CassidyAI

Uses a selected Cassidy Assistant to generate text (has context of your business and knowledge base). Follow these steps:

Add a Generate Text with Cassidy Assistant action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Generate Text with Cassidy Assistant action to add it to your workflow.

Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

Select an assistant: Choose the Cassidy Assistant you want to use for generating text.

*Refer to the <a href="https://docs.cassidyai.com/en/collections/9119773-assistants">Assistants collection</a> for more info.

Write a prompt: In the "Prompt" field, enter the text that will guide the selected assistant in generating the desired output. You can reference variables from previous steps or the trigger to provide context.

*Variables are inputs from the trigger, or outputs from previous steps

Toggle "Show Knowledge Base References" (optional): If you do not want the assistant to include citations from its knowledge base in the generated text, you can toggle off the "Show Knowledge Base References" option.

Update Advanced Model Settings (optional): If you want to fine-tune the AI model's behavior, you can adjust the following settings (under "Advanced Model Settings" tab):

- Maximum Length: The maximum number of tokens for the generated response. A higher length will allow for longer outputs but will also consume more credits. Adjust this setting based on the desired response length and your credit usage preferences.
- Temperature: This setting controls the randomness and creativity of the generated text. A lower temperature (e.g., 0.1) will produce more predictable and focused results, while a higher temperature (e.g., 1.0) will lead to more diverse and creative outputs. We recommend starting with a temperature of 0.70 and adjusting it based on your specific requirements.


1. Add a Generate Text with Cassidy Assistant action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Generate Text with Cassidy Assistant action to add it to your workflow.
 

2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

3. Select an assistant: Choose the Cassidy Assistant you want to use for generating text.
 
 *Refer to the <a href="https://docs.cassidyai.com/en/collections/9119773-assistants">Assistants collection</a> for more info.
4. Write a prompt: In the "Prompt" field, enter the text that will guide the selected assistant in generating the desired output. You can reference variables from previous steps or the trigger to provide context.
 
 *Variables are inputs from the trigger, or outputs from previous steps
5. Toggle "Show Knowledge Base References" (optional): If you do not want the assistant to include citations from its knowledge base in the generated text, you can toggle off the "Show Knowledge Base References" option.

6. Update Advanced Model Settings (optional): If you want to fine-tune the AI model's behavior, you can adjust the following settings (under "Advanced Model Settings" tab):
 - Maximum Length: The maximum number of tokens for the generated response. A higher length will allow for longer outputs but will also consume more credits. Adjust this setting based on the desired response length and your credit usage preferences.
 - Temperature: This setting controls the randomness and creativity of the generated text. A lower temperature (e.g., 0.1) will produce more predictable and focused results, while a higher temperature (e.g., 1.0) will lead to more diverse and creative outputs. We recommend starting with a temperature of 0.70 and adjusting it based on your specific requirements.

How to set up and use action