Jobs

Define user goals to help the AI assistant provide better guidance.

Overview

Jobs represent goals your users are trying to accomplish in your product. By defining Jobs, you give the AI assistant context about what users want to achieve, enabling more relevant and helpful responses.

What is a Job?

A Job is a user goal or outcome that the AI should help users accomplish. Instead of just answering questions, the AI can proactively guide users toward completing Jobs.

Examples of Jobs

• "Complete profile setup"
• "Create first project"
• "Invite team members"
• "Generate a report"
• "Connect an integration"

Job Structure

Each Job consists of three parts:

Field	Description	Example
Name	A short identifier for the job	"Profile Setup"
Job to be Done	What the user is trying to accomplish	"Complete their user profile with all required information"
Audience	Which users this job applies to (optional)	"New users in their first 7 days"

Creating a Job

Step 1: Navigate to Jobs

Go to Jobs in the admin sidebar.

Step 2: Click "Create Job"

Open the job creation form.

Step 3: Define the Job

Field	What to Enter
Name	Short, descriptive name
Job to be Done	Clear description of the goal
Audience	Who this applies to (leave blank for all users)

Step 4: Save

Click Save to create the job.

How Jobs Improve AI Responses

When a user asks a question, the AI considers:

1. Knowledge Base - Documentation and product information
2. Jobs - User goals and outcomes
3. Agent Training - Personality and context

For example, if you have a "Create First Project" job defined:

• Without Job: User asks "How do I get started?" → AI gives general overview
• With Job: User asks "How do I get started?" → AI recognizes the user goal and provides step-by-step guidance to create their first project

Best Practices

Define Clear Outcomes

Good:

"Create their first dashboard with at least one widget"

Avoid:

"Understand the dashboard feature"

Be Specific About Audience

Good:

"Enterprise users on trial accounts"

Avoid:

"Some users"

Focus on Key Moments

Prioritize Jobs for:

• Onboarding - First-time user experiences
• Activation - Key actions that drive engagement
• Retention - Activities that keep users coming back

Start Small

Begin with 3-5 critical Jobs:

1. Most important activation goal
2. Common support request
3. Feature you want to drive adoption for

Viewing Jobs

The Jobs page shows:

Column	Description
Name	Job identifier
Job to be Done	Goal description
Audience	Target users
Created	When the job was created

Editing and Deleting Jobs

Edit a Job

1. Click on the job in the list
2. Modify the fields
3. Click Save

Delete a Job

1. Click on the job in the list
2. Click the delete button
3. Confirm deletion

Jobs and Chats

Monitor how the AI uses Jobs in the Chats view. Look for:

• Chats where Jobs were referenced
• Users who completed Jobs successfully
• Opportunities to create new Jobs based on common questions

Next Steps

• Agent Training — Configure sensitive topic handling
• Knowledge Base — Manage documentation sources
• Chats — Review chat interactions