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Creating a New Assistant

Organization admins can create a new assistant for the organization using the plus icon in the course navigation bar or the Create New Assistant button on the Assistants page of the organization dashboard.

Plus icon button for creating a new assistant in the course navigation bar

A modal will show up asking for the kind of assistant: course or service. The differences between the two are detailed following documentation pages and are also linked.

Modal dialog showing choice between course assistant and service assistant types

After selecting the type of assistant, a new modal will show up asking for the following pieces of information.

Form modal for creating a new assistant with fields for title, description, name, instructions, and avatar
  • Title
    • The title of the assistant. This is what users will see when selecting the assistant.
  • Description
    • Description visible to users about what the assistant is for.
  • Name
    • The name of the assistant. Differs from the title in that it is what the virtual assistant will refer to itself as.
  • Instructions to Assistant
    • Instructions to the assistant to follow when interacting with users.
  • Assistant Avatar
    • An optional image to represent the assistant.

Press Create Assistant when you are done to create the assistant.