Ejento AI
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Guides
QuickstartRecipesREST APIsRelease NotesFAQs
Ejento AI
  1. Guides
  • Basic Operations
    • Features
      • Organization → Projects → Assistants → Teams Hierarchy
    • Guides
      • Login/Signup
  • Assistants
    • Overview
    • Features
      • Assistant Access Control
      • Assistant Evaluation
      • Evaluation Metrics
      • URL-based Chat Thread Creation and Prepopulation
      • Reasoning Patterns
      • Staging & Publishing
    • Guides
      • Add Assistant
      • Evaluate Assistant
      • Edit Assistant
      • Assistant Edit Access
      • Embed Assistant
      • Delete Assistant
      • Add Favourite Assistants
      • View Assistant Id
      • Voice Calling with Assistants
  • Corpus
    • Overview
    • Features
      • Corpus Permissions
      • PII Redaction
      • ETag Setup for Corpus Incremental Refresh
    • Guides
      • Assistant Corpus Setup
      • Assistant Corpus Settings
      • Corpus Access Control
      • Corpus Connections
      • View Corpus Id
      • View Document Id
      • Tagging
        • Corpus tagging
        • Document tagging
  • Teams
    • Overview
    • Guides
      • Add a Team
      • Edit a Team
      • Delete a Team
      • View Team Id
  • Projects
    • Overview
    • Guides
      • Add a Project
      • Edit a Project
      • Managing Assistants in a Project
      • Delete a Project
      • View Project Id
  • User Settings
    • Overview
    • Features
      • Ejento AI User Access Levels
    • Guides
      • Add new user
      • Invite Users via Link or Email
      • View my User Id
  • API Keys
    • Overview
    • Guides
      • How to generate API Key and Auth Token
  • Workflows
    • Overview
    • Features
      • Workflow Access Control
    • Guides
      • Add Workflow
      • Workflow Chat
      • Workflow Edit Access
  • Tools
    • Overview
    • Guides
      • Tools Overview
      • Create External Tool
      • Connect Tool to Assistant
  • Analytics
    • Overview
    • Guides
      • Analyzing Data in the Analytics Dashboard
  • Chatlogs
    • Overview
    • Guides
      • Managing Chatlogs
      • View Chatlog & Chat thread Id
  • Integrations
    • Overview
    • Guides
      • Email Indexing
      • Microsoft Teams
      • Sharepoint Indexing
      • Google Drive Connector
      • MS Teams Integration Setup
      • Creating a Connection in Credential Manager
      • Slack App
      • Discord Bot
  • Ejento AI Shield
    • Overview
    • Features
      • Understanding Guardrails
    • Guides
      • How to enable Guardrails
  • Assistant Security
    • Overview
    • Features
      • Assistant Red Teaming
    • Guides
      • Red Team an Assistant
  • Permission Sets
    • Overview
    • Guides
      • Add Permission Set
  • Usage
    • Overview
    • Guides
      • Set Spend Limits
  1. Guides

Add Assistant

Create a new assistant by choosing its project and describing, in a sentence or two, the job it should do. Ejento AI sets up the assistant from your description, including its name, its About text, and its role, so you have a working starting point in seconds that you can refine afterward.

How creating an assistant works#

Every assistant belongs to a project. The project decides who gets access through inherited access, so pick the project whose people should use the assistant.
When you click Add Assistant, Ejento AI:
generates a name and an About description from what you wrote,
writes the assistant's Assistant Role (its main instructions) from the same description,
creates a default corpus for the assistant, named after it, where you can add documents later.
The new assistant starts as a Draft that is Private to you. It becomes Live the first time you deploy it. To learn what makes up an assistant, see the Assistants Overview.

Use cases#

HR help desk: Create an assistant in your HR project and describe it as "answer employee questions about leave, benefits, and onboarding." Everyone in the HR project can work on it, and once it's ready you can open it to the whole company.
Team knowledge assistant: In a project for your engineering team, describe an assistant that "answers questions about our deployment process and coding standards," then add your runbooks to its corpus.
Quick prototype: Describe a new idea in one sentence to see how an assistant would handle it, test it in Staging, and delete it if it isn't useful.

1. Open the Assistants page#

In the sidebar, click Assistants, then click Add Assistant at the top right.
Step 1 screenshot

2. Select a project#

In the Create Assistant window, open Project Selection and choose the project the assistant belongs to. Type in Search projects... to find it, or click Create new project to make a new one.
Step 2 screenshot

3. Describe the assistant#

After you pick a project, What do you want the assistant to do? appears. Describe the assistant's job in a sentence or two, then click Add Assistant. The button stays disabled until you enter a description.
The description shapes the generated name, About text, and role, so mention who the assistant helps and what topics it covers, for example "answer employee questions about the travel and expense policy, such as allowances, approvals, and how to submit receipts."
Step 3 screenshot

4. Review your new assistant#

The assistant is created and opens on its page, marked Draft. Check the generated name and About text in the panel on the right.
To change the name, instructions, model, tools, or other settings and make the assistant live, see Edit Assistant.
Step 4 screenshot
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Staging & Publishing
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Evaluate Assistant