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EventPro Software User Manual

Breadcrumb Trail: VirtualAssistant Setup

Assistant Creation Overview

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While the Virtual Assistants all have different purposes, the process of setting up and configuring an Assistant is the same or similar for most types of Assistants.  

The topics within this Assistant Creation Overview section will describe the general process of setting up a new Assistant, including the most common fields and settings you will encounter. You can refer back to these sections when setting up your individual Assistants. Remember that the Assistants are different, so you may not see all of these described tabs in all Assistant edit forms.

1.Create or Edit Assistant

2.Assistant Schedule Tab

3.Assistant Settings Tab

4.Assistant Message Tab

5.Assistant Attachments Tab

6.Assistant Send To Tab

7.Assistant Logs Tab

8.Save and Close Assistant

About Calendar Assistants: Calendar Assistants are a bit different than the rest of the Virtual Assistants, so Calendar Virtual Assistant Setup is described separately under Calendar Assistants.

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