Custom assistants

In addition to the assistant Steeple available by default, an organization can create its own custom assistants. Each custom assistant responds based on a selected set of documents (for example, an "HR" assistant that relies on human resources documents).

The assistant gallery

The page Assistants is presented as cards the custom assistants accessible to the user. The assistant Steeple by default is not listed there: it remains available at any time from the conversation assistant selector. When no custom assistant is available, the page shows "No custom assistant".

Click a card to activate the corresponding assistant and start a conversation. The last assistant used is remembered for future visits.

Change assistant

During a conversation, it is possible to switch to another assistant:

• Open the assistant selector from the bottom of the conversation panel (Change assistant)

• Choose the desired assistant from the list

Only assistants the user has access to are offered.

Create a custom assistant

Creating an assistant is reserved for administrators.

• From the page Assistants, click on New assistant

• Fill in the assistant's information:

  • Name (required) — for example, "HR Assistant"

  • Description (optional) — in one sentence, what this assistant is for

  • Who can interact with the assistant — the assistant's audience

  • Assistant resources — the folders and documents the assistant relies on to answer

• Confirm to create the assistant

Define the audience

The field Who can interact with the assistant determines who can see and use the assistant:

• Entire organization : all collaborators have access

• One or more communities : only members of the selected communities have access

Edit or delete an assistant

From a custom assistant card, an action menu (reserved for administrators) allows you to:

• Configure : change the assistant's name, description, audience, and resources

• Delete : permanently remove the assistant

The assistant Steeple by default cannot be edited or deleted.

Recipes

Each assistant can offer recipes, ready-to-use use cases. Details are described in the article Assistant recipes.