EtherAssist
  • Administration
  • Agent mode
  • Integrations
  • Getting Started
  • Models and AI
  • Partner portal
  • Security & Compliance
  • Settings
  • Support
  • Supported topics
  • Tools
  • Using EtherAssist
  • Windows 11 readiness
  • PowerShell
  • Release Notes

EtherAssist documentation

EtherAssist documentation is organised around the tasks people need to complete: ask a better question, reuse company knowledge, build an agent task, configure a tenant, connect an integration, or prepare a compliance output.

Feature video playlist

The feature playlist covers the current product story for IT operations, templates and topics, personas, diagrams, dashboards, integrations, Document Manager, data protection, and Agent tasks.

Use the videos for a quick visual overview, then use the task articles for repeatable step-by-step instructions.

Most articles use the same structure:

  1. Before you begin - role, access, and information you need.
  2. Procedure - numbered steps for the task.
  3. Expected result - what should happen when the task is complete.
  4. Tips and troubleshooting - common choices, limits, and safe handling.
  5. Related articles - where to go next.

Before you begin

  • Confirm that your EtherAssist account has access to the documentation area you need.
  • Check that your role or subscription includes the capability described in this article.
  • Gather any source files, tenant details, or configuration values needed for the task.

Start here

GoalRead this firstThen use
Learn the product layoutProduct orientationExplore features
Ask your first useful questionUse EtherAssistModels and AI capabilities
Reuse documents and templatesDocument ManagerTemplates
Create diagrams and exportsCreate diagramsExport outputs
Choose specialist coverageSupported topicsTopics
Run background workAgent Mode overviewCreate agent tasks
Build repeatable automationBuild workflowsWorkflow action reference
Configure tenant controlsAdministration overviewGlobal settings
Connect external systemsIntegrations overviewAPI integration

Key product areas

Agent workspace screenshot

Chat and day-to-day assistance

Use chat for troubleshooting, drafting, explanation, script help, document generation, diagrams, and iterative review.

Documents, knowledge, and reusable work

Use Document Manager, templates, notes, personas, and exports when the same work needs to be repeated or reviewed.

Agent Mode and workflows

Use Agent Mode when a task needs structure, follow-up runs, scheduling, exports, or integration actions.

Settings and administration

Use Settings for personal preferences. Use Administration for tenant-wide access, policies, reporting, audit logs, data region, and subscription controls.

Integrations and API

Connect EtherAssist to Teams, browser extensions, GitHub, Azure Blob Storage, Zoho Desk, diagrams, EtherInsights, API clients, and PowerShell automation.

Support

Tips

  • Keep prompts, names, and configuration values specific to the task you are performing.

Troubleshooting

IssueWhat to try
The feature is not visibleConfirm your role, subscription, and organisation policy allow access to EtherAssist Documentation.
A setting or action does not saveRefresh the page, sign out and back in, then retry the smallest change first.
The result differs from the screenshotCheck whether your tenant has a different role, region, policy, or subscription configuration.

Next steps