This article explains how to invite users to set up the Knowledge Assistant without requiring that they log into the Yext account. If you prefer to do this by uploading a spreadsheet, see Invite users to Knowledge Assistant through spreadsheet upload. To learn more about the functionalities of the Knowledge Assistant, see Start a conversation with Knowledge Assistant.
Partner PortalTo invite users to Knowledge Assistant click into the desired sub-account.
To invite users to set up the Knowledge Assistant:
- Click on the Account Details icon () in the bottom left corner of the navigation bar and click Account Settings.
- Click Users.
- Click on the Invite link next to the user’s name. A dialog box appears.
- Click Invite to confirm that you would like to send a Knowledge Assistant invitation to that email address.
Users will receive an email with a unique access code. The email will instruct them to message their access code to the Knowledge Assistant via SMS or Facebook Messenger to complete registration.
This process allows users to initiate contact with the Knowledge Assistant. If you would like users to receive Yext-initiated communication, you will need to assign the user to a specific entity from within the Yext platform.