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Generate Text with Cassidy Assistant
Generate Text with Cassidy Assistant
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up and use action

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

  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 Assistants collection 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.

Here's a sample of the type of output you can expect:
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