Add Assistant
Overview
Establishing a clear, relevant name that reflects the assistant’s functionality.
Writing a concise yet impactful description that communicates what the assistant does and who it's designed for.
Structuring the assistant’s core functions and expected behaviors to ensure clarity and focus.
Crafting effective prompts and guidelines to shape how the assistant responds and interacts with users.
Adding initial interaction examples to help users engage with the assistant naturally and effectively.
Choosing the most appropriate reasoning pattern (e.g., ReAct, Reflection, CodeAct) to match the assistant's task type and decision-making style.
1. Navigate to the assistants page from the sidebar
2. Click on Add Assistant
3. Open the Select Team dropdown to select the team for Assistant
4. Select your team for the assistant here
5. Create a New Team
6. After selecting the Team, Now select the Project for the assistant here
7. Within Teams, you can either select an existing project or create a new one.
8. If you want to create a new project, click on Create new Project
9. Give your project a suitable and meaningful name and Click on Create
10. Clearly explain what you want your assistant to do
11. Click on Add Assistant; the assistant will be created automatically and opened for you.
12. The assistant will be created, and a chat interface will be displayed where you can ask the assistant your queries
13. You can edit your assistant’s name and image here.
14. You can edit your assistant’s description here.
15. Here, you will find all the details related to your assistant.
16. Here you can customize your assistant according to your requirements
17. If you want to completely edit your assistant, click on the three dots to access its settings and instructions.
18. Click on Edit
19. Click on the edit profile icon if you want to set or update your assistant’s image
20. You’ll find three options here: Upload Image, Generate Image, and Remove Image
21. Click on “Generate Image” then Enter a prompt describing how you want your assistant’s image to look.
22. Click on Generate to create an image based on your entered prompt
23. If you’re satisfied with the generated image, click Select; otherwise, update your prompt and try again
24. If you want to change the description or role of your assistant, you can edit it here.
25. Click on the Assistant Model section to choose your preferred model for the assistant
26. Here you’ll see all available models choose the one that best fits your needs
27. Click on Add Custom Instruction
28. Give Custom Instructions to your assistant
29. Click on Save
30. Click on More Options
31. Conversation starters are disabled by default; enable the toggle if you want to add them
32. Add Conversation Starters for the Assistant
33. Select a Reasoning Pattern for Your Assistant
For a complete guide on available reasoning modes and how to choose the right one, visit: Reasoning Patternss Guide
34. Choose How your Assistant thinks
35. Turn on the call toggle if you want your assistant to respond and interact via calls as well.
36. You can select whether your assistant’s voice is male or female.
37. You can assign tags to your assistant to help categorize or identify it easily
We assigned the Writing and Marketing tags to our blog writer assistant.
38. You can enable caching to help your assistant respond faster
To learn more, visit Caching Responses for Assistants →.
39. Here you can enable or disable guardrails for your assistant.
40. The Enable Embed Link toggle allows you to share or embed your assistant publicly
41. Click on Upload Files
42. You can upload your file(s) here.
43. Click on Update assistant
44. Uploaded documents are added to assistant's corpus; click on Corpus to access them.
45. Every assistant has a default corpus already created; click on your assistant’s corpus to access it.
46. Here, you can view all the documents you have uploaded.
47. If you want to upload a document only for a single chat thread, click on the Attach Files icon here.
48. Upload your file(s) here.
49. You can now ask any query related to this document in the thread, the assistant will access the document to provide a response.
50. The documents you uploaded in the thread will appear in the Attachments section.
51. Here, you can view all the documents uploaded in this thread.
52. Initially, your assistant is in Draft mode, which means it is only visible to you.
53. Select the Visibility of your Assistant
54. If you set it to Public or Only Team and click on Publish, your assistant will move to Live mode.
55. Here, you can see that the assistant is now in Live mode.
56. Go to Assistant Tools and enable the appropriate tools for your assistant.
57. Here you can see all the available tools that you can enable or disable for your assistant.
