---
title: "Loopio Assistant"
slug: "loopio-assistant"
updated: 2025-10-21T08:58:03Z
published: 2025-10-21T08:58:03Z
canonical: "help.unleash.so/loopio-assistant"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.unleash.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Loopio Assistant

To integrate Unleash into Loopio and make it available as a source for answering questions, follow the steps below.

**Before you begin, keep these requirements in mind:**

- Each end user must have an active user account in Unleash to generate answers via Loopio.
- To create a Unleash user, have them log in to [app.unleash.so](http://app.unleash.so). This will automatically create their account.
- Loopio respects user-level permissions defined in Unleash. Only users with proper access can generate answers using Unleash.
- Be sure to share the Unleash assistant you create for this integration with all intended Loopio users. If it isn’t shared, they won’t be able to generate answers in Loopio.
- The API key used for this integration must be set to **Impersonated** mode.

## Step 1: Connect Unleash in Loopio

- As an admin, log into your **Loopio** account.
- Navigate to **Integrations**.
- Click **Connect** next to Unleash.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2025-07-17 at 10.20.40.png)

- You’ll be prompted to enter an **API Key**, your **Unleash email**, and your **Assistant ID**.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2025-07-17 at 10.21.15.png)

## **Step 2: Grant Users Permission in Loopio**

1. Click **Admin** in the top navigation.
2. Click **Roles & Permissions**.
3. Select a Role that should have access to use Unleash as an information source (e.g., User).
4. Click **Customize Permissions**.
5. Enable the permissions **Generate & Edit Answers** and **Can use Unleash** under the **Generative AI** section of Project Permissions.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image(20).png)

## Step 3: Generate an API Key in Unleash & Create an Assistant

- Log into your Unleash account at [https://app.unleash.so/](https://app.unleash.so/).
- Create a [General Assistant](/v1/docs/unleash-general-assistant).
  - Click on ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Group%202413(2).png) **Control Center.**
  - Click on ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Type13(1).png) **Assistants**.
  - Click **+New Assistant**.
  - Click **General Assistant**.
  - Start [configuring the assistant](/v1/docs/unleash-general-assistant#step-2-configuring-the-assistants-source).

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/image-1752736716380.png)

- Create an [API Key](/v1/docs/api-keys) in Unleash.
  - Click on ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Group%202413(2).png) **Control Center.**
  - Click on ![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Frame 1261157409.png) **API Keys.**
  - Click **+ Create API Key.**
  - Give your API Key a name.
  - Ensure that **Impersonated** is selected as the access mode

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2025-07-17 at 10.14.21.png)

- Select the Assistant you created to be associated with the key.
- Click **Create Key.**
- Press **Copy** to copy the key.
  - Please copy this key and save it somewhere safe. For security reasons, it cannot be viewed again.
- Click **Done**.

## Step 4: Complete the Loopio Integration

- Paste the **API Key** into Loopio.
- Enter the **email address** associated with your Unleash account.
- Return to the Assistant page in Unleash and copy the **Assistant ID** from the URL.
- Paste the Assistant ID into the field in Loopio and click **Continue**.
- You’ll see a confirmation that Unleash is connected.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2025-07-17 at 10.12.24.png)

> Note: You cannot change the API key and Assistant after setup. To update it, you’ll need to disconnect and reconnect the integration.

## Step 5: Using Unleash in Loopio

**From your project where no answer is available:**

- Click **Generate an Answer**.
- Under **Information Sources**, go to the **External** tab and select **Unleash**.
- Choose your **Writing Preferences**.
- Click **Generate Answer** to create a response based on the selected settings.

![](https://cdn.document360.io/9c439416-8f37-43ae-8ba7-d5c31de26a65/Images/Documentation/Screenshot 2025-07-22 at 10.33.09.png)