Step 1: Access the Creation Menu

Step 2: Configure Basic Settings

  1. Enter a descriptive name that reflects the Assistant’s purpose

  2. Choose where your Assistant will be available:

    • No course (Workspace) - Available to all workspace users
      • Note: Only Workspace Owners and Editors can create workspace-level Assistants
    • Course - Available only to users within the selected course
  3. Click Create Assistant to proceed to customization

Step 3: Customize General Settings

Assistant Identity

SettingDescriptionBest Practices
AvatarUpload an image for your AssistantChoose something relevant to the Assistant’s purpose
NameYour Assistant’s display nameCan be role-based (e.g., “Feedback Provider”) or persona-based for a more approachable feel
Assistant IDUsed for LTI integrationNo customization needed
CourseWhere the Assistant is accessibleUse dropdown to move between workspace or courses you have access to

User-Facing Description

The description appears in the center of the chat interface. Use it to:

  • Introduce the Assistant’s purpose
  • Provide usage instructions
  • Set expectations for users

Next Steps