Assistants Overview

​

What are Assistants?

Assistants are specialized AI agents configured with specific instructions, tools, and capabilities to perform particular tasks. They combine prompts, models, and tools into reusable AI workflows that can be shared across spaces and teams.

​

Key Features

​

Assistant Components

​

Instructions (System Prompt)

The core behavioral definition of your assistant:

• Persona: How the assistant presents itself
• Capabilities: What the assistant can do
• Tone & Style: Communication approach
• Constraints: Limitations and boundaries
• Best Practices: Guidelines for responses

​

Tools

Functional capabilities your assistant can use:

• Web Search: Internet research and current information
• Space Search: Search within your space’s data
• Custom Data: Access uploaded files and documents
• API Requests: Call external APIs
• MCP Tools: Custom tool integrations
• Model Selector: Choose models dynamically

​

Model Configuration

AI model settings for the assistant:

• Default Model: Primary model to use
• Temperature: Response creativity (0-2)
• Max Tokens: Response length limit
• Context Window: Memory capacity
• Streaming: Real-time response generation

​

Metadata

Organizational information:

• Name: Assistant identifier
• Description: Purpose and capabilities
• Category: Classification for discovery
• Logo: Visual identification
• Tags: Searchable keywords
• Version: Track iterations

​

Assistant Types

​

Personal Assistants

• Created by individual users
• Private by default
• Can be shared selectively
• Tied to creator’s account
• Full customization available

​

Organization Assistants

• Created at organization level
• Available to all members
• Managed by admins
• Consistent across spaces
• Centrally configured

​

Space Assistants

• Created within a specific space
• Available to space members
• Configured per space
• Can use space-specific data
• Inherits space permissions

​

Pro Assistants

• Pre-built by Pulze
• Production-ready
• Specialized capabilities
• Regular updates
• Professional quality

Explore Pro Assistants →

​

Assistant Discovery

​

Browse Assistants

Find assistants through:

• Search: By name, description, or tags
• Categories: Grouped by use case
• Popular: Most used assistants
• Recent: Recently created or updated
• Favorites: Your bookmarked assistants
• Shared with Me: Assistants others have shared

​

Assistant Categories

• Customer Support: Help desk and support tasks
• Content Creation: Writing and editing
• Data Analysis: Analytics and insights
• Code Development: Programming assistance
• Research: Information gathering
• Sales & Marketing: Business development
• Personal Productivity: Task management
• HR & Recruitment: People operations

​

Using Assistants

​

In Spaces

Set as default assistant:

1. Navigate to space settings
2. Find “Default Assistant” section
3. Select your assistant
4. Save configuration

All new conversations in the space will use this assistant by default.

​

In Conversations

Choose assistant per conversation:

1. Start a new conversation
2. Click assistant selector
3. Choose from available assistants
4. Begin conversation

​

Switching Mid-Conversation

Change assistants during a conversation:

1. Open assistant panel
2. Select different assistant
3. Context is maintained
4. New responses use new assistant

​

Assistant Versions

Track and manage assistant iterations:

​

Version Control

• Create New Version: Save changes as new version
• Version History: View all previous versions
• Rollback: Restore earlier versions
• Compare: Diff between versions
• Publish: Mark version as stable

​

Version Metadata

• Version number or name
• Creation timestamp
• Author information
• Change description
• Usage statistics

​

Assistant Sharing

​

Share with Spaces

Make assistant available in specific spaces:

1. Open assistant configuration
2. Navigate to “Share with” section
3. Select target spaces
4. Set permissions (view/edit)
5. Save changes

​

Share with Users

Grant individual access:

1. Go to assistant settings
2. Click “Share”
3. Enter user emails or names
4. Assign permissions
5. Send invitations

​

Organization-Wide

Make assistant available to everyone:

1. Configure assistant
2. Set visibility to “Organization”
3. Requires admin approval
4. Appears in everyone’s assistant list

​

Assistant Permissions

Control who can do what:

Permission	View	Use	Edit	Delete	Share
Owner	✓	✓	✓	✓	✓
Editor	✓	✓	✓	✗	✗
User	✓	✓	✗	✗	✗
Viewer	✓	✗	✗	✗	✗

​

Assistant Analytics

Track assistant performance:

• Usage Count: Total conversations using assistant
• User Adoption: Number of users
• Success Rate: Positive vs negative feedback
• Token Consumption: Resource usage
• Popular Tools: Most used capabilities
• Average Rating: User satisfaction scores

​

Best Practices

​

Common Use Cases

​

Customer Support Assistant

• Answer common questions
• Troubleshoot issues
• Generate support tickets
• Escalate to human agents
• Track satisfaction

​

Content Writer Assistant

• Draft blog posts and articles
• Generate social media content
• Create marketing copy
• Edit and improve text
• Maintain brand voice

​

Data Analyst Assistant

• Query databases
• Generate visualizations
• Analyze trends
• Create reports
• Provide insights

​

Code Assistant

• Review code
• Suggest improvements
• Debug issues
• Generate documentation
• Explain complex logic

​

Research Assistant

• Gather information
• Summarize documents
• Find sources
• Compare options
• Generate reports

​

Assistant Lifecycle

​

Next Steps