Click "
Create" or hover over your Course name and click
that appears.
Select "
Create an Assistant".
Give the Assistant a name and decide if the Assistant should be at the workspace level or with a course.
Course - Determines where the Assistant will be located.
No course (Workspace) - This allows all users within the workspace to have access to the assistant. Intended for institution-wide support, such as academic advising, financial aid, etc.
Note: Only Workspace Owners and Editors can create workspace Assistants.
Course - This allows only the users within that course to have access to the Assistant.
Click "Create Assistant."
Assistant General Settings
Avatar - Upload an image to be used as your Assistant Avatar
Name - Give your Assistant a name. Names can vary from roles or personas.
Giving your Assistant a role name can help users navigate between multiple Assistants. It provides clarity on what the Assistant is designed to do.
Feedback Provider
FASFA Advisor
Practice Interviewer
Giving your Assistant a persona can humanize the interaction, making the Assistant more approachable and encouraging students to engage and seek help comfortably.
Assistant ID - This is used for LTI integration.
Course - Use this dropdown to move the Assistant into the workspace level or a different course. Only the courses you have access to will appear.
Description - The Assistant description will be located at the center of the chat interface. The description can be used to introduce the Assistant and provide the user with instructions and guidelines on how to engage with the Assistant.
Complete Assistant Creation
Click here to learn about defining your Assistant's knowledge scope and upload your personal training data
Click here to learn about setting your Assistant's prompt, the directions that shape how your Assistant behaves and responds
Click here to learn about creating conversation starters, designed to lower the barrier for users new to interacting with AI Assistants