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Assistants

On this page, you will first see how to create a new assistant:

Creating an assistant Below you will find a description of the individual tabs of the assistant detail according to the current version of the application (Overview, Configuration, Interface, Prompts, Analysis, Evolution, Conversations, Feedback, History).

Overview​

  • Tabs: Name (model, connection, description), Development, Feedback, Conversations (last 30 days) and User Conversations (Top 5).
  • Used for a quick check of the assistant's status; the "View More" links lead to the details.
  • Screenshot:
    Assistant Overview

Configuration​

  • Name: the name of the assistant displayed in overviews, searches, and the list of assistants.
  • Description: a short description of the assistant's purpose; helps with orientation in the team.
  • Chatbot Tool: choice of provider/connection (Assistant Connection), which determines the available models.
  • Model Name: specific model from the selected provider.
  • Data connection: connection to data collections from the Data Collections section; determines what knowledge the assistant can work with.
  • Access: visibility and team settings; Organization = everyone in the organization, Shared = selected users/teams, Private = only you.
  • Preview: preview of the assistant's icon in the list.
  • Change icon: selection of a custom icon.
  • Recommended icons: quick presets of common icons.
  • Icon color: color of the icon.
  • Temperature: degree of creativity/variability; lower value = more consistent responses.
  • Maximum Length: limit on the length of generated responses (shortens outputs and monitors costs).
  • Presence Penalty: penalizes repetition of topics; encourages new information.
  • Frequency Penalty: penalizes repetition of words/phrases; reduces redundancy.
  • Initial Message: introductory message displayed at the start of a new conversation.
  • System Message: main system prompt defining the role, tone, and rules of the assistant.
  • Shared Tools: tools shared within the organization that the assistant can use.
  • Private Tools: private tools available only to you.
  • Subassistants: connection of additional assistants for delegating specific tasks.
  • Enable public chat: makes the assistant available outside the main application.
  • Enable Authenticated Chat Widget: allows embedding a chat widget on an external website with Google login.
  • Screenshot:
    Assistant Configuration

Interface​

  • Public chat toggle with generated Chat URL (copy button).
  • Authenticated chat widget toggle and Google Client ID field for embedding with login.
  • Screenshot:
    Assistant Interface

Prompts​

  • Table of all prompts; Create Prompt button to create a new one.
  • After creation, you can manage the prompt text and the launch schedule.
  • Screenshot:
    Assistant Prompts

Analysis​

  • Section for an overview of the assistant's performance (volume and quality of interactions).
  • Screenshot:
    Assistant Analysis

Evolution​

  • Overview of user suggestions for prompt evolution (date, user, message, rating).
  • Develop action (suggests modifications) and Apply Evolution (applies changes).
  • Screenshot:
    Assistant Evolution

Conversations​

  • List of conversations with users: date, user, subject, number of messages; eye icon opens the thread detail.
  • Screenshot:
    Assistant Conversations

Feedback​

  • Collected ratings and comments on the assistant's responses.
  • Screenshot:
    Assistant Feedback

History​

  • Audit log of actions on the assistant (date, user, entity, action type).
  • Allows tracking modifications to the model/prompt/data connections.
  • Screenshot:
    Assistant History