# The basics: name, language, signature — a step-by-step guide

The basics is the first page of Settings: the assistant's name, its handle in a draft, what it is for, the languages, the signature and the booking link.

**Before you start**

- **An open assistant** — The basics open when you click Settings in the menu.
- **Owner role** — The mailbox owner changes the name, the label and the signature; an editor the other fields too.

## Step 1 of 8: The assistant's name

On the screen: In Settings, The basics card with the Assistant name field.

Do this: You see the name in draften, in the menu and the header. The mailbox owner can change it.

## Step 2 of 8: What to call it in a draft

On the screen: Next to it, the What to call it in a draft field with a Copy button.

Do this: This word (here **@tomas**) is how you address the assistant right in a draft in your mail program: write **@tomas** and what to change on the first line of the draft, save the draft, and the assistant rewrites it. **Copy** puts the handle on the clipboard.

> Note: The handle does not change, not even when you rename the assistant. The guide Revising a draft by instruction shows it in detail.

## Step 3 of 8: What the assistant is for

On the screen: The What the assistant is for (in your own words) field.

Do this: A few sentences on what mail the assistant is to handle and for whom it writes. The assistant reads it when it sorts the mail and when it writes replies, so what it passes on belongs here too.

## Step 4 of 8: Language of the replies and the owner's language

On the screen: Two choices: Language of the replies and Owner's language.

Do this: **The language of the replies** is usually the language of the incoming message; a fixed language means the assistant always replies in it. **The owner's language** is the language of what you read: lesson proposals, reasons and the wizard's instructions.

## Step 5 of 8: Signature

On the screen: The Signature field.

Do this: Write the whole signature as it should end every reply, on several lines if you like. The assistant gets it word for word.

> Note: A draft missing any line of the signature is not created — that is how you know the assistant did not follow the instruction. The mailbox owner changes the signature.

## Step 6 of 8: Booking link and label

On the screen: The Booking link and Label for handled mail fields.

Do this: The **booking link** is a calendar page the assistant sends when a meeting is to be arranged — it never picks a time itself. Every message the assistant handled gets the **label** in your mail (a category in Outlook, a label in Gmail).

## Step 7 of 8: Save the changes

On the screen: After an edit, the Unsaved changes bar at the bottom.

Do this: Click **Save the changes**, or **Discard the changes** if you do not want them. Changes apply from the next mail check.

## Step 8 of 8: Delete the assistant

On the screen: At the very bottom, a card with the Delete the assistant button.

Do this: Only an assistant that has never worked can be deleted — one you set up by mistake in the wizard, say. Switch off one that has worked instead, with **Switch the assistant off** in the header.

> Note: Only the mailbox owner sees the button. Deleting cannot be undone.

**The assistant is set up** — Changes apply from the next mail check, within 5 minutes.

- **Limits and trial mode** — They are in Settings → Behaviour and limits.
- **How the assistant writes** — Tone, length and how it greets the customer are set by the Style instruction — the Instructions guide.