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Transfer an assistant to a colleague or a client

Each assistant has an owner. Transfer it within your organisation or to another one: ideal for an agency and its client.

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Transfer an assistant to a colleague or a client

A colleague changes roles, an agency delivers an assistant to its client, one team takes over another's project: the assistant must change hands without being recreated.

Each assistant now has an owner. You can transfer it to another member of your organisation, or to another organisation. An agency creates the assistant, sets it up, then hands it over to its client, who becomes its owner.

How it works

  1. 01Open the assistant, then the Settings tab.
  2. 02Find the assistant's current owner.
  3. 03Choose the new owner: a member of your organisation, or another organisation.
  4. 04Confirm the transfer: the new owner finds the assistant in their space.

Come with a need.

Twenty minutes. We start from what you already have, not from a spec you still have to write.

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Pick your assistant: the question is already written, you just have to send it.

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