Assistants
Set up and use AI assistants
AI assistants can support you when you frequently work on tasks with similar context.
In the Assistants section, you can use existing assistants, edit them, share them, or create new ones.
If you're dealing with repetitive tasks that don't share similar context, a Workflow is the right solution for you.
Creating AI Assistants
You have two options for creating AI assistants β either choose a template that fits your use case, or create a completely new assistant.
With Template
Under Templates, you'll find several pre-made templates. Browse through them and select a suitable one. Click on its + Create Button to create the AI assistant. The assistant's editing window will open in the next step β customize it to your requirements.
Without Template
If you can't find a suitable template for your task, you can create a new AI assistant from scratch. This way, you can tailor your assistant from the ground up to your specific requirements.
Step-by-Step Guide
You can find a detailed explanation of each component and its function in the Components section. Use it to look up the components mentioned in this step-by-step guide.
If you chose a template, the required fields are already filled in.
For steps 1β4, you only need to check if the pre-selection is appropriate and adjust as needed.
Describe Assistant
Set an avatar and a name for your AI assistant and describe its task and function in the description field as precisely as possible, so you can quickly identify it later in the My Assistants overview.
Your favorites list only shows the avatar of your assistant, so choose a suitable avatar to have a clear distinguishing feature.
If you want to share this assistant, the name and description should also help other users who haven't worked with your assistant yet understand what task it's suited for and what methods it uses.
Choose Model
Define which model your AI assistant should use. You can choose between a specific model and an automatic model selection that finds the best model for you.
Set System Prompt
Write the system prompt for your AI assistant. Thoroughly describe what task the assistant should handle and with what methods.
Define Conversation Starters
For quicker use of the assistant, you can set one or more conversation starters. These are displayed when you open the assistant β select them with a click instead of writing a start message each time.
Select Connectors
Does your assistant need specific tools to handle its task?
Add the appropriate Connectors so your assistant gets the necessary capabilities.
Knowledge Binding
Does your assistant need additional knowledge to handle its task?
Connect a data pool or upload documents to provide the assistant with the necessary context for its task.
Save
Save your assistant to start using it. You can now select it under My Assistants, or start a chat directly from the preview β you'll find the assistant preview in the top right.
Using AI Assistants
Starting a Chat
You can start a chat with your assistant in several ways:
- Click on its profile picture under Favorites to open the chat.
- If you just created it, you can also start it via the Preview on the editing page in the top right.
- Select it under My Assistants and start the chat with a conversation starter or a custom start message.
- When starting a general new chat, you can also select your assistants via the Model Selection at the bottom right. Click on one to start the chat with it.
Favoriting AI Assistants
Add an assistant to your favorites by clicking the star on its card. Your favorite assistants are pinned with their profile picture under the Assistants tab in the sidebar navigation of meinGPT. This gives you quick access to your favorites at any time β you can start the chat simply by clicking on the assistant avatar.
Sharing AI Assistants
Share an assistant by clicking the share icon on its card. In the Share Assistant dialog, you can add teams that should have access to your assistant. You also have control over what kind of access you want to grant:
- execute only β can use the assistant but not edit it
- read only β can view the assistant but not use it
- edit β has full access to your assistant
You can also remove access there if a team should no longer have access to your assistant.
Importing assistants via link
You can add assistants via a shareable import link. Links can be created with the Assistant Creator: assistant-creator.meingpt.com.
The import page supports two URL parameters:
c(recommended): deflate-compressed JSON payload, base64url-encoded (shorter URLs)p(legacy): uncompressed JSON payload, base64url-encoded
Example:
https://app.meingpt.com/assistant/import?c=<base64url>Details: see Assistant Creator.
Pinning Assistants to the Sidebar
Workspace admins can pin organization-shared assistants to the Apps section of the sidebar, making them available to all users as dedicated chatbot apps.
How It Works
- Open the assistant you want to pin (from My Assistants or the assistant editor)
- Click the Pin icon (π) in the assistant card header or the assistant editor toolbar
- The assistant now appears in the Workspace Assistants section of the sidebar for all organization members
- Users can click on a pinned assistant to immediately start a new chat with it
Key Features
- Dedicated Chat Experience: Clicking a pinned assistant opens a chat with that assistant pre-selected
- Visible to All Users: Pinned assistants appear in every organization member's sidebar, regardless of sharing settings
- Admin-Only Management: Only workspace admins can pin or unpin assistants
- Deletion Protection: Pinned assistants cannot be deleted until they are unpinned first
- Context Menu: Admins can right-click or use the dropdown menu on pinned sidebar items to edit or unpin them
Unpinning an Assistant
To unpin an assistant from the sidebar:
- Click the Unpin icon in the assistant card header or editor toolbar
- Or use the context menu on the pinned item in the sidebar and select Unpin from Sidebar
- The assistant will be removed from the sidebar for all users (existing chats are not affected)
Pinned assistants bypass normal permission checks β all organization members can access them regardless of department sharing settings.
Components
Your AI assistant is composed of various building blocks. In summary, it consists of four components that describe it, define its behavior, determine its capabilities, and its knowledge.
Description
The information provided in the description components helps you distinguish your assistants in the overview of all available assistants. Therefore, choose clear distinguishing features in the description.
If you want to share your assistant, you should ensure that these components clearly explain to users who haven't worked with your assistant yet what task it's suited for and what methods it uses.
Avatar
The avatar serves as your assistant's profile picture. If you favorite it, only the selected profile picture will be displayed on the favorites list in the sidebar. Make sure to choose a suitable avatar as a distinguishing feature.
Click on the avatar to customize it. You can set a background color and a profile picture. For the profile picture, you have a selection of emojis and symbols to choose from.
Name
Your assistant's name should be short and concise. Choose a name that helps you immediately recognize its task.
Description
Your assistant's description should reflect its task and function. You can be more detailed here than with the name and precisely formulate what your assistant does. This is the space for an exact explanation of what tasks it's suited for and what methods it uses.
Behavior
The behavior components define how the interaction with your assistant works and how it approaches its task. They are your main adjustment lever if you're unhappy with the assistant's responses or want to optimize them further.
Model
The model selection determines which model is used in the chat with your assistant.
System Prompt
The system prompt is the heart of your AI assistant β it defines the behavior, what tasks it solves with what methods, and how it responds to you. Here you should describe in detail how and according to what rules the assistant should proceed. The system prompt should contain:
- The assistant's persona with a description of its role
- The assistant's task and how the task should be solved
- Additional context for the task
- The assistant's response format
You can see an example of what a finished system prompt looks like in one of the available templates under Templates.
Conversation Starters
Set conversation starters for a quick chat start with the assistant.
These are predefined start messages β you can cover different scenarios by setting the first message as a conversation starter for your most common use cases.
Your conversation starters will be shown when starting the chat. This increases efficiency for repetitive queries, as you don't have to type a message each time but can instead send a pre-defined message with a single click.
You can specify multiple conversation starters.
Function
With this component, you determine what capabilities your AI assistant is equipped with. You define how fast the assistant works and what tools are available to it.
Connectors (Connectors)
With AI tools, you can extend your assistant's capabilities. These connectors connect via live API to external services like Google Workspace, Microsoft 365, or Jira and provide real-time data. Select a tool under + Add Tool that fits your task. When you click the gear icon, you can define how thoroughly your assistant works with the selected tools by setting the number of tool calls. A higher number of calls requires more time and credits, so adjust the level to your requirements.
Not sure whether to use connectors or data pools? Read our Integration Guide.
Knowledge Binding
With Connect Data Pool and Upload Documents, you have two ways to provide your assistant with additional knowledge. This gives it the necessary context to handle its tasks better and more effectively.
Upload Documents
Provide your assistant with additional documents. This helps it understand your task better and provide more relevant answers. Simply drag the appropriate files into the upload field or click on it to browse your files.
Connect Data Pool (RAG Search Index)
The data pool provides your assistant with company knowledge organized by area. Unlike connectors, data pools access a pre-indexed search index that is managed by admins. Select from available data pools instead of uploading many individual documents.
If you want to use this feature, your organization must have the Data Vault.
Learn more about choosing the right integration type in our integration guide.