Assistants

With assistants in AI-Corporate you can prepare a recurring task, fixed workflow, or specific form of support. An assistant can for example help with reporting, customer communication, internal knowledge, document analysis, or a spoken practice conversation.

The assistants overview

Open Assistants from the main menu. At the top you can filter the overview:

• All shows all assistants available to you.
• Created by me shows the assistants you created yourself.
• Shared with me shows assistants that someone shared with you directly or via a group.
• From my organization shows assistants made available organization-wide.
• Favorites shows the assistants you pinned to the dashboard.

Hover over a filter icon to see the name. On an assistant card you see the main information. Via Details you can view, among other things, the creator and with whom the assistant is shared.

Working with collections

With collections you can organize your own assistants overview, for example into Customer communication, HR, Projects or Reports.

1. Click New collection.
2. Give the collection a recognizable name.
3. Drag assistants into the collection or move them via Manage.
4. Drag the collections themselves to change their order.

You can rename or delete a collection later. Deleting a collection does not delete the assistants; they will simply be outside of any collection. Empty collections are not shown when an active filter contains no matching assistants.

Creating an assistant

At the top of the overview there is a wide card for creating a new assistant. Create assistant with AI is the recommended approach. If you want to set all settings yourself, choose Set up an assistant manually.

Create assistant with AI

With the AI approach the questions are all on one page:

1. Optionally fill in a name in advance.
2. Check Create voice assistant when users will mainly have a real-time spoken conversation with the assistant. Use the information icon to read when this is useful.
3. Describe what the assistant should do and who it is for.
4. Describe how the assistant should operate and respond, such as role, workflow, tone, and important boundaries.

AI will then work out a complete proposal. It determines based on your description which tools and settings are needed. You therefore do not need to make these technical choices yourself in advance. Review the proposal and provide any changes before you approve and save it.

You can exit the AI creation without saving an assistant using the cross in the top right.

Set up an assistant manually

The manual approach consists of five steps:

1. Purpose and name – give the assistant a name and description. You can also choose a voice assistant here.
2. Instructions – describe what the assistant should do, which role it has, and which workflow and tone it should use. Optionally add an example question users can use to start the conversation.
3. Options – optionally add files or images. The default language model is already selected. Under the model choice you also determine what other users may do with the assistant's files and images.
4. Tools – enable only the additional tools the assistant needs. Hover over a tool for a short explanation.
5. Test and save – check the settings, optionally try out the assistant, and then save it.

For a voice assistant only settings and tools are visible that are supported during real-time speech. Reference images are not yet available when creating a voice assistant.

Editing an assistant

Open Manage for an assistant and choose Edit. The edit form uses the same clear steps as the manual creation. Existing values, including the selected AI model, are preserved. Fields that do not yet have a value remain empty.

Existing older assistants continue to work the same way. They do not need to be recreated or converted.

Sharing and using

Via Manage you determine with whom you share an assistant. You can share with individual colleagues, one or more groups, or – if you have the rights – with the entire organization. The card will still show that you created the assistant; via Details you can see the exact sharing target.

You can also make an assistant available via a share code. The share code automatically changes every hour on the hour. Generate a new code when a previously shared code has expired.

Click Chat to use the assistant. Pin frequently used assistants as favorites so they also appear on the dashboard.

Test before you share

Always try a new or modified assistant yourself first. Check whether the instructions are clear, the correct tools are used, and answers fit the intended audience.

Important to know

An assistant can make mistakes or respond unexpectedly. Consider the outcome as support and always verify important information with reliable sources. An assistant does not replace professional judgment.