Assistant Configuration

You have the following configuration options to customize your assistant:

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Icon, Name, and Description

Short descriptive information to identify the assistant and describe how it works to other users

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Input Type

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Prompt (Default)

There are two ways of sending the assistant user input. The first way is the chat input field you know already from the normal chat. This let’s you send any message to the assistant and receive a response here.

You can set conversation starters. These are saved prompts the user can click on instead of writing the first message. They help to guide the user and reduce the effort needed to get started.

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Form

The other input type is the form input field. The form allows you to collect information in a structured way, similar to a survey tool. This helps to guide users to see how much context is necessary to receive a qualitative response and collect them in a standardized format which can be processed by the model more easily.

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Instructions

Describe what you want to achieve with this assistant and define instructions. Describe as many relevant details and background information as possible. This will enable the assistant to answer better and more closely to your expectations. Read the assistant creation guide and our prompting guide for more details.

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Knowledge

Attach knowledge and files to your assistant. You can either upload files from your computer or attach files from the integrations to the assistant.

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Actions

Actions are capabilities you can give to your assistant. These can be capabilities of the chat, like web search, image generation, or data analysis.

But it can also be requests the assistant can send to other tools you use, to e.g. create an email draft, update an entry in your CRM or create a support ticket in your ticketing systems. You can find our integrations guides here.

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Model

Choose the model this assistant will use. For details about choosing the right model, you can refer to our model guide.

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Creativity

AI models choose the next word or word piece (token) with probabilistic calculations. You can influence how much randomness you allow in the generation and influence the creativity.

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Sharing

In the top right corner, you find options to share and to use the assistant. You can share it with anyone in the workspace or share editing and usage permissions with specific groups or individuals.

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Usage Insights

When clicking on the three dots, you will also find an option with usage insights. This section helps the assistant creator to optimize the assistant based on feedback from the assistant users.

There are two sections: One shows analytics for quantitative insights, like number of users, messages and conversations by time. In the second tab, you can browse through feedback users left for you by liking / disliking a response and commenting what did not work well yet. Feedback is only shared with the assistant creator, if the user actively selects to share feedback, of course.