Creating assistants

Create your assistants and add knowledge bases to them.

Creating new assistants

Do the following:

1. Go to the Create page of the Analytics activity center and select Assistant.

   You can also create assistants from Answer in Analytics or by clicking Create new > Assistant in Catalog.

   In a knowledge base, you can also click Create assistant.

2. After Name, enter a name for the assistant.

3. Optionally, after Description, enter a description for the assistant.

4. After Space, select the destination space.

5. Optionally, after Tag, enter any tags you want to apply to the knowledge base.

6. Click Create.

Managing assistant knowledge bases

Manage assistant knowledge bases in Overview.

In the Overview tab, you can add and remove knowledge bases. Assistants can have a maximum of five knowledge bases. You can manually index knowledge bases from Overview. You can also open knowledge bases in a new tab.

Adding knowledge bases to assistants

Do the following:

1. In the Overview tab, click Add knowledge base.

   You can create a new knowledge base to add by clicking Create knowledge base.

2. Select the knowledge bases you want to add.

3. Click Select.

Indexing knowledge bases from assistants

Do the following:

• In the Overview tab, click beside the knowledge base you want to index and click Index all files.

Removing knowledge bases from assistants

Do the following:

1. In the Overview tab, click beside the knowledge base you want to delete and click Remove from assistant.

2. Click Remove.

Adding conversation starters

Conversation starters help your assistant direct conversations, helping users get the most out of your assistant.

Conversation starters are available at the start of the chat. Selecting a starter asks the assistant that question. Conversation starters allow you to add a curated list of questions available to your assistant's users. These questions help show your users what is possible with your assistant.

You can add a maximum of five conversation starters to your assistant.

Do the following:

1. In the Conversation starters tab, click Create conversation starter.

2. Under Question, enter a question and press Enter.

Customizing assistant settings

You can customize additional chat settings for your assistant in Settings, including the avatar icon and error message text.

Customizing assistant details

Under Assistant details, you can change the following:

• Name: The assistant name.

• Description: The assistant description.

• Tags: Add or select tags to apply to the assistant. For more information, see

Customizing chat settings

Under Chat settings, you can modify the following settings:

• Avatar icon: Add a custom avatar icon for the assistant. Images must be PNG files and must be 1 MB or smaller.

• Welcome message: Add a welcome message to your chat.

• Error messages: Customize the error message text for the following errors:

  • Question outside bounds of knowledge: This error occurs when the knowledge base does not have enough information to answer a question.

  • Question included prompt injection: This error appears when a question or knowledge file contains language intended to insert additional instructions or rules into the prompt.

  • Question is too complex: This error occurs when a question consists of too many parts, which makes it difficult to identify a clear answer.