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Step 1: Access the Creation Menu

  1. Click Create on the top left in the sidebar
  2. Select Create an Assistant
  3. This allows you to create an Assistant at the Workspace level or within any Group
  1. Hover over your Group name
  2. Click the ellipsis that appears
  3. Select Create an Assistant
  4. Group owners can only create Assistants within their own Groups
  5. If you need to create a new Group and don’t have sidebar access, contact your workspace administrator

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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

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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.”

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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.
Create a copy of an existing Assistant with all the same settings and configurations.How to duplicate:
  1. Hover over the Assistant name in the sidebar
  2. Click the three dots that appear
  3. Select Duplicate
  4. The system creates a copy in the same Group with “Copy” appended to the name
When to use duplication:
  • Create variations with minor differences
  • Test new configurations without affecting the original
  • Deploy similar Assistants across different Groups
  • Keep a backup before making major changes
Transfer an Assistant from one Group to another to change access permissions.How to move:
  1. Hover over the Assistant name in the sidebar
  2. Click the three dots that appear
  3. Select Move To
  4. Choose the destination Group from the dropdown
When to move Assistants:
  • Transition from private development to public Group
  • Reorganize for different semesters or terms
  • Change which students or faculty have access
  • Consolidate Assistants from different Groups
The Assistant will be transferred with all settings and training data intact.
Permanently remove an Assistant that’s no longer needed.How to delete:
  1. Hover over the Assistant name in the sidebar
  2. Click the three dots that appear
  3. Select Delete Assistant
  4. Confirm the deletion when prompted
Deletion is permanent and cannot be undone. Consider duplicating first if you might need the Assistant later.

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Next Steps

Assistant Knowledge

Define what information your Assistant can access

Assistant Prompt

Set the directions that shape your Assistant’s behavior

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Video Tutorial

Watch the Complete Walkthrough

See the entire Assistant creation process from start to finish