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Create Custom Assistants

Create custom assistants tailored to your specific needs. We recommend starting with assistant templates to familiarize yourself with the platform before building custom assistants.

Creating a Custom Assistant

  1. Navigate to the Assistants section.

  2. Click + Create Assistant in the Project Assistants menu:

    Create Assistant button

  3. Configure the assistant properties:

    Assistant Configuration

Configuration Fields

FieldDescription
ProjectThe project where the assistant will be created
Shared with Project TeamEnable to allow team members to view and use the assistant
NameDescriptive name for the assistant
SlugUnique human-readable identifier for sharing (e.g., my-custom-assistant)
DescriptionBrief description of the assistant's purpose and capabilities
System InstructionsCore prompt that defines the assistant's behavior and responses
Icon URL (Optional)URL to an image for the assistant's avatar
Data Source Context (Optional)Project documentation or Git repository for context
Available ToolsTools and integrations to extend the assistant's capabilities

Slug Configuration

The slug creates a unique URL for sharing your assistant:

Slug example

tip

Only fill in the slug field if you plan to share the assistant with others.

Variables

Use variables in system instructions to create dynamic prompts:

Static Variables:

  • Current User: The email address of the current user
  • Date: Current date and time

Click on a variable to insert it into your System Instructions.

Dynamic Variables:

Use the Manage Prompt Vars button to create custom dynamic variables for your specific use case.

Tools Configuration

Select tools to extend your assistant's capabilities:

Tools configuration example

Performance Consideration

Each tool requires additional computing power, which may increase response time. Select only the tools your assistant needs.

Integration Required

Most tools require prior integration setup in User Settings before they can be used by assistants.

Managing Your Assistant

  1. Once created, your assistant appears in the My Assistants menu:

    My Assistants list

  2. Use the action menu to manage your assistant:

    Assistant actions

    Available actions:

    • Edit: Modify assistant configuration
    • Delete: Remove the assistant
    • Clone: Create a copy
    • Publish to Marketplace: Share with the community
    • Copy Link: Get shareable URL
    • View Details: See full configuration
  3. Click the Chat icon to start a conversation. The assistant will also appear in the quick Assistants list for easy access.