---
title: "Tools in Assist"
slug: "assist-tools"
updated: 2026-09-23T12:15:48Z
published: 2026-09-23T12:15:48Z
canonical: "documentation.lakesidesoftware.com/assist-tools"
---

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

# Tools in Assist

In Assist, the Tools page allows you to access any pre-authorized [automations](/documentation/docs/automations-4), [engagements](/documentation/docs/engagements), and [surveys](/documentation/docs/tools-surveys) that you can run remotely.

> [!NOTE]
> **NOTE:** If your organization does not use Tools, you will not see that page.

To create surveys and engagements, go to **Configure** > **Tools**. See [Use Survey Builder](/documentation/docs/tools-surveys#build-a-survey) for more information. You can also access engagements and surveys in the [Self-Help tools](/documentation/docs/self-help-app#tools).

## Run Automations

1. From the **Run Automations** tab, browse through the list of automations and select one. Automations are grouped by category, with unassigned ones listed under **Uncategorized**. Selecting an automation displays its description in the right panel.

> [!NOTE]
> **NOTE**: In Assist, the **Run Automations** tab only displays automations that are applicable to the operating system of the system currently in focus. To view or run automations for other operating systems, select a system running that OS.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/Assist categories.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A34%3A26Z&se=2026-11-08T17%3A34%3A26Z&sr=c&sp=r&sig=qeHHd5KeXRGzPqFotvdi8iP4YuF2zK6IR9P8iKcxR6Q%3D)

1. If applicable, enter any parameter values in the **Parameters** section.
2. Determine the **Run Mode**. For automations with **Notify** or **Prompt**, notifications are sent to the Self-Help app, which requires a Windows operating system.
  - **Run Silently**: automation starts and runs in the background.
  - **Prompt**: provides a pop-up that asks if the user would like to run the automation.
  - **Notify**: pop-up that indicates when the automation will run and runs without user input.

1. Click **Run**.

For more information about automations, see [Automations](/documentation/docs/automations-4).

## Run Engagements

1. In the **Run Engagements** tab, select an engagement you want to run and verify that the description describes what you want the engagement to do.

To receive an engagement, systems must have Windows as an operating system and be connected to SysTrack. Engagements are sent to systems using the Self-Help app.

![files](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/run_engagement.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A34%3A26Z&se=2026-11-08T17%3A34%3A26Z&sr=c&sp=r&sig=qeHHd5KeXRGzPqFotvdi8iP4YuF2zK6IR9P8iKcxR6Q%3D)
2. If applicable, enter any parameter values in the **Parameters** section.
3. Click **Run**.

For more information about engagements, see [Configure Engagements](/documentation/docs/engagements).

## Run Surveys

Systems must have Windows as an operating system and be connected to SysTrack to receive surveys. Surveys are sent to systems using the Self-Help app. You can customize surveys in SysTrack **Configure** on the **Tools** > **Surveys** page.

To run a survey, follow the below steps:

1. In the **Assist** > **Tools** page, select the **Survey** button on the right-hand side of the screen.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(398).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A34%3A26Z&se=2026-11-08T17%3A34%3A26Z&sr=c&sp=r&sig=qeHHd5KeXRGzPqFotvdi8iP4YuF2zK6IR9P8iKcxR6Q%3D)

1. Select a survey from the drop-down menu.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(396).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A34%3A26Z&se=2026-11-08T17%3A34%3A26Z&sr=c&sp=r&sig=qeHHd5KeXRGzPqFotvdi8iP4YuF2zK6IR9P8iKcxR6Q%3D)

1. Click the **Show Survey** button. You will see the following confirmation:

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(397).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A34%3A26Z&se=2026-11-08T17%3A34%3A26Z&sr=c&sp=r&sig=qeHHd5KeXRGzPqFotvdi8iP4YuF2zK6IR9P8iKcxR6Q%3D)

For more information about surveys, see [Surveys](/documentation/docs/tools-surveys).