Cassidy's Assistant creation flow makes it easier and more intuitive than ever to build powerful, personalized AI assistants. With over 75 templates to choose from, and enhanced customization options, you can create the perfect assistant for any task.
Start creating your Assistant: Navigate to the "All Assistants" section and click the "+ Create New Assistant" button in the top right corner.
Choose your Assistant type: You have access to over 75 new templates organized by department, or you can create a custom assistant from scratch.
To use a template: Browse the templates organized by department (e.g., Sales, Marketing, Engineering, etc.) on the left-hand side. Click on a department to see the available templates, then select one that fits your needs.
To create a custom assistant: Click on "Create a Custom Assistant" and provide a name and description for your assistant.
Define Assistant instructions: Once you've selected a template or started a custom assistant, the system will generate a series of questions tailored to your selection. Answer these questions to help the AI refine the assistant's purpose and instructions, then click "Continue" to move to the next step.
Add Knowledge Bases: Connect your assistant to relevant information sources by selecting the parts of the Knowledge Base you want your assistant to access under the "Knowledge Base" section. Click "Continue" when finished.
Add Tools: A new feature in this flow allows you to add tools directly during the creation process. Under "Tools," you can add integrations that allow your assistant to interact with external apps, such as "Web Search" and "Data Analysis." Click "Continue" to proceed.
Review and customize: Finalize your assistant's appearance and permissions in this step.
Customize your assistant's icon: Click on the "Customize" option to change the icon and background color. You can choose from a wide selection of new icons and colors.
Define permissions: Set the access permissions for your new assistant. You can choose to place it in a specific folder to control who can use it.
Click "Continue" when finished.
Finalize and deploy: The final screen will confirm that your assistant is ready. Click "Start Chat" to begin using your new assistant immediately.
Once your assistant is created, you can start using it in chats and workflows.
To learn how to interact with your assistant in a chat, refer to the selecting an assistant article in the Chat collection.
For information on using assistants in workflows, see the Use Cassidy Assistant article in the Triggers & Actions collection.
Remember, you can always edit and refine your assistants later to better suit your needs. The steps to modify, fine-tune, and manage your assistants' permissions can be found in the respective articles within the Assistants collection.