Follow these steps to create and configure an Assistant:

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

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.

What’s Next?