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Configuring Your Assistants

Assistants are configurable interfaces that allow users to interact with Knowledge Stores. Each assistant is associated with an large language model (LLM) vendor and a set of capabilities. You can create multiple assistants tailored to different use cases or teams.

Understanding the Assistants Interface

Navigate to Management > Semantic Search >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 a New Assistant

  1. Click the Management icon in the application menu.

  2. Under Semantic Search, click Assistants.

  3. Click +New Assistant.

  4. Provide the following information on the New Assistant screen. Complete 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 >Semantic Search>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.

  5. Click Submit.

Editing an Existing Assistant

  1. Click the Management icon in the application menu.

  2. Under Semantic Search, click Assistants.

  3. Click the Edit menu. A drop-down menu appears.

  4. Click Edit Assistant.

  5. Modify the fields you would like to change.

  6. Click Submit.

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