Assistants

An assistant is the unit you deploy to visitors. It combines:

• A master prompt (tone, escalation rules, scope)
• One or more knowledge bases (documents, crawled pages)
• Optional tools (live APIs, MCP)
• Model and RAG settings

Lifecycle

Create assistant → Attach knowledge → Attach tools → Test → Deploy

Each deployment (web widget or API) points at one assistant and environment (production/staging).

What assistants do well

• Answer from uploaded content with citations
• Call tools when questions need live data
• Stream replies and show rich cards from verified tool JSON
• Escalate or say “I don’t know” when neither docs nor tools help

What they don’t do

• Invent prices, images, or inventory in card format
• Access tools or knowledge not attached to that assistant
• Bypass your domain allowlist on embedded widgets

Next steps

• Create an assistant
• Master prompt guide
• Plan limits