Creating your AI assistant
Watch the Video
For a quick walkthrough, watch this video to learn how to create an AI assistant on Addy AI:
Step-by-Step Guide to Creating an AI Assistant
Follow these steps to create your own AI assistant on Addy AI:
1. Open the Assistants Page
- Click on the Assistants icon in the side menu.
- This will take you to the Assistants page. If you don’t have any assistants yet, the page will be empty.
2. Click "Create Assistant"
- Click the Create Assistant button to start creating a new assistant.
- A form will appear where you can enter the assistant's details.
3. Fill in the Assistant Details
- Assistant Name: Enter a name for your assistant. For example, "My Fannie Mae Assistant."
- Organization: Choose the organization where this assistant will be used.
- If you don’t have an organization yet, type a name (e.g., "Test Organization") and click Add to create it.
4. Configure Additional Settings
You can customize your assistant with these optional settings:
- Preferred Language: Select the language in which your assistant will respond.
- Custom Instructions: Add specific guidelines for your assistant, such as:
- Respond in short sentences.
- Use an informal tone.
- Knowledge Base: Add training data for your assistant. (Refer to the dedicated guide on setting up a knowledge base.)
- Team Members: Add team members to collaborate with the assistant. (Check out the separate guide for this feature.)
5. Save Your Assistant
- After filling in the required details, click Save Assistant.
- Once saved, the assistant's training status will show as Train. This means the assistant is ready for training.
What’s Next?
- To fully activate your assistant, you'll need to add training data. Check out the How to Train Your Assistant guide for step-by-step instructions.
- Learn how to Add Team Members to your assistant for collaboration.
Need Help?
If you have questions or need assistance, contact us at info@addy-ai.com. We're here to help!