Create an AI Assistant
- Open
/ai-agents-assistantsand select New Assistant. - Choose Smart Assistant or External Connection.
- Enter the required Name, optional description, and initial Active state.
- Under Appearance, choose a colour and an emoji, icon, or brand mark.
- Complete the settings for the selected type.
- Choose Only me, Specific people, or Everyone under Visibility.
- 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.
