How to edit and fine-tune an assistant
Cassidy allows you to edit and fine-tune your AI assistants to ensure they align with your organization's specific requirements and brand voice. Follow these steps to modify your assistant:
Navigate to the Assistants page: Click on the "Assistants" option in the left sidebar of your Cassidy dashboard.
Open the assistant settings: Locate the assistant you want to edit and click the "..." icon in the top right corner of the assistant's card. From the dropdown menu, select "Edit."
*Alternatively, you can edit an assistant directly from the chat interface by clicking on the assistant dropdown and selecting the "Edit" option next to the assistant's name.
Navigate between tabs: The assistant settings are organized into three main tabs:
General: Configure basic settings, instructions, brand voice, and Knowledge Base Search
Tools: Access and configure tools for your assistant
External Deployments: Deploy your assistant to external platforms
Modify basic information (General tab): Under the "General" tab, you can update the assistant's name, description, and choose the base model for the assistant.
*For more information on managing assistant permissions, visit the article in this collection.
Configure Advanced Model Settings: Click to expand the "Advanced Model Settings" section to fine-tune your assistant's behavior. For detailed information on these settings, see Configuring Advanced Model Settings.
*Advanced Model Settings are available on Enterprise plans only
Adjust instructions: Add and remove instructions provided to the assistant to better guide its behavior and outputs. Clearly describe the tasks you want the assistant to perform and any specific guidelines it should follow.
Fine-tune brand voice: In the "Brand Voice" section, upload examples of your organization's previous writing, such as blog posts, product descriptions, or customer communications. Cassidy will analyze these examples and train the assistant to adapt to your unique brand voice and style.
Configure Knowledge Base Search settings: Enable or disable the Knowledge Base Search feature, which allows the assistant to search the knowledge base. If enabled, select the specific parts of the knowledge base you want the assistant to access and choose between two search modes:
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
Limit search results timeframe: Enable or disable the Timeframe Limit for Search results, which allows you to select a specific timeframe for the search results within the knowledge base and prioritize those that are more recent and relevant.
*When enabled, you will have the option to specify the timeframe on the chat page. Refer to the limiting search results timeframe article for more information.
Access Tools (Tools tab): Navigate to the "Tools" tab to configure and manage tools available to your assistant. Tools enhance your assistant's capabilities by enabling specialized functions. Your assistant will intelligently determine when to use these tools based on user requests. For detailed information on available tools and their configuration, see the Tools collection:
Set up External Deployments (External Deployments tab): Use the "External Deployments" tab to deploy your assistant to various platforms:
Save changes: After making the necessary adjustments, click the "Save" button to apply your changes to the assistant.
By regularly editing and fine-tuning your AI assistants, you can ensure they remain up-to-date with your organization's evolving needs and consistently provide accurate, on-brand responses.