--- title: "Set up Smart Assist" slug: "set-up-smart-assist" description: "Enhance customer interactions with 8x8 Smart Assist integration. Learn to configure and enable this AI-powered tool for your team efficiently." updated: 2026-09-18T11:46:49Z published: 2026-09-18T11:46:49Z canonical: "help.8x8.com/set-up-smart-assist" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up Smart Assist The 8x8 Smart Assist integration is a new AI-powered feature that helps agents work smarter and respond faster during customer interactions. **To set up the 8x8 Smart Assist** **integration, you must complete the following steps:** 1. Configure the integration in 8x8 Configuration Manager. This involves sharing your API credentials with Capacity (aka Creovai), setting up workflows in Capacity, and setting up wrap-up code descriptions for Smart Assist in 8x8 Configuration Manager. For more information, see [Configure the 8x8 Smart Assist integration](/documentation/docs/content-about-8x8-smart-assist#configure-the-8x8-smart-assist-integration). 2. After completing the configuration, enable 8x8 Smart Assist for all users on your tenant or for specific users from the **Integration Profiles** page in 8x8 Admin Console, depending on your organizational needs. To enable Smart Assist for all users on your tenant, enable it from the **Smart Assist Default** profile. To enable it for specific users, create a custom Smart Assist profile and assign the users and/or groups you want to it. > [!NOTE] > Notes: > > - A user can be assigned to only one Smart Assist profile at a time. > - Multiple profiles can be active simultaneously, each with a different Capacity URL. **To enable Smart Assist for all users on your tenant:** 1. Log in to 8x8 Admin Console. 2. On the **Home** page, select **Integration Profiles**. 3. In the profile list, click **Manage properties** ![A gear icon representing settings or configuration options.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-manage-properties.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) next to the **Smart Assist Default** profile to open it. ![Integration profiles list showing the Smart Assist Default profile.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/smart-assist-manage-properties.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) 4. On the **Properties** tab, click the check box for **Integration enabled** to turn it on. 5. In the **Smart Assist Url** field, enter the URL for your Smart Assist integration. For example: [https://customer-capacity.com/executer/desktop/](https://customer-capacity.com/executer/desktop/) > [!NOTE] > Note: > > The trailing path /executer/desktop/ is mandatory. ![Smart Assist Default profile settings with integration enabled and URL displayed.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/smart-assist-default-url.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) 6. Select **Save**. Smart Assist is now active for all users on the tenant. **To exclude a small number of users from a tenant-wide rollout:** Because a user can belong to only one profile, you can exclude agents from a tenant-wide rollout by assigning them to a disabled custom Smart Assist profile. 1. After enabling the **Smart Assist Default** profile at tenant level, go to the **Integration Profiles** page. 2. Click **Create profile**. ![Integration profiles showing the Create profiles button.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/create-profile(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) 3. Add a unique profile name. You can use numbers, letters, and special characters. > [!NOTE] > Note: > > The maximum character limit is 50 and the minimum is one. You cannot have multiple profiles with the same name. 4. From the **Profile type** drop-down, select **Smart Assist**. 5. Click the check box for **Integration enabled**. 6. In the **Smart Assist Url** field, enter a dummy URL, such as [https://placeholder.com](https://placeholder.com). 7. Uncheck **Integration enabled** to disable Smart Assist. > [!NOTE] > Note: > > You must keep Smart Assist disabled for this custom profile. ![Admin console showing Smart Assist profile settings and Integration enabled option.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integration-enabled.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) 8. Click **Create integration profile**. 9. On the **Users** tab of the newly created custom profile, click **Assign users**. 10. Select the users you want to exclude from accessing Smart Assist, and click **Next**. 11. Click **Assign users**. The users are removed from the Smart Assist Default profile and will not have access to Smart Assist. Deleting this custom profile reassigns the users to the default profile. **To enable Smart Assist for specific users:** 1. Log in to 8x8 Admin Console. 2. On the **Home** page, select **Integration Profiles**. 3. Click **Create profile**. 4. Add a unique profile name. You can use numbers, letters, and special characters. > [!NOTE] > Note: > > The maximum character limit is 50, and the minimum is one. You cannot have two profiles with the same name. 1. From the **Profile type** drop-down, select **Smart Assist**. 2. Click the checkbox for **Integration enabled**. ![Admin console showing Smart Assist profile settings and Integration enabled option.](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integration-enabled.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A51%3A46Z&se=2026-11-03T22%3A51%3A46Z&sr=c&sp=r&sig=XOjQiA1tBKYqxBvk32xtss3i3lteCGeyEiFEDna81cs%3D) 3. In the **Smart Assist Url** field, enter the URL for your Smart Assist integration. For example: [https://customer-capacity.com/executer/desktop/](https://customer-capacity.com/executer/desktop/) > [!NOTE] > Note: > > The trailing path /executer/desktop/ is mandatory. 4. Click **Create integration profile**. 5. On the **Users** tab of the newly created custom profile, click **Assign users**. 6. Select the users you wish to grant access to Smart Assist, and click **Next**. 7. Click **Assign users**. Only the users assigned to this profile can access Smart Assist. Deleting this custom profile reassigns the users to the default profile.