Create AI Assistants with data access
Assistants
An Assistant is an 'AI persona' with access to specified data sources, with custom instructions on how to process and analyze the data. Each Assistant can be used in a variety of ways.
See it in action
Manage multiple Assistants for different teams and tasks
You can create separate Assistants for different parts of your organization or different use cases.
For example:
- An HR Assistant trained only on onboarding and internal policy documents
- A Customer Support Assistant focused on product FAQs and help guides
- A Sales Assistant with access to brochures and pricing sheets
Each Assistant works independently and responds based on the context you define.
Customize response style for different teams and audiences
Each Assistant can be configured to speak differently.
For example:
- Use a formal tone for legal or compliance-related answers
- Use a friendly and informal tone for internal team chat
- Use concise bullet-point summaries for executives
This allows you to adapt the Assistant’s communication style to the audience’s expectations.
Define custom instructions and response formatting
Beyond tone, you can define exactly how each Assistant should respond.
For example:
- Always return a checklist when answering policy-related questions
- Format output as a short paragraph followed by a link to the source
- Summarize answers in tables if the question involves comparison
You have full control over how the information is structured and delivered.
Pick AI models that match the scale and complexity of the task
Not every task needs a powerful or expensive model.
For example:
- Use a fast lightweight model for internal quick lookups or repetitive questions
- Use a more advanced reasoning model for strategic research or document analysis
This lets you balance performance and cost based on real needs.
Restrict Assistant knowledge to specific data you control
Each Assistant can be trained on a unique set of sources.
For example:
- An Assistant for clients that only has access to public documentation
- An internal Assistant trained on sensitive company knowledge not accessible externally
This ensures that each Assistant only "knows" what it should – nothing more.
Assistants FAQ
What is an Assistant?
An Assistant is an AI persona with access to selected data sources and custom instructions to process and analyze information in a structured way.
How is an Assistant different from a Bot?
An Assistant is a general AI entity that processes data and provides insights. A Bot is a specific implementation of an Assistant, used in platforms like WhatsApp or Slack.
Can I create multiple Assistants?
Yes! You can create multiple Assistants, each tailored to different tasks and with unique access permissions.
Can Assistants access external data sources?
Yes, Assistants can connect to external data sources through Connectors, enabling them to retrieve and analyze relevant information.
Can I customize how an Assistant responds?
Absolutely! You can define custom instructions to control how an Assistant processes and delivers responses.
Can an Assistant interact with multiple users?
Yes, Assistants can be used by multiple users, either through direct interactions or via Bots and Generators.
How do I assign tasks to an Assistant?
You can interact with an Assistant directly or set up Automations and Generators to structure interactions and streamline tasks.
Can I limit an Assistant's access to specific data?
Yes, you can configure an Assistant to only access certain data sources, ensuring that it only processes relevant information.
Do Assistants learn over time?
While Assistants don’t learn autonomously, you can update their instructions and data sources to improve their responses.
Can I use the same Assistant across different platforms?
Yes! The same Assistant can be used in multiple platforms, including Generators, Automations, and chatbots like WhatsApp Bots.
Can I choose different AI models for different Assistants?
Yes, each Assistant can be powered by a different language model depending on your performance and cost requirements.
Can Assistants have different response styles?
Yes! You can adjust the tone, format, and depth of answers for each Assistant, making them suitable for different teams or audiences.