Creating an Assistant

Create your first AI assistant

Steps

1. Go to the Assistants tab in the top navigation

2. Click Create your first assistant (or the + button in the dropdown if you already have one)

3. Enter a name and pick a color

4. Click Create

You'll enter the setup wizard which walks you through:

• Sources — what the assistant can search

• Q&A Pairs — pre-defined answers for specific questions

• Behavior — personality, language, and guardrails

• Appearance — widget colors, greeting, and style

• Deploy — get your embed code

Tip: You can skip steps and come back to configure them later. Only the name is required to create an assistant.