Set up your assistants

Add assistants

To add a new assistant, follow the below steps. You can add as many assistants as you need.

1. In the Assistants tab, click New Assistant.

1. For the quickest set up, select Wizard Mode.

1. Select the assistant type, and give your assistant a name. Provide it with clear behavior instructions.

   • If you select the Intent Recognition assistant type, you must also select the intent set you want to link to it.

1. Personalize your assistant.

1. Upload documents to train your assistant.

1. You can now either Test or Save your assistant's settings.

Optionally, you can configure advanced settings for your assistant:

• Temperature: Controls how "random" or "creative" the generated responses are. A lower value makes the response more focused and predictable. Adjusting the temperature allows users to balance between creativity and coherence, depending on the desired outcome of the text generation.

• Top P: A technique that helps generate text that is coherent and diverse, providing a middle ground between deterministic and purely random sampling methods. Lower values (e.g., 0.1) make responses more focused and deterministic. Higher values (e.g., 0.9) allow more creativity and variation. Unlike temperature, Top P adapts to the confidence of the model at each token and filters the output distribution to consider only the most probable tokens (words or subwords).

• Amount of chunks to return: Controls how many pieces of relevant information are retrieved in response to your search query. Chunking is essential for handling long documents or conversations, ensuring that the model can process extensive data by breaking it into manageable parts.

• Language model memory: If enabled, the assistant will respond using internal memory and not the context provided.

• Use general context: If enabled, the assistant will use both its documents and the information available in the general assistant's documents.

The newly created assistant now appears in the Assistants tab and is enabled by default.

• From here you can test, edit, disable, or delete it.

Edit or enable/disable assistants

The General Assistant is added by default. You cannot disable or delete it, but you can edit certain elements.

1. On the Assistants tab, select the Edit icon (pencil).

1. From here you can edit the Name, Type, Instructions, and Advanced Settings for the assistant.

2. You can also change the status of the assistant (Enabled/Disabled).

3. Before saving your changes, click the Test button to apply the changes and try it out using the chat widget on the right.

4. Once you are happy with the changes, click Save to update the assistant accordingly.