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. Select the team for the assistant here
4. Select the project for the assistant here
5. Click on "Add"
6. Give Assistant a suitable name
7. Write a Description about what the Assistant does
8. Define the Assistant’s Role
9. Click on Add Custom Instruction
Custom behavior instructions enable fine-tuning to handle specific scenarios or requirements. These instructions dictate how the assistant should act or what it must take care of in its responses.
10. Give Custom Instructions
11. Click on Save
12. Select the Visibility of your Assistant
13. Click on More Options
14. Add Conversation Starters for the Assistant
Provide a few example questions or prompts that users can ask to begin interacting with the assistant.
15. Select a Reasoning Pattern for Your Assistant
Choose the most suitable reasoning mode based on how you want your assistant to think and respond.
For a complete guide on available reasoning modes and how to choose the right one, visit:
Reasoning Modes Guide
16. Choose How Your Assistant Thinks
Here, We selected CodeAct as the reasoning mode because our assistant is designed to generate, explain, and interact with code intelligently.
17. Click on Create assistant
18. Chat with the assistant to observe the instruction being followed
19. The assistant has added the next topic suggestion as instructed in the custom instruction
