Create an AI Assistant

AI Agents → Manage assistantsAI administrators1 min read
  1. Open /ai-agents-assistants and select New Assistant.
  2. Choose Smart Assistant or External Connection.
  3. Enter the required Name, optional description, and initial Active state.
  4. Under Appearance, choose a colour and an emoji, icon, or brand mark.
  5. Complete the settings for the selected type.
  6. Choose Only me, Specific people, or Everyone under Visibility.
  7. Save, test the assistant, then activate it for the intended audience.

A Smart Assistant requires a generation model. An External Connection requires an Endpoint URL. The form cannot be saved until the required values are present.

New assistants are private by default. Keep a new assistant restricted while testing its answers, sources, and error behaviour.

Still stuck? See Get Help with Support or reach your workspace administrator.