Create an AI Assistant

Build conversational AI assistants that help your team with ongoing dialogue and support.

Creating an AI Assistant is similar to creating a Tool, but you're configuring a conversational interface rather than a form-based workflow.

Starting Assistant Creation

1

Navigate to Assistants

Go to AI Studio → Assistants → Explore

2

Click Design an AI Assistant

Click the "Design an AI Assistant" button.

Explore Assistants page with Design button highlighted
Click 'Design an AI Assistant' to start creating

Creation Methods

Like Tools, you can create Assistants in three ways:

Option 1: Create Manually

  1. Enter a Name for your assistant
  2. Add a Description
  3. Optionally upload an icon
  4. Click "Create" and configure the system prompt

Option 2: Start with Template

  1. Browse template categories (Education, Sales, Support, etc.)
  2. Select a template close to your needs
  3. Customize the name, description, and system prompt

Option 3: Create using AI

  1. Describe what your assistant should do
  2. AI generates the configuration
  3. Review and refine
Tip:
Start with a template if one matches your use case. It's faster to customize an existing prompt than to write one from scratch.

Configuring Your Assistant

After creation, configure these key elements:

System Prompt

The system prompt defines your assistant's personality, knowledge boundaries, and behavior. A good system prompt includes:

  • Role definition — Who is the assistant? (e.g., "You are a helpful HR assistant")
  • Capabilities — What can it do? What should it avoid?
  • Tone — Professional, friendly, casual?
  • Response format — How should answers be structured?
  • Boundaries — What topics to avoid or redirect?

Chat Inputs

Define variables that users fill in before starting a chat. These provide context that shapes the conversation:

  • Grade Level — For education assistants
  • Topic — Subject area to focus on
  • Role — User's role in the organization
  • Project — Context for project-specific help

Connected Sources

Link Sources to ground the assistant's responses in your company's information:

  • Company policies and procedures
  • Product documentation
  • Knowledge base articles
  • Training materials
Note:
Without connected Sources, the assistant relies only on its base knowledge. Always connect relevant Sources for accurate, company-specific responses.

Testing Your Assistant

Before publishing:

  1. Fill in the Chat Inputs with test values
  2. Click "Start Chat"
  3. Ask questions your team would ask
  4. Verify responses are accurate and helpful
  5. Test edge cases and potential misuse

Publishing and Sharing

Once satisfied, publish your assistant:

  1. Save your configuration
  2. Set visibility (Private, Team, or Organization)
  3. Share the assistant link with team members

Best Practices

  • Clear boundaries — Define what the assistant should and shouldn't discuss
  • Specific sources — Connect focused, relevant knowledge bases
  • Test thoroughly — Try various questions before publishing
  • Iterate — Refine the prompt based on real usage feedback
  • Monitor — Review conversation history for quality issues

Next Steps

Learn about Sources to provide your tools and assistants with accurate, up-to-date information.