Getting Started with Assistants

Getting Started with Assistants#

How to create an Assistant#

Follow these steps to create and use a simple chat Assistant.

  1. Navigate to the Assistants page.

  2. Click Create Assistant.

  3. Give your Assistant a name and description (optional).

  4. Select your Accessing Data in a Knowledge Base from the Knowledge Bases dropdown menu.

  5. Click Create to submit the form.

How to use an Assistant#

Once your Assistant has been created, you will be directed to the Assistant chat screen. Type a message to start a conversation thread with your new Assistant. Try asking it something about your data!

You can return to a previous conversation by selecting the corresponding thread in the Run Config panel to the right. Alternative, you can clear the conversation thread or start a new one.

Pro Tip: > > Add a ruleset to provide your Assistant with instructions and guidance for how it should behave.