AIAssistants
Assistants
Create and configure AI-powered conversation assistants
AI Assistants are autonomous AI agents that can handle conversations, answer questions, and escalate to humans when needed.
Creating an Assistant
- Navigate to Settings → AI
- Click Create Assistant
- Select the AI provider (OpenAI or Anthropic)
- Configure the assistant settings
Basic Settings
| Setting | Description |
|---|---|
| Name | Identifier for the assistant |
| AI Provider | OpenAI or Anthropic integration (must be connected first) |
| Model | The primary AI model to use for chat responses |
Context Configuration
Define how your assistant behaves:
| Setting | Description |
|---|---|
| Identity | Who the assistant is — name, role, company |
| Objective | What the assistant should accomplish |
| Tone | Communication style — formal, friendly, professional, casual |
| Language | Preferred response language |
| Capabilities | What the assistant can and cannot do |
| Instructions | Detailed behavioral guidelines |
Advanced Settings
Fine-tune the model's behavior:
| Setting | Description | Default |
|---|---|---|
| Temperature | Creativity level (0 = precise, 2 = creative) | 0.7 |
| Top-P | Nucleus sampling parameter | 1.0 |
| Frequency penalty | Reduce repetition of common phrases | 0 |
| Presence penalty | Encourage topic diversity | 0 |
| Max tokens | Maximum response length | Model default |
Per-Purpose Models
Configure specialized models for different tasks:
| Purpose | Description |
|---|---|
| Chat | Primary model for conversation replies |
| Image generation | DALL-E or GPT Image for creating images |
| Text-to-speech | TTS model for voice generation |
| Audio transcription | Whisper for speech-to-text |
| Vision | Multimodal model for understanding images |
Assigning to Inbox
Once created, assign the assistant to your inbox:
- Go to Settings → Inbox
- Select the assistant in the AI Assistant dropdown
- Save
The assistant will respond to incoming messages when AI is activated on a conversation.
Per-Chat Control
In the inbox, toggle AI on individual conversations:
- Click the AI toggle on a chat to enable/disable auto-reply
- When active, the assistant responds automatically
- When inactive, only human operators can reply
AI Preferences Bar
Each operator can customize their AI experience directly in the inbox editor:
| Setting | Description |
|---|---|
| Assistant selector | Choose which assistant powers AI actions |
| Tone | Override tone for the current session |
| Image model | Select image generation model |
| TTS voice | Choose a voice for text-to-speech |
| TTS speed | Adjust speech playback speed |
| Summarize count | How many messages to include in summaries |
Best Practices
- Be specific with instructions — The more detail in your context, the better the responses
- Set clear boundaries — Define what the assistant should NOT do
- Test extensively — Try various conversation scenarios before going live
- Monitor and iterate — Review AI conversations and adjust context based on results
- Use knowledge base — Upload relevant documents for domain-specific accuracy
- Start from a template — Browse assistant templates for ready-to-use industry configurations