Learn how to create and configure AI assistants for your specific business needs
Follow these steps to create and configure an Assistant:
Before creating Assistants, ensure you have:
Get Started
There are two ways to create an assistant
Start creating your Assistant from Scratch
Start creating your Assistant from Scratch
Import from Assistant Library and customize it
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.
Configure Settings
Set AI Model
Choose the AI model that best fits your use case:
Attach Sources
Connect your knowledge sources to ground AI responses:
To learn more about sources, check out the Sources guide.
Adjust Configurations Parameters
Fine-tune your assistant settings:
Access Assistant Templates
Access our assistant templates at any point during configuration:
This is an alternative way to access assistant templates if you didn’t start with one. Your existing configurations will be overridden.
Test Assistant
Test your assistant’s capabilities:
Save and Deploy
Finalize your assistant configuration:
Users on the Free plan can create up to 10 assistants. Upgrade your plan to create more assistants and access additional features.
Explore our collection of 150+ pre-built assistants for various business needs
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.
Learn how to create and configure AI assistants for your specific business needs
Follow these steps to create and configure an Assistant:
Before creating Assistants, ensure you have:
Get Started
There are two ways to create an assistant
Start creating your Assistant from Scratch
Start creating your Assistant from Scratch
Import from Assistant Library and customize it
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.
Configure Settings
Set AI Model
Choose the AI model that best fits your use case:
Attach Sources
Connect your knowledge sources to ground AI responses:
To learn more about sources, check out the Sources guide.
Adjust Configurations Parameters
Fine-tune your assistant settings:
Access Assistant Templates
Access our assistant templates at any point during configuration:
This is an alternative way to access assistant templates if you didn’t start with one. Your existing configurations will be overridden.
Test Assistant
Test your assistant’s capabilities:
Save and Deploy
Finalize your assistant configuration:
Users on the Free plan can create up to 10 assistants. Upgrade your plan to create more assistants and access additional features.
Explore our collection of 150+ pre-built assistants for various business needs
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.