Assistants

Steps for Creating and Using a Wizard

1. Create a wizard

1. Select a wizard: Click "Wizards" in the left-hand menu.

2. Create a new wizard: Click the "New Wizard" button in the top right corner to create a new wizard.

2. The Interface

The wizard interface consists of several sections:

1. Function menu: Here you can review the basic settings; explanations of the respective tabs are provided below.

2. Interaction Area: This area displays the assistant’s communication interface so you can test it directly.

3. Status: This shows whether the current configuration is saved. Changes are automatically saved after every click, so you don’t have to worry about losing anything.

4. Share: Allows you to share the wizard with others.

5. Test Assistant: Here you can jump directly to the finished assistant.

3. Features

3.1 General

• Name: Give your assistant a unique name that describes its function.

• Description: Summarize in a few words what the assistant is supposed to do. This will then be displayed below the name.

  • Tip: Try to explain what the assistant does in one sentence. This is especially helpful for your colleagues when they use your assistant to write. Provided, of course, that you’ve shared the assistant with your colleagues. Otherwise, only you have access.

• Model Selection: Choose the appropriate AI model, e.g., GPT-4o, based on your use case.

• Creativity: Adjust the model’s creativity level. A value of 0.5 is a good starting point for a balance between creative and deterministic. For number-heavy assistants, we recommend 0.1/0.2; for text-based tasks, you can set it as high as 0.7/0.8.

  • Tip: Avoid the extremes of 0 and 1. Experience shows that this leads to poorer results. But feel free to try it out for yourself!

3.2 Prompt

• Instructions: Give the assistant clear rules of conduct. This determines its reactions and interactions. You can find a "Template for an assistant prompt" here.

• Conversation starters: Create pre-written messages that serve as a starting point for the assistant.

3.3 Files

• File Management: Browse through files available to the assistant. Select the relevant ones or add new ones. You can see the processing status directly next to each file.

  • Note: The maximum file size is technically 512 MB. However, we recommend not uploading too many large files to an assistant. With too many files, the assistant may start to malfunction.

3.4 Tools

• Functions: Activate specific tools that the assistant should use. All tools available in normal chat are also available here. An overview of the tools and how they work can be found at you can find here.

3.5 Memory

• Add reminders: Save information that the assistant can use to offer personalized services. You can also do this in chat with the assistant. Just tell him in chat if there are things he should remember for the future

  • Note: Reminders are available to all users of the Assistant. So don’t give it any sensitive data there.

• Search memories: Use the search function to find and edit saved memories.

4. Share Assistants

Sharing assistants enables collaboration and access to specialized features within your team or with selected individuals.

• Select an assistant: Choose the assistant you want to share.

• Access the Share option: Click the Share button.

• Add people: Enter the names of the people who should have access. (These people must be members of the same workspace!)

  • Set access rights: Choose whether the people should act as "Viewers" or "Editors," meaning they can only use the assistant or also edit it.

• General access: Decide whether the wizard should be accessible only to invited people or to all members in the workspace.

• Save: Confirm the changes to save the access rights and share the wizard.