Assistant Details Page
On the Assistant Details Page, you will find the following settings:
Name
The “Name” field on the Assistant Details Page allows you to assign or update a unique identifier for your assistant. This name serves as a reference, making it easier to identify and manage your assistant within your LeadsWithDemos site. Choose a descriptive name that reflects the assistant’s purpose or functionality. The name can be up to 45 characters long, for example: “AI Email Writer”, “AI Email Writer Assistant”, “AI Recipe Finder”, or “AI Recipe Helper”.
AI Model
The “AI Model” field on the Assistant Details Page allows you to select the specific AI model your assistant will use from the dropdown list. This choice lets you customize the assistant’s performance to suit your needs and ensure it delivers the desired outcomes. Be sure to select an AI model that aligns with your assistant’s intended functionality, especially if the focus is on content creation.
It is recommended to use the latest version of OpenAI’s models for the best performance.
Instructions
The “Instructions” text area on the Assistant Details Page lets you provide specific guidance or directives for your AI Assistant. These instructions help shape how the assistant behaves, interacts with users, and performs tasks, ensuring it meets your goals and expectations.
Be sure to write clear and concise instructions that communicate the desired behavior, tone of voice, and purpose of the assistant. This will help your assistant deliver the best possible experience and outcomes.
Tools
The Tools section on the Assistant Details page provides additional options to extend your assistant’s capabilities. For example, you’ll find the File Search tool here, which allows your AI assistant to retrieve information from your uploaded documents and specialized knowledge sources.
File Search
The File Search toggle lets you control your assistant’s access to specific knowledge sources configured in the AI Assistant settings. When this feature is enabled, you can select a particular knowledge source for your assistant to use as a reference, allowing it to retrieve the most relevant and accurate information.
By enabling File Search, you equip your AI assistant with specialized knowledge such as recipes, meal plans, eBooks, cookbooks, web URLs, or other unique content. This helps your assistant deliver tailored responses that reflect your unique materials and expertise.
To make a knowledge source available in the File Search dropdown, first create it by navigating to AI Assistants > Settings.
Message for Non-related Queries
The Message for Non-related Queries feature lets you set a custom response that your AI assistant will display when a user asks a question outside the scope of your configured knowledge sources. If the assistant cannot find relevant information to answer the user’s query, it will automatically respond with the message you provide in this field. The custom message can be up to 100 characters long.