> ## Documentation Index > Fetch the complete documentation index at: https://docs.kosmoy.com/llms.txt > Use this file to discover all available pages before exploring further. # Assistants > Learn how to create, configure, deploy and manage AI Assistants in Kosmoy Studio. # Working with Assistants **Assistants** are the core of Kosmoy Studio's no-code AI application development. They are AI-powered entities designed to perform specific tasks or fulfill particular business objectives. This section guides you through creating, configuring, deploying, testing, and monitoring your Assistants. ## Assistant Concepts * **No-Code AI:** Assistants are built using a visual, intuitive interface, requiring no coding knowledge. * **Templates:** Kosmoy Studio provides pre-built templates to help you quickly create common types of Assistants. Current templates include: * **Receptionist Assistant:** Handles reception-related tasks (e.g., scheduling meetings). *Requires a Google or Outlook Calendar integration.* * **HR Engagement Analyst:** Provides insights and analysis related to human resources. * **Wealth Management Assistant:** Assists with financial planning and investment tasks. * **Personal Assistant:** A general-purpose assistant for various personal tasks. * **Sales Assistant:** Supports sales-related activities. * **Customer Support Assistant:** Helps with customer service inquiries. * **Private vs. Public:** * **Private Assistants:** Accessible only to users within your Kosmoy organization via **Kosmoy Chat**. * **Public Assistants:** Designed to be accessible to the general public through configured **Communication Channels** (e.g., WhatsApp via Twilio). * **Data Channels**: Assistants can be connected to data channels. * **Gateways**: Assistants can be connected to Gateways ## Creating an Assistant 1. **Navigate to Assistants:** From the Kosmoy Studio home page, click on the **"Apps"** menu in the left-hand navigation bar, then select **"Assistants"**. 2. **Add a New Assistant:** Click the **"+ ADD"** button located in the upper right corner of the Assistants section. 3. **Step 1: Set Assistant Properties:** * **Avatar:** Select an avatar for your Assistant. * **Name:** Give your Assistant a unique and descriptive name. * **Description:** Provide a brief description of your Assistant's purpose. * **Template:** Choose an Assistant template from the dropdown menu. *Note:* If you select the "Receptionist Assistant" template, you will be prompted to select a pre-configured Google or Outlook Calendar integration. * **Scope:** Select either "Private" or "Public" from the dropdown menu. This determines how the Assistant will be deployed and accessed. * **Language:** Select the primary language for your Assistant. The default is "auto," which attempts to automatically detect the language. Other options include English, Spanish, Italian, and French. 4. **Click "Next".** 5. **Step 2: Set Assistant Data Access and Memory:** * **Data Channel (Optional):** Select a pre-configured Data Channel from the dropdown menu to connect your Assistant to a data source. * **Memory:** Configure the Assistant's memory settings: * **Time Window:** Define the length of time (e.g., minutes, hours, days) for which messages should be kept in memory. The default is 1 day. * **Past Interactions:** Specify the maximum number of past interactions (question-answer pairs) to retain within the time window. The maximum is 25, and the default is 10. * **Conversation Logger (Optional):** Enable this feature to record assistant interactions, which is helpful to perform a QA over the AI assistant performance. * Select SQL database with write rights enabled * Conversation Breakdown Strategy: Select the amount of time needed to pass from the last message received to consider the current conversation session finalized. * Decide if you would like to track user data or not 6. **Click "Next".** 7. **Step 3: Set Assistant Security Parameters:** This step will be deprecated in the future. * **Guardrails Panel (Optional):** Enable the global toggle and select individual guardrails (Prompt Injection, Harmful Content, Toxic Language) to apply additional safety measures. *Note: Guardrail configuration will eventually be handled exclusively at the Gateway level.* 8. **Click "Next".** 9. **Step 4: Set Assistant Models and Prompt:** * **Model Panel:** * **Conversational Model:** Select the primary model that will power the Assistant's conversational abilities. * **Instructional Model:** Select the model used for instructional tasks or specific commands. *NOTE:* In the future the user will be prompted to select a gateway and, based on that selection, models and routers will be listed here to be selected by the user. * **Assistant Prompt Panel:** Define the core instructions and personality of your Assistant: * **Role:** Describe the Assistant's role (e.g., "Helpful Customer Support Agent"). * **Task:** Specify the Assistant's primary task (e.g., "Answer customer questions about products and services"). * **Operating Principles:** Define guidelines for the Assistant's behavior (e.g., "Be polite and professional," "Provide accurate information"). * **Attitude:** Describe the desired attitude of your assistant (e.g. "Friendly and easy-going"). * **Welcoming Message:** Set the initial message the Assistant will use to greet users. * **Goodbye Message:** Set the message the Assistant will use when ending a conversation. 10. **Click "Review":** Review all the Assistant's configuration details. 11. **Click "Create":** Create the Assistant. ## Assistant Cards The Assistants section displays each created Assistant as a card. Each card shows: * **Assistant Avatar:** The selected avatar for the Assistant will be displayed as the card background. * **Assistant Name:** The name you assigned to the Assistant. * **Description:** The description you provided for the Assistant. * **Scope Icon:** * **Globe Icon:** Indicates a Public Assistant. * **Person Icon:** Indicates a Private Assistant. * **Deployment Status:** * **Rocket Icon (no background):** Indicates the Assistant is *not* deployed. Hovering over this icon will reveal a white background, indicating it's clickable. * **Rocket Icon (with background):** Indicates that the assistant *is* deployed (Future Enhancement). * **Test/Insights Icon:** * **Multi-panel Icon: If undeployed, clicking this icon initiates the Assistant Test creation workflow within the Quality Assurance section.** * **Check Mark Icon: If deployed, clicking this icon navigates you to the Assistant's dashboard within the Insights section.** * **Edit Icon (Pencil):** Click this icon to update the Assistant's configuration (only if the Assistant is *not* deployed). * **Delete Icon (Trash Bin):** Click this icon to remove the Assistant (only if the Assistant is *not* deployed). ## Managing Assistants ### Updating an Assistant You can update *all* configuration parameters of an Assistant **only if it is not deployed**. If the assistant *is* deployed, you will not be able to edit its parameters. 1. **Navigate to Assistants:** Go to **"Apps"** > **"Assistants"**. 2. **Locate the Assistant Card:** Find the card for the Assistant you want to update. 3. **Click the Edit (Pencil) Icon:** This will open the update dialog. 4. **Modify Assistant Parameters:** Update the Assistant's configuration as needed. 5. **Click "Save":** Save the changes. **If you attempt to edit a deployed Assistant, a warning banner will be displayed, preventing modifications.** ### Removing an Assistant You can remove an Assistant if it's no longer needed. **However, you cannot delete a deployed Assistant.** 1. **Navigate to Assistants:** Go to **"Apps"** > **"Assistants"**. 2. **Locate the Assistant Card:** Find the card for the Assistant you want to remove. 3. **Click the Delete (Trash Bin) Icon:** This will trigger a confirmation prompt. **If you attempt to delete a deployed Assistant, a modal will appear, preventing the deletion and explaining that the Assistant is in use.** 4. **Confirm Deletion:** Confirm that you want to delete the Assistant. **Warning:** Deleting an Assistant is a permanent action and cannot be undone. ## Deploying Assistants The deployment process differs depending on whether you are deploying a Private or Public Assistant. ### Deploying Private Assistants 1. **Locate the Assistant Card:** Find the card for the *undeployed* Private Assistant you want to deploy. 2. **Click the Rocket Icon:** This initiates the deployment process. 3. **Select Target Users:** Select the specific Kosmoy users (within your tenant) who should have access to this Assistant in Kosmoy Chat. 4. **"Review" and "Deploy"** Once deployed, the selected users will see the Assistant listed in their Kosmoy Chat interface, allowing them to interact with it directly. ### Deploying Public Assistants 1. **Locate the Assistant Card:** Find the card for the *undeployed* Public Assistant you want to deploy. 2. **Click the Rocket Icon:** This initiates the deployment process. 3. **Select Communication Channel:** Choose a pre-configured Communication Channel from the dropdown menu. Currently, WhatsApp (via Twilio) is supported. 4. **"Review" and "Deploy"** **Prerequisites:** * You must have a **Communication Channel** configured. See the **[Managing Communication Channels](/kosmoy-studio/comm-channels)** section for details. ## Testing Assistants Before deploying your Assistants, it's highly recommended to thoroughly test them using the **Assistant Tests** feature in the **Quality Assurance** section. This allows you to interact with your Assistant in a controlled environment and refine its configuration. See **[Assistant Tests](/kosmoy-studio/quality-assurance/assistant-tests)** for more details. ## Monitoring Assistants After deploying your assistant, you would probably like to track its performance. See **[Dashboard](/kosmoy-studio/insights/dashboard)** for more details.