Assistants

Choose or create an assistant

Start with an assistant that is already available and read its description. If you need a separate specialization, open the workspace's assistant section and create a profile. This requires permission to change workspace settings.

You can choose a starting point from the template catalog. After creating the assistant, review its instructions and connections: a template does not automatically connect your external accounts.

Describe its purpose

Give the assistant a clear name, description and instructions. Explain what it helps with, which materials it uses and how it should present the result. Specify a language and time zone when they matter for the task.

Keep general rules in the profile and task-specific requirements in the conversation. After changing instructions, test the assistant with a short example whose expected result you know.

Add knowledge and skills

Add reference materials the assistant should rely on: product descriptions, formatting rules or reference information. In your request, specify which documents are especially important.

Uploading a file, processing it and using it in a response are separate steps. If the assistant cannot find a fact, check that the file is ready and ask about a specific section.

A skill describes how to do a type of work. A tool performs an action, and a plugin can add both tools and skills. See plugins and skills.

Choose a model and permissions

Choose a primary model from those available in the workspace. If the list is empty, the owner should check the model settings. Whether you can change the model directly in a conversation depends on the assistant's settings.

Review tool permissions: which actions can run immediately, which require a request and which are prohibited. Access to an external service must be connected separately.

Give colleagues access

A member may only have access to some assistants in the workspace. When inviting someone or editing their access, select the assistants they need and ask them to check the list after signing in.

Assistant usage limits and the monetary balance are separate restrictions. Even with a positive balance, a task can stop because it reaches a configured limit.