How To Create An AI Assistant

Welcome to the step-by-step guide on creating your AI Assistant.

Let’s dive in and make the process as easy as pie for you.

Steps for creating a Simple Q&A AI Assistant

Step 1: Getting Started

1. Name Your Assistant: Start by giving your assistant a name. This could be anything that resonates with the purpose of your AI or your business.
2. Describe Your Assistant: Provide a brief description. This could highlight what your assistant does or what questions it can answer.

Step 2: Configuring Your Assistant

1. AI Model Selection:
   • Choose one LLM model from a variety of options available. You can start with the cheapest one like GPT3.5 then test how the smartest one like GPT-4o works. It's your choice!
2. Creativity (Temperature):
   • Adjust the creativity level. A lower setting results in more predictable, straightforward answers, while a higher setting encourages more varied and inventive responses.
3. AI Assistant Instructions (System Prompt):
   • This is where you guide your assistant. For instance, if you want it to respond with something specific if it could not respond from the trained data, you should do it here. F.e: If you can't make a response from the context provided, you should respond exactly "I'm really sorry but I can't respond to your question 😞"
   • Or, if you want the assistant to run tools sequentially you can do something like that In order to write me a personalized message for a company, you have to firstly search using 'Web Browser' their CEO's linkedin profile, then you have to use 'Linkedin Profile Scraper' tool to get their profile details and then you have to write me a personalized message to sell Cubeo AI to them.
4. Visibility Options:
   • Decide if your assistant should be Private or Public. If you wish to embed it on your website or share via a public link, choose Public.
5. Data Handling Features:
   • Do Not Create Responses Outside Training Data: Check this if you want your assistant strictly to stick to the facts in your documents. It's ideal for ensuring your AI doesn't invent answers. It is applicable only if you have added documents in the training data
   • Display Source Documents In Public Link: Enable this to let users see the documents your assistant was trained on when they access it via a public link. They can view PDFs, Word documents, videos, etc., directly on the page.
   • Display Sources In AI Assistant Response: If checked, your assistant will append links to its responses, pointing to the documents it used. This provides transparency and allows users to explore the source material themselves.
   • Display Tool Running Progress In Chat: It allows users to see the tools the assistant is using in real-time. For each tool, users can view the input provided and the response received upon completion, offering a peek behind the curtain of the assistant's thought process.

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Don't worry! The links built by AI Assistant to your documents expires after a while and they can't be accessed anymore. All for your security!

warning

If you delete your AI Assistant, all its training documents will be deleted

Real-Life Example

Imagine you run a cozy café and you’ve set up an AI Assistant to answer frequent customer inquiries. You’ve trained it with your menu, a document on your sourcing practices, and a list of your upcoming events.

When a customer asks, Do you have any gluten-free options? your assistant can pull the exact section from your menu document to provide an answer. If Display Sources In AI Assistant Response is enabled, the customer also gets a link to the menu PDF for further exploration.

Tips for Success

• Experiment with Creativity: Finding the right temperature setting can greatly influence the type of responses you get. Don’t hesitate to adjust this as you see fit.
• Detailed Instructions: The more guidance you give your assistant in the system prompt, the better tailored the responses will be. Think about the style, tone, and scope of information you want it to use. If you don't want it to respond outside training data, you must instruct it here about how to do that, how to respond if it doesn't find relevant info in context provided. F.e: You must always respond from the given context provided delimited by <context></context>. If you can't respond to a question just say exactly "I don't know the answer. What else can I do for you?"
• Utilize Tools Wisely: Integrate tools that complement your assistant's capabilities, enhancing its ability to provide helpful and accurate information.

By following these steps, you’ll have an AI Assistant up and running in no time. This assistant will serve as an invaluable tool, providing your audience with instant, accurate answers drawn directly from your curated documents or have.