How to create an Assistant
Cassidy's AI Assistants allow you to create function-specific assistants tailored to different business areas, such as marketing, customer service, or HR. Follow these steps to create your custom Assistant:
Navigate to the Assistants page: Click on the "Assistants" option in the left sidebar of your Cassidy dashboard.
Click "+ New Assistant": In the top right corner of the Assistants page, click the "+ New Assistant" button.
Choose your creation method: Select from three options to create your Assistant:
Custom Assistant: Type in a description for what your Assistant should do and how it should behave
Template: Select from pre-built templates based on common use cases.
Create a blank Assistant (Advanced): Start with a completely blank Assistant for full customization
Configure Business Context: Fine-tune your Assistant by answering the generated list of questions. By providing more context and details, the AI will be able to generate a better and more accurate set of instructions. Click "Continue" when finished.
Configure Knowledge Base: Choose Knowledge Base sources and select your search mode:
Always Search: The Assistant will search the Knowledge Base every time, regardless of the request
Smart Search: The Assistant will decide when to search the Knowledge Base. It only searches when it determines it's useful for answering the request
Click "Continue" to proceed, or click "Skip" if you want the Assistant to not search the Knowledge Base when answering questions.
Configure Tools: Add tools like Data Analysis, Web Search, Image Generation, and Workflows to your Assistant. For more details on how this works, refer to the Tools collection. Click "Continue" when finished.
Review: Based on your configurations, your Assistant will be created. You can update the icon, Assistant name, and description, then click "Continue".
Select folder location: Choose which folder to add the Assistant to.
Your Assistant is ready: From here you can:
Configure deployments: Add it to Microsoft Teams, Slack, or other platforms
Click "Advanced Settings": Edit detailed settings (see Editing and fine-tuning an Assistant for more information)
Start chatting: Click "Start Chat" to begin using your new Assistant
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.