Getting Started with Assistants

How to create an Assistant

Follow these steps to create and use a simple chat Assistant.

1. Navigate to the Assistants page.
2. Click Create Assistant.
3. Give your Assistant a name and description (optional).
4. Select your Knowledge Base from the Knowledge Bases dropdown menu.
5. Click Create to submit the form.

How to use an Assistant

Once your Assistant has been created, you will be directed to the Assistant chat screen. Type a message to start a conversation thread with your new Assistant. Try asking it something about your data!

You can return to a previous conversation by selecting the corresponding thread in the Run Config panel to the right. Alternative, you can clear the conversation thread or start a new one.

Pro Tip:

Add a ruleset to provide your Assistant with instructions and guidance for how it should behave.