Overview

The AI Assistant refers to the virtual agent available exclusively available within the Custom Space to assist users with their queries/tasks and provide relevant information/perform certain tasks.

An Assistant can contain one or more Modules. Each Assistant should be configured for a specific use case, meaning use case will likely require a unique set of Modules.

Module Compatibility

For specific use cases, combining models might be beneficial, but it’s not always practical. Additionally, some AI Modules are incompatible for combination. When a user submits a prompt, the Assistant will determine which Module is best suited to generate a response.

Not all AI Modules can be combined, even if the frontend allows it—they won’t work after publishing. Check the following table for module compatibility for pre-existing modules.

OPTION 1: Create and add your own AI Modules

You can integrate your fully self-developed modules into the platform and add them as Module templates. To do this, you must first add your self-developed module through the AI Module Template. Learn more about the process here:

For instructions on creating your own agent, please refer to this page Software Development Kit (SDK)

Discover how to add your fully self-developed module as a template to the platform here: AI Module Templates

OPTION 2: Select one or multiple existing AI Modules

Choose one or more modules from the dropdown based on your specific use case. You can find an overview of the available use cases, corresponding models, and their compatibilities above.

Not all AI Modules can be combined, even if the frontend allows it—they won’t work after publishing. Check above for module compatibility.

Override Default Configurations and Tool Definition: The default settings of a module can be modified as needed, with changes applying exclusively to the Space being configured. Additionally, the module's description can be customized in the Tool Definition field. This description helps the assistant determine the most appropriate module for the user's request.

Changes to the configuration and tool description affect the performance of the module and are not covered under the SLA.

Specify a Fallback Module: The Fallback AI Module needs to be specified in the scenario the Assistant is not able to autoselect the best-fitting module given a user’s prompt.

Export and Import Functionality: Assistant configurations can be exported and imported. This feature is particularly useful if you want to use the same configurations in another environment.

Limitation

If you’re unable to access certain features or sections of this article, it’s possible that your firm doesn’t have access or hasn’t upgraded to the latest version. Please reach out to your internal support team for further assistance.