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 "Create Assistant": In the top right corner of the Assistants page, click the "Create Assistant" button.
*You can also create a new assistant from the chat interface's assistant dropdown
Choose setup method: Select either "Custom Setup" to create an assistant from scratch or "Use a Starting Point" to choose from pre-populated options based on common use cases.
Describe your assistant's role: If you selected "Custom Setup," explain what you'd like your assistant to do in the text box provided. If you chose "Use a Starting Point," select the appropriate option, such as "Customer Service Assistant."
Custom setup:
Starting point:
Answer follow-up questions (optional): After Cassidy AI designs your assistant, you may be asked some follow-up questions to improve its understanding of your business. Answer as many or as few questions as you'd like.
Set up a Q&A assistant (optional): Decide whether you want your assistant to be a Q&A assistant, which automatically searches the knowledge base with every request. This is ideal for assistants like Customer Service and HR, but may be less suitable for Marketing or Sales assistants.
*For more information on when to enable this option, read this article.Grant knowledge base access: If you enable the Q&A assistant feature, select the parts of the knowledge base you want your assistant to access. You can always modify these permissions later.
Review and customize settings: Review the assistant's name, description, and prompt. You can edit the prompt if desired, but most customers stick with the pre-populated prompt.
Create your assistant: Click "Finish and Create Assistant" to complete the setup process.
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.