Create Your First Assistant
Step-by-step guide to creating and configuring an AI assistant.
Overview
An Assistant is your AI agent. It has its own knowledge base, model configuration, voice settings, and can be shared with users or embedded on websites.
Create an Assistant
- In the Admin Dashboard, click New Assistant (or navigate to Assistants β Create)
- Fill in the basic info:
- Name β Give your assistant a descriptive name (e.g., "Customer Support Bot")
- Description β Brief description of what it does
- System Prompt β Instructions that define how the assistant behaves
A good system prompt is key. Example: "You are a helpful customer support agent for Acme Corp. Answer questions based on the provided documents. Be polite and concise."
- Click Create
Configure the AI Model
- Go to Assistant Settings β Model
- Choose your preferred LLM:
- Gemini 2.5 Flash β Fast, good for most tasks (included in Free plan)
- GPT-4o β Advanced reasoning (Plus plan and above)
- Claude 3.5 Sonnet β Excellent for nuanced content (Pro plan)
- Grok 3 β Fast with real-time knowledge (Pro plan)
- Click Save
The Free plan includes Gemini 2.5 Flash. Upgrade to unlock GPT-4o, Claude, Grok, and more.
Add Knowledge Base (Optional)
Upload documents so your assistant can answer questions about your content:
- Go to Knowledge Base tab
- Click Upload Documents
- Drag and drop your files (PDF, DOCX, TXT, XLSX supported)
- Wait for processing to complete
See Upload Documents for more details.
Enable Tools (Optional)
Go to Tools tab to enable built-in capabilities:
- Web Search β Search the internet for real-time information
- Image Generation β Create images using DALL-E
- Deep Research β In-depth research from multiple sources