week, deliveries, quality and prices of key suppliers. Fridays 09:00; reads: Cases, cards.

Your organization’s templates

  1. As an owner or admin, open Duaer Settings › Organization › Duaer employee portal › Employee assistants and click Publish as template next to an assistant.
  2. Its name, instructions, sources, actions and schedule become an assistant template, offered to every employee under Start from a template after Duaer’s own. Who it is shared with and its time zone are left out.
  3. Delete a template under Assistant templates; assistants already made from it stay as they are.

Questions

What if I don’t have a source a template suggests?

Only the sources you can use are kept; with none left, the assistant reads everything you may read.

Can employees publish templates?

No. Only owners and admins publish an assistant as one of the organization’s templates.

Does deleting a template change assistants made from it?

No. An assistant made from a template is its own copy.

In this section

Assistants

Employee assistants: build your own assistant on the Duaer employee portal

Employees build an assistant from one sentence: it answers by its own instructions, reads only the sources it is given, runs on a schedule or when something changes, and can be shared with colleagues.

Assistants

Let an assistant run on its own: schedules, changes and webhooks

An assistant can run on a schedule, or when there is new knowledge-base content, a process case changes, or an outside system calls it; results land on each person’s home page and can go to their chat tool.

Employee portal

Give employees their own Duaer employee portal

The Duaer employee portal is a separate sign-in address for each organization. Employees see the tasks and decisions workflows push to them and the metrics they follow, and can ask Duaer about them, without opening the workflow editor.

Knowledge sources

Knowledge sources you can connect to Duaer

Chat tools, drives and documents, CRM and service, mail and meetings, data warehouses: what each source reads and how to connect it, and how the Duaer bot works in each chat tool.