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 (by plan):
- Gemini 2.5 Flash β Available on Free
- Gemini 2.5 Pro β Available on Go and above
- GPT-5.4 / GPT-4.1 β Available on Plus and above
- Claude Sonnet 4.5 / Grok 4.3 / DeepSeek V4 Pro β Available on Pro and Enterprise
- Click Save
Available models depend on your plan. See AI Models for the full list.
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