How to Create and Use an Assistant

Go to an Admin Panel, which you can find in the upper right corner of the screen.

Go to the “Assistants” section in the menu on the left side of the screen.

Click on “New assistant”.

Fill in the assistant details:

• Name the Assistant:
  • In the “Name” field, type a name that reflects the purpose of the assistant.
• Provide a Description:
  • In the “Description” field, write a short description that explains the main function or purpose of the assistant. This will help you understand when to choose this assistant.
• Set an Assistant Icon (Optional):
  • If you want to customize the assistant's icon, you have two options:
  • Regenerate: Click this to automatically generate an icon.
  • Upload Image: Alternatively, you can upload a .png or .jpg file to set a custom image for the assistant. This will override any generated icon.
• Write a System Prompt:
  • In the “System Prompt” section, provide a detailed description of what the assistant is intended to do. This can include its target audience, its main purpose, and specific tasks it should help with.
  • Example: “You are an assistant for On-Call engineers. Your goal is to read the provided context documents and give recommendations as to how to resolve the issue.”
• Choose an LLM Provider:
  • From the “LLM Provider” dropdown, select the large language model that will power the assistant.
• Enable Advanced Capabilities (Optional):
  • If you need advanced features, check the corresponding boxes:
  • Image Generation Tool: Enables the assistant to create images based on text descriptions.
  • Search Tool: Allows the assistant to perform searches to find real-time information.
• Add Additional Instructions (Optional):
  • In the “Additional Instructions” field, provide any specific instructions that guide the assistant in handling user queries.
• Add Starter Messages (Optional):
  • If you want the assistant to start conversations with predefined messages, click the green ADD NEW button. This allows you to set an initial message that users will see when they start interacting with the assistant.
• Set Accessibility:
  • Is Public: Check this box if you want the assistant to be available to all users. If left unchecked, only specified user groups will have access to the assistant.
• Finalize and Create:
  • Once you’ve set up all desired options, click the “CREATE” button at the bottom to save and deploy the assistant.

You will be able to see all of your assistants and modify them according to your needs in the “Assistants” tab, which you can find in the menu on the left side of the screen.

Go to an “AI chat”, which you can find on the upper side of the screen.

You will be able to pick an assistant you want to use from a dropdown list.

After choosing an assistant, you can ask a question. The assistant, using the data it is connected to and its instructions, will give you an answer.

You can see the sources the answer comes from on the right side of the screen and in the form of links directly in the answer.

• Define Clear and Targeted Purposes
  • When setting up an assistant, think carefully about its primary goal. The more specific the purpose, the better the assistant will perform. A clear purpose also helps in configuring the system prompt and selecting the appropriate LLM, ensuring relevant responses.
• Customize System Prompts for Precision
  • Customize the system prompt to give the assistant specific guidance on its responses, tone, and knowledge areas. This might involve including typical queries, preferred response styles, or industry-specific terms.
• Regularly Update and Refine the Assistant’s Scope and Content
  • As your business needs evolve, so should the assistant. Regularly reviewing and updating its system prompt, knowledge base, and capabilities ensures it stays relevant and useful.
• Be Clear and Concise in Your Questions
  • Clarity and conciseness are key to effective prompting. When you’re clear and to the point, the assistant can better understand your intent and deliver relevant responses. Avoid overly complex language or ambiguous terms, and focus on the essential details. For example, instead of "Tell me everything about data science," try "Give a brief overview of data science and its main areas."