Create a customized assistant tailored to your requirements and needs. To complete the setup, you must select at least one AI model, enter a system prompt, and provide a name.
Home page > Menu icon > All Assistants > New Assistant
Click “New Assistant.”
Note If you do not see the “New Assistant” button, you are missing the required permission. Ask an administrator to enable this feature for you.
Choose the settings that suit you.
Click “Create Assistant.”
Image and Name
Give your assistant a name and select a profile image.
Click into the form field and enter a meaningful name. To save the entry, click outside the form field.
Optionally click Select Image to upload an image. A window will open where you can choose the desired image from your computer.
System prompt
Use the system prompt to define your assistant’s behavior, tone, and style.
Click the text field to view or edit your system prompt.
Your changes are saved when you click outside the text field.
Click the round arrow in the upper-right corner of the tile to reset the system prompt to its original version.
A window opens with three options:
- Cancel: Close the window and keep the modified system prompt.
- Reset: Revert the system prompt to the original version.
- Best Practice: Choose a commonly used system prompt that typically yields good results.
AI Model
Define which AI model your assistant should use.
Click the tile to select the desired AI model.
You will be redirected to a subsequent page. Here you will see an overview of all AI models available to you.
Make your selection by clicking a tile.
The selected AI model is now highlighted in green with a border and a checkmark.
Confirm your selection by clicking “Apply and back.”
The currently active AI model is now displayed directly on the tile.
To select the original AI model, click the round arrow in the upper-right corner of the tile. Confirm by clicking “Reset” or choose “Cancel.”
Connectors
Assign additional data sources—called connectors—to your assistant.
Click the tile to select one or more connectors.
You will be redirected to a subsequent page. Here you will see an overview of all connectors available to you.
Make your selection by clicking a tile.
Confirm your selection by clicking “Apply and back.”
The tile will now display how many connectors are active.
To reset the connector selection, click the round arrow in the upper-right corner of the tile and confirm the process in the following window.
Functions & Files
Configure file uploads and advanced processing options for your assistant.
Click the tile to go to the subsequent page.
Allow file uploads in chat
Enable the checkbox Allow file uploads in chat so that users can send files to the assistant within the chat. The allowed file types are automatically determined based on the selected AI model.
Upload your own files
Use Select files to provide the assistant with your own files as a knowledge base. These files are permanently available to the assistant.
Finalize your adjustments by clicking the 'Apply and back' button.
Expert Settings
The Expert Settings section is only displayed if you have enabled the
Expert View in your account settings.
- Document Processing – Defines how uploaded files are processed. By default, the method is chosen automatically. In the Expert Settings, you can manually switch between:
- via OpenAI API – Files are processed through the OpenAI API.
- via configured Embedding Model – Files are processed locally using the configured embedding model.
- Code Interpreter always available – Makes the Code Interpreter available on every call (not only for certain file types). The assistant can use it to execute code, e.g. for calculations or data analysis.
Please note that files sent directly to the AI model may violate your
company’s data protection policies. Which file types are sent directly to the
model is configured in the Model Configuration via the
Allowed MIME Types setting. Description & Examples
Optionally, enter a brief description for your assistant and, if desired, add sample task instructions.
Click the tile to go to the subsequent page.
Click the text field to enter a description of your assistant. Click outside the field to save your entry. If you leave this field empty, the description will be generated automatically.
Click the 'Add example' button and enter a sample task instruction for the assistant in the text field that appears.
You can provide multiple examples.
Click outside the text field to save the example.
Click the trash can icon to delete an example.
Select the 'Apply and back' button to continue.
To reset your entries, click the round arrow in the upper-right corner of the tile and confirm the process in the following window.
Data protection
Decide whether the so-called GDPR Protection should encrypt your personal data before it is passed on to the AI model. You have three options:
- Enabled
- Optional
- Disabled
Make your selection by clicking one of the three buttons.
Select 'Apply and back' to confirm your choice.
