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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.

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