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 to make your Assistant available:
    • Shared with everyone - Available to all Workspace users
      • Note: Only Workspace Owners and Editors can create “Shared with everyone” Assistants
    • Group - Add to an existing Group that’s already “Shared” or in your “Private” space
  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 (for example, “Feedback Provider”) or persona-based for a more approachable feel
Assistant IDUsed for LTI integrationNo customization needed
GroupWhere the Assistant is accessibleUse dropdown to move between Workspaces or Groups 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

Managing Assistants

Duplicating an Existing Assistant

If you want to create a similar Assistant to one that already exists, you can duplicate it:

1

Hover Over the Assistant Name on the Left Sidebar

Locate the Assistant you want to duplicate in your sidebar

2

Click on the Three Dots That Appear

This will open a menu of options for the selected Assistant

3

Select 'Duplicate'

This option appears in the dropdown menu

4

Confirm the Duplication

The system will automatically create a copy in the same Group

5

Customize the Duplicate as Needed

The duplicate will have the same name with “Copy” appended and identical settings

Duplicating is especially useful when you want to:

  • Create variations of an Assistant with minor differences
  • Test new configurations without affecting the original
  • Quickly deploy similar Assistants across different Groups

Moving an Assistant Between Groups

You can move an Assistant from one Group to another to change who has access to it:

1

Hover Over the Assistant Name on the Left Sidebar

Locate the Assistant you want to move in your sidebar

2

Click on the Three Dots That Appear

This will open a menu of options for the selected Assistant

3

Select 'Move To'

This option appears in the dropdown menu

4

Choose the Destination Group

Select where you want to move the Assistant from the list of available Groups. The Assistant will be transferred with all its settings and training data intact.

Moving Assistants is particularly useful when:

  • Transitioning an Assistant from a private development Group to a public Group
  • Reorganizing Assistants for different semesters or academic terms
  • Changing which students or faculty have access to a specific Assistant
  • Consolidating Assistants that were created in different Groups

Next Steps


Video Tutorial

Watch the Complete Walkthrough

See the entire Assistant creation process from start to finish