Follow these steps to create and configure an Assistant:

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Prerequisites

Before creating Assistants, ensure you have:
  • Access to Studio
  • Credits in your account
1

Get Started

There are two ways to create an assistant
Start creating your Assistant from Scratch
Creating a blank assistant
Creating a blank assistant
2

Configure Personality

Define your assistant’s core characteristics and behavior. Optionally, you can include dynamic variables (e.g. {{variable_name}}) to customize responses based on input values.
To learn more about replacements, check out the Replacements guide.
Configuring assistant personality
3

Configure Settings

Choose the AI model that best fits your use case:
Setting AI model
Connect your knowledge sources to ground AI responses:
  • Add documents, website URLs, or text content
To learn more about sources, check out the Sources guide.
Attaching knowledge sources
Fine-tune your assistant settings:
  • Response length preferences
  • Temperature, etc.
Adjusting configurations
Access our assistant templates at any point during configuration:
  • View available templates by category
  • Preview template behaviors
  • Apply template settings to your current assistant
Importing assistants
Importing assistants
Importing assistants
This is an alternative way to access assistant templates if you didn’t start with one. Your existing configurations will be overridden.
4

Test Assistant

Test your assistant’s capabilities:
  • Start test conversations
  • Try different scenarios
  • Verify knowledge retrieval
Testing assistant
5

Save and Deploy

Finalize your assistant configuration:
  • Save as draft to continue editing
  • Publish to make it available to your team
Saving and deploying assistant
Users on the Free plan can create up to 10 assistants. Upgrade your plan to create more assistants and access additional features.

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What’s Next?

Assistants Library

Explore our collection of 150+ pre-built assistants for various business needs

Integrate Personas

Learn to integrate personas into your products for consistent AI interactions via REST APIs. Improve user experiences with customized AI personalities that reflect your brand voice.