Choosing the Right Assistant

Moterra provides two AI assistants, each designed for a different type of task. Using the correct assistant helps ensure accurate results and a smoother experience. This article explains the differences between the assistants and helps you decide which one to use.

Written By Kristė Vagnerytė

Last updated About 1 month ago

Overview of the Assistants

General Assistant

Use the General Assistant when you need to create new content or work with publicly available information.

Typical use cases include:

Creating documents, emails, and presentations
Researching topics, trends, or competitors
Generating images or charts
Analyzing files you upload
Translating documents

The General Assistant works with internet-based knowledge and files you provide in the chat.

Internal Knowledge Assistant

Use the Internal Knowledge Assistant when you need information from your company’s internal documents.

Typical use cases include:

Finding company policies and procedures
Searching internal documents
Getting exact answers with citations
Comparing multiple company documents
Creating reports based on internal data

This assistant only uses documents available in your company’s knowledge base or connected systems.

How to Choose the Right Assistant

Use the table below to quickly decide which assistant to use for your task.

What you need	Use this assistant	Example
Research current topics or trends	General Assistant	“What are the latest industry trends?”
Create a document or presentation	General Assistant	“Create a sales presentation outline”
Generate images or charts	General Assistant	“Create a chart showing growth trends”
Find company policies	Internal Knowledge Assistant	“What’s our vacation policy?”
Search contracts or procedures	Internal Knowledge Assistant	“Show me termination clauses in vendor contracts”

Common Mistakes to Avoid

Using the General Assistant for company-specific information
The General Assistant does not have access to internal company documents.
Using the Internal Knowledge Assistant for internet research
It only works with documents available in your company’s knowledge base or connected systems.
Mixing multiple tasks in one chat
Start a new chat when switching topics to improve accuracy and performance.

💡 Using Both Assistants Together

In some cases, it can be useful to use both assistants sequentially.

Example:

Use the Internal Knowledge Assistant to retrieve a company policy.
Use the General Assistant to research relevant external best practices.
Use the Internal Knowledge Assistant again to compare internal documents with external information.

This approach allows you to combine internal company context with external knowledge when needed.

Example: Updating Your Securiy Policy

First - Use Internal Knowledge Assistant

Show me our current data security policy section 5
Then - Use General Assistant

What are the current industry best practices for data security in 2025?
Finally - Use Internal Knowledge Assistant
Compare our policy with these industry standards you found online