Configuring Your Assistants

Users can interact with an assistant to asking questions about their data. Each assistant is connected to one or more Knowledge Stores and makes calls to a configured Large Language Model (LLM) vendor to generate responses.

Using semantic search, assistants identify information relevant to a user’s question based on meaning and similarity, not exact matches. This makes them well suited for tasks such as summarizing information, comparing data across sources, and exploring trends or patterns.

Assistants generally perform best when they are designed for a focused workflow or use case. For example, one assistant might focus on sales performance data, while another specializes in analyzing contracts. You can tailor each assistant’s Knowledge Stores, capabilities, and user access to match its intended purpose.

Understanding the Assistants Interface

Navigate to Management > AI Assistants >Assistants, and you will see a table of your existing assistants.

Name

The assistant's display name used across the system.

LLM Vendor

The configured Large Language Model (LLM) vendor used by this assistant.

Status

Indicates whether the assistant is active and available for use.

Agents

Capabilities available to this assistant.

Filtering the Display

To filter the display, use the dropdown menus and type-in boxes above the table.

Creating an Assistant

Click the Management icon in the application menu.
Under AI Assistants, click Assistants.
Click +New Assistant.
Provide the following information:

Name

Required— Unique identifier for the Assistant.

Vendor

Required— The vendor you would like to use with this assistant. You must set this up in advance in the Management >AI Assistants>Vendors.

Memory

Optional— Provide information that will be kept in the assistant's memory when answering questions.

User Roles

Optional— Select one or more roles allowed to interact with this assistant.

Agents

Optional— Select the functional capabilities this assistant can use.

Important:

To use an assistant in the SQL Editor, you must enable the Text-to-SQL agent when configuring the assistant.
Click Submit.

Editing an Existing Assistant

Click the Management icon in the application menu.
Under AI Assistants, click Assistants.
Click the Edit menu. A drop-down menu appears.
Click Edit Assistant.
Modify the fields you would like to change.
Click Submit.