Create an assistant

Assistants are managed from the dashboard, which is the first screen you see when you open the console.

Create a new assistant

1. Open the dashboard. It lists every assistant in your organization as a card.
2. Select Create New Assistant.
3. Enter a Title. This is the internal name you will recognize in the list.
4. Enter a Description that explains what the assistant is for.
5. Confirm to create it. The assistant opens in its editor, ready to configure.

A new assistant starts empty. It becomes useful as soon as you add knowledge and set how it replies.

Find an assistant

Use the Search assistants box at the top of the dashboard to filter the list by name. Each card shows the assistant icon, its name, a copyable identifier, and its description.

Duplicate an assistant

Duplicating is the fastest way to reuse a setup you like.

1. On an assistant card, open the actions menu.
2. Select Duplicate assistant.

The copy includes the configuration and the flows of the original. Knowledge is not copied, so the new assistant starts with its own empty knowledge.

Delete an assistant

1. On an assistant card, open the actions menu.
2. Select Delete assistant and confirm.

Deleting an assistant removes its configuration. Do this only when you are sure the assistant is no longer needed.

The assistant identifier

Every assistant has an identifier shown on its card and in the editor. You use this identifier when you embed the assistant on your website, so keep it handy when you reach the Publishing step. You can copy it with one click wherever it appears.