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Assistants

AI-powered chatbots you create, configure, and deploy to interact with your users.

Key Concepts

Instructions

Define how your assistant behaves - its personality, tone, and reliability. Well-crafted instructions are the foundation of an effective assistant.

Model Selection

  • gpt-4o-mini (default): Fast, cost-effective, suitable for most use cases
  • gpt-4o: Advanced capabilities for complex reasoning

Temperature

Controls response creativity. Lower (0.1-0.3) = consistent. Higher (0.8-1.5) = varied. Default: 1.0

Technical Detail

Temperature affects probability distribution during text generation. Lower values make the model deterministic, higher values increase variety.

Privacy

  • Private: Only you can access
  • Public: Shareable via link or embed code (generates unique JWT token)

Quick Actions

From the Assistants page:

  • Create - Click "Create Assistant"
  • Edit - Click the edit icon on any assistant card
  • Delete - Click the delete icon (requires confirmation)
  • Manage - Access full settings via "Manage Assistant"

What You Can Do

Task Description
Create Assistants Build new AI chatbots
Customize Appearance Match your brand
Configure Security Set up visitor identification
Share & Embed Deploy on websites
Configure Questions Guide users with pre-filled prompts

Assistant Limits: Free: 1 | Basic: 3 | Pro: 8 (full details)

Getting Started

  1. Create a basic assistant with clear instructions
  2. Test thoroughly before sharing
  3. Refine based on actual interactions
  4. Add knowledge bases for domain accuracy
  5. Customize appearance to match your brand
  • Use case: ECOMMERCE
  • Temperature: 0.4-0.5
  • Connect product catalog
  • Add Shopify integration
  • Use case: BASIC + SafeGuard
  • Temperature: 0.3
  • Clear boundaries in instructions
  • Connect FAQ documents
  • Temperature: 0.6-0.7
  • Conversational instructions
  • Qualifying suggested questions
  • Brand-matched appearance

Optimization Tips

  • Review conversations weekly (first month)
  • Update instructions based on user patterns
  • Test changes in a copy first
  • Monitor completion rate and accuracy

Next Steps

Create Your First Assistant