For more details you can read our detailed assistant creation guide of how to build an assistant.
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 to send user input to your assistant. The first is the chat input field you already know from normal chat. This lets you send any message to the assistant and receive a response. You can set conversation starters, which are saved prompts users can click instead of writing the first message. These help guide users and reduce the effort needed to get started.

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Form

The other input type is the form input field. Forms collect information in a structured way, similar to a survey tool. This helps guide users to understand how much context is necessary for a quality response and collects it in a standardized format that the model can process more easily.

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Instructions

Describe what you want to achieve with this assistant and define clear instructions. Include as many relevant details and background information as possible. This enables the assistant to answer better and more closely to your expectations. Check out our 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 which model this assistant will use. For details about choosing the right model, refer to our model guide.

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Creativity

AI models choose the next word or token using probabilistic calculations. You can influence how much randomness you allow in generation, which affects creativity levels.

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Sharing

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

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Usage Insights

Click the three dots to find usage insights. This section helps assistant creators optimize based on user feedback. There are two sections: Analytics shows quantitative insights like user numbers, messages, and conversations over time. The feedback tab lets you browse through user reactions (likes/dislikes) and comments about what needs improvement. Feedback is only shared with the assistant creator when users actively choose to share it.