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

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 Groups or your Private space
DescriptionUser-facing description that appears in chatEssential for setting user expectations and providing clear guidance
Best practices for writing effective descriptions:
  • Introduce the Assistant’s purpose: Clearly explain what the Assistant is designed to help with
  • Provide usage instructions: Give specific examples of questions users can ask
  • Set expectations: Explain what the Assistant can and cannot do
  • Include guidelines: Share any rules or boundaries for appropriate use
  • Use clear, conversational language: Write as if speaking directly to your students
Example: “I’m your Research Writing Assistant! I can help you develop thesis statements, organize your arguments, and cite sources properly. Ask me about: developing research questions, structuring essays, or APA/MLA formatting. Please note: I cannot write essays for you, but I can guide you through the writing process.”

Managing Assistants

Managing Assistants - Duplicate and Move Options
Once you’ve created an Assistant, you can manage it through the three-dot menu that appears when you hover over the Assistant name in the sidebar.

Next Steps


Video Tutorial

Watch the Complete Walkthrough

See the entire Assistant creation process from start to finish