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How to Select Job Assistant Data from Data Setup ?

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Quick guidde​

This demo showcases how to select the Job Assistant feature within the Data Setup section of Readyteam

Go to app.readyteam.ai​

1. Access User Section​

Click the user account email to begin accessing your settings.

Access User Section

2. Open System Settings​

Click System Setting to open the configuration options for your account.

Open System Settings

3. Navigate to Template Setup​

Click Template Setup to manage and customize your templates.

Navigate to Template Setup

4. Select Job Assistant Feature​

Click Job Assistant to access the job assistant configuration options.

Select Job Assistant Feature

5. Choose Template​

Click Pre Constructions Template to select the relevant template for your job assistant.

Choose Template

6. Initiate Data Selection​

Click Select Data to begin choosing the data you want to use with the job assistant.

Initiate Data Selection

7. Select Rows​

Click here to confirm your data selection and proceed.

Select Rows

8. Add Selected Data​

Click Add to finalize adding the selected data to your job assistant setup.

Add Selected Data

You have successfully selected the Job Assistant from the Data Setup by navigating through system settings and configuring the appropriate template and data. This process enables you to efficiently manage job assistant configurations within Readyteam.