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Create an Assistant
Chloe Lam avatar
Written by Chloe Lam
Updated over 3 months ago

  1. Click " Create" and select " Create an Assistant" on the left sidebar.

  2. Give the Assistant a name and decide if the Assistant should be at the workspace or course level. Editors and owners can modify the information after the assistant has been created.

    • 💡Tip: Name the Assistant based on their role or persona. This allows users to easily discern which Assistant to direct their questions towards.

      • For example:

        • Financial Aid Advisor

        • Linear Algebra Tutor

        • Grammar Bot

    • Course - Determines who has access to the Assistant.

      • 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.

      • Course - This allows only the users within that course to have access to the Assistant. Intended for courses with multiple Assistants.

  3. Click "Create Assistant."

  4. (Optional) Change your Assistant’s persona by modifying their name and profile photo.

    • Giving your Assistant a persona can humanize the interaction, making the Assistant more approachable and encouraging students to engage and seek help comfortably.

  5. (Optional) Write in the Assistant's description in the field provided.

    • 💡Tip: Provide a detailed description of how the Assistant is intended to support users. For individuals new to AI, this information can provide context on what they can expect to gain from talking with the Assistant.

  6. Click "Save Changes."

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