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

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.

3

Configure Settings

4

Test Assistant

Test your assistant’s capabilities:

  • Start test conversations
  • Try different scenarios
  • Verify knowledge retrieval
5

Save and Deploy

Finalize your assistant configuration:

  • Save as draft to continue editing
  • Publish to make it available to your team

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?