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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
1

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.
2

Choose the settings that suit you.

3

Click “Create Assistant.”

Image and Name

Give your assistant a name and select a profile image.
1

Click into the form field and enter a meaningful name. To save the entry, click outside the form field.

2

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.
1

Click the text field to view or edit your system prompt.

2

Your changes are saved when you click outside the text field.

3

Click the round arrow in the upper-right corner of the tile to reset the system prompt to its original version.

4

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.
1

Click the tile to select the desired AI model.

2

You will be redirected to a subsequent page. Here you will see an overview of all AI models available to you.

3

Make your selection by clicking a tile.

4

The selected AI model is now highlighted in green with a border and a checkmark.

5

Confirm your selection by clicking “Apply and back.”

6

The currently active AI model is now displayed directly on the tile.

7

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.
1

Click the tile to select one or more connectors.

2

You will be redirected to a subsequent page. Here you will see an overview of all connectors available to you.

3

Make your selection by clicking a tile.

4

Confirm your selection by clicking “Apply and back.”

5

The tile will now display how many connectors are active.

6

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 code execution for your assistant.
1

Click the tile to go to the subsequent page.

2

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.
3

Allow code execution

Enable the checkbox Allow code execution (for calculations and files) so that the assistant can run code in every chat, for example for calculations or data analysis. The option is already enabled for new assistants. If it is disabled, the assistant does not run any code. For what the assistant can do with it, see Code execution.
If your assistant is supposed to generate files – for example Excel, Word or PDF files, CSV exports or charts for download – Allow code execution (for calculations and files) must be enabled. The files are produced during code execution and only become available as a download in the chat this way. If the option is disabled, the assistant can only return content as text in the chat.
4

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.
5

Finalize your adjustments by clicking the 'Apply and back' button.

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.
1

Click the tile to go to the subsequent page.

2

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.

3

Click the 'Add example' button and enter a sample task instruction for the assistant in the text field that appears.

4

You can provide multiple examples.

5

Click outside the text field to save the example.

6

Click the trash can icon to delete an example.

7

Select the 'Apply and back' button to continue.

8

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
1

Make your selection by clicking one of the three buttons.

2

Select 'Apply and back' to confirm your choice.