Staff Assistant
An AI assistant your team can ask about your operating procedures, grounded in your own knowledge base.
The Staff Assistant plugin connects a Retell AI chat agent to your dashboard so your team can ask questions about your operating procedures and get answers grounded in your own knowledge base.
For example, a new staff member can ask "A customer is short on the security deposit — what do I do?" and get an answer based on the documents you've provided, without interrupting a manager.
This is a connector plugin: it links to your Retell account, so it needs a little configuration before you enable it.
Before you start
You'll need a Retell account with:
- A chat agent created in your Retell dashboard.
- A knowledge base attached to that agent, containing the procedures and documents you want it to answer from.
- Your Retell API key and the agent ID.
The knowledge base is what makes the answers useful — add your handbooks, SOPs, refund and deposit policies, and anything else your staff regularly need to look up.
Setup
- Open Plugins → Browse Plugins and click Install on Staff Assistant. You're taken to its setup page.
- Under Configuration, paste your Retell API key and agent ID, then Save.
- Click Enable. A Staff Assistant page now appears in your Plugins menu.
Your API key is encrypted at rest and is never displayed again — the setup page only shows whether a key is currently configured. To replace it, enter a new key and save; to remove it, use Clear stored key.
Using it
Open Plugins → Staff Assistant and type a question. The assistant replies using your Retell agent and knowledge base, and keeps the conversation in context so you can ask follow-ups.
Any staff member at a location with the plugin enabled can use the assistant — there's no separate permission to assign.
Optional settings
- Display name — the name shown at the top of the chat (defaults to "Staff Assistant").
- Welcome message — an opening message shown when the chat is first opened.
Troubleshooting
If the assistant replies that it's "not configured" or "temporarily unavailable," double-check that your API key and agent ID are correct and that the agent is active in Retell. Re-saving the configuration on the setup page resolves most issues.