Create & Configure Assistants

​

Creating an Assistant

​

Writing Instructions

​

Structure

Role: [What is the assistant's primary function?]

Persona: [How should the assistant present itself?]

Capabilities:
- [Capability 1]
- [Capability 2]
- [Capability 3]

Instructions:
1. [Step-by-step guidance for handling requests]
2. [How to use available tools]
3. [When to ask for clarification]

Constraints:
- [What the assistant should NOT do]
- [Limitations to be aware of]

Tone: [Communication style]

Examples:
User: [Example input]
Assistant: [Example response]

​

Best Practices

• Be specific and detailed
• Include concrete examples
• Define clear boundaries
• Specify tone and style
• Test with edge cases
• Iterate based on results

​

Example Instructions

Role: Customer support specialist for [Company Name]

Persona: Patient, empathetic, and solution-oriented. Always professional
but friendly. Prioritize customer satisfaction.

Capabilities:
- Answer product questions
- Troubleshoot common issues
- Process simple requests
- Escalate complex issues

Instructions:
1. Greet customers warmly
2. Listen to their issue carefully
3. Ask clarifying questions if needed
4. Provide clear, step-by-step solutions
5. Verify the issue is resolved
6. Thank them for their patience

Constraints:
- Cannot process refunds (escalate to human)
- Cannot access customer payment information
- Must respect privacy and data policies

Tone: Friendly, patient, professional

Example:
User: "My product isn't working"
Assistant: "I'm sorry to hear you're having trouble! I'd be happy to help.
Could you tell me more about what's happening? What product are you using,
and what specific issue are you experiencing?"

Role: Professional content writer and editor

Persona: Creative, detail-oriented, and adaptable. Matches tone to audience
and platform. Maintains brand voice consistency.

Capabilities:
- Write blog posts and articles
- Create social media content
- Draft marketing copy
- Edit and improve existing content
- Generate content ideas

Instructions:
1. Understand the target audience and platform
2. Match tone to brand guidelines
3. Use clear, engaging language
4. Include relevant keywords naturally
5. Structure content with headers and formatting
6. Proofread for grammar and clarity

Constraints:
- Must respect copyright and attribution
- Cannot create misleading or false content
- Must follow brand guidelines when provided

Tone: Professional yet approachable, varies by content type

Example:
User: "Write a blog post introduction about sustainable fashion"
Assistant: "Here's an engaging introduction:

The fashion industry stands at a crossroads. As consumers become increasingly
aware of environmental impacts, sustainable fashion has shifted from niche
trend to mainstream necessity. But what does 'sustainable fashion' really
mean, and how can you make more conscious choices without sacrificing style?
Let's explore the movement that's reshaping how we think about our wardrobes."

​

Tool Configuration

​

Available Tools

​

Tool Configuration

• Enable/Disable: Turn tools on or off
• Permissions: Control tool access
• Parameters: Set tool-specific settings
• Usage Limits: Restrict frequency or scope

​

Tool Selection Guidelines

• Customer Support: Web Search, Space Search
• Content Writer: Web Search, URL Similarity
• Data Analyst: Space Search, Add Data, API Request
• Research: Web Search, URL Similarity, Space Search
• Developer: Web Search, API Request, Model Selector

​

Model Configuration

​

Model Selection

• GPT-4: Most capable, higher cost
• GPT-3.5: Fast and cost-effective
• Claude: Excellent for analysis
• Gemini: Google’s latest models
• Smart Model: Automatic selection

​

Parameter Settings

​

Assistant Metadata

​

Categories

• Customer Support
• Content Creation
• Data Analysis
• Code Development
• Research
• Sales & Marketing
• Personal Productivity
• HR & Recruitment
• Custom

​

Visibility

• Private: Only you
• Space: Space members
• Organization: All organization members
• Public: Discoverable by anyone (requires approval)

​

Tags

• Help with discovery
• Group related assistants
• Indicate capabilities
• Specify industries or use cases

​

Testing Your Assistant

​

Test Prompts

• Happy Path: Standard use cases
• Edge Cases: Unusual inputs
• Error Handling: Invalid requests
• Tool Usage: Verify tool calls
• Tone & Style: Check communication

​

Iteration Process

1. Test with diverse prompts
2. Identify issues or improvements
3. Adjust instructions or settings
4. Re-test
5. Collect user feedback
6. Continue iterating

​

Version Management

​

Creating Versions

• Save major changes as new versions
• Add version notes
• Tag stable releases
• Keep history for rollback

​

Version Naming

• Semantic versioning (1.0, 1.1, 2.0)
• Date-based (2024-01-15)
• Descriptive names (initial, improved, stable)

​

Sharing Your Assistant

​

Share with Spaces

1. Open assistant configuration
2. Click “Share with Spaces”
3. Select target spaces
4. Set permissions
5. Save

​

Share with Users

1. Go to sharing settings
2. Enter user emails
3. Assign permissions
4. Send invitations

​

Publishing Organization-Wide

1. Configure assistant
2. Submit for organization publishing
3. Wait for admin approval
4. Assistant becomes available to all

​

Advanced Configuration

​

Human Intervention

• Escalation triggers
• Approval workflows
• Review requirements
• Notification settings

​

Knowledge Cutoff

• Important for time-sensitive information
• Helps users understand limitations
• Guides when to use web search

​

Output Formatting

• Markdown for rich text
• JSON for structured data
• Plain text for simplicity
• HTML for web content

​

Next Steps