How to create an assistant

First steps on creating your own assitant for you or your organization.

There are plenty of reasons why you might want to create your own assistant. Perhaps you want to avoid repeating the same instructions, streamline procedures through automation, or establish clear rules to meet your business requirements. Whatever the reason, we’ve made the process as simple as possible. Just follow these steps to get started:

1. Locate the Assistant Builder Section On the right side of the screen, you’ll find all the tools you need to build your assistant. Start by selecting the "Create Assistant" option to begin the process.

   
2. Fill in Basic Information

   Provide the essential details for your assistant. These details are critical for ensuring the functionality and effectiveness of your bot:

   • Name: Choose a descriptive name that reflects the assistant’s purpose. For example:

     • "Support Assistant" for user inquiries.

     • "HR Bot" for human resources tasks.

   • Description: Write a concise summary that captures the assistant’s purpose and the specific tasks it will handle. This helps users quickly understand its role.

   • Instructions: Define clear guidelines to direct how the assistant communicates and operates. These might include:

     • Preferred communication style.

     • Response preferences.

     • Specific protocols for handling tasks. Providing detailed instructions ensures the assistant meets user expectations.

   • Category: Assign the assistant to a category that aligns with its functions. Examples include:

     • Customer Experience (CX)

     • Sales

     • Finance

     • Other relevant categories.

3. Set Access Controls

   Once the assistant’s details are configured, establish access permissions to manage who can interact with it:

   • Private: Restrict the assistant for personal use only.

   • Specific Team: Allow access to designated team members, ensuring controlled usage.

   This step is essential for maintaining proper visibility and security.

4. Finalize Creation

   After reviewing all the information, finalize your assistant by clicking the "Create" button. A confirmation popup will appear, confirming that your assistant has been successfully created.

tutorial on how to create an assitant