Assistants Overview - Pulze.ai
What are Assistants?
Assistants are specialized AI agents configured with specific instructions, tools, and capabilities to perform particular tasks. They combine prompts, models, and tools into reusable AI workflows that can be shared across spaces and teams.
Key Features
Create & Configure
Build custom assistants with specific capabilities
Templates
Use pre-built templates for common use cases
Pro Assistants
Explore professional pre-built assistants
Share & Collaborate
Share assistants across spaces and teams
Assistant Components
Instructions (System Prompt)
The core behavioral definition of your assistant:
- Persona: How the assistant presents itself
- Capabilities: What the assistant can do
- Tone & Style: Communication approach
- Constraints: Limitations and boundaries
- Best Practices: Guidelines for responses
Tools
Functional capabilities your assistant can use:
- Web Search: Internet research and current information
- Space Search: Search within your space’s data
- Custom Data: Access uploaded files and documents
- API Requests: Call external APIs
- MCP Tools: Custom tool integrations
- Model Selector: Choose models dynamically
Model Configuration
AI model settings for the assistant:
- Default Model: Primary model to use
- Temperature: Response creativity (0-2)
- Max Tokens: Response length limit
- Context Window: Memory capacity
- Streaming: Real-time response generation
Metadata
Organizational information:
- Name: Assistant identifier
- Description: Purpose and capabilities
- Category: Classification for discovery
- Logo: Visual identification
- Tags: Searchable keywords
- Version: Track iterations
Assistant Types
Personal Assistants
- Created by individual users
- Private by default
- Can be shared selectively
- Tied to creator’s account
- Full customization available
Organization Assistants
- Created at organization level
- Available to all members
- Managed by admins
- Consistent across spaces
- Centrally configured
Space Assistants
- Created within a specific space
- Available to space members
- Configured per space
- Can use space-specific data
- Inherits space permissions
Pro Assistants
- Pre-built by Pulze
- Production-ready
- Specialized capabilities
- Regular updates
- Professional quality
Assistant Discovery
Browse Assistants
Find assistants through:
- Search: By name, description, or tags
- Categories: Grouped by use case
- Popular: Most used assistants
- Recent: Recently created or updated
- Favorites: Your bookmarked assistants
- Shared with Me: Assistants others have shared
Assistant Categories
- Customer Support: Help desk and support tasks
- Content Creation: Writing and editing
- Data Analysis: Analytics and insights
- Code Development: Programming assistance
- Research: Information gathering
- Sales & Marketing: Business development
- Personal Productivity: Task management
- HR & Recruitment: People operations
Using Assistants
In Spaces
Set as default assistant:
- Navigate to space settings
- Find “Default Assistant” section
- Select your assistant
- Save configuration
All new conversations in the space will use this assistant by default.
In Conversations
Choose assistant per conversation:
- Start a new conversation
- Click assistant selector
- Choose from available assistants
- Begin conversation
Switching Mid-Conversation
Change assistants during a conversation:
- Open assistant panel
- Select different assistant
- Context is maintained
- New responses use new assistant
Assistant Versions
Track and manage assistant iterations:
Version Control
- Create New Version: Save changes as new version
- Version History: View all previous versions
- Rollback: Restore earlier versions
- Compare: Diff between versions
- Publish: Mark version as stable
Version Metadata
- Version number or name
- Creation timestamp
- Author information
- Change description
- Usage statistics
Assistant Sharing
Share with Spaces
Make assistant available in specific spaces:
- Open assistant configuration
- Navigate to “Share with” section
- Select target spaces
- Set permissions (view/edit)
- Save changes
Share with Users
Grant individual access:
- Go to assistant settings
- Click “Share”
- Enter user emails or names
- Assign permissions
- Send invitations
Organization-Wide
Make assistant available to everyone:
- Configure assistant
- Set visibility to “Organization”
- Requires admin approval
- Appears in everyone’s assistant list
Assistant Permissions
Control who can do what:
| Permission | View | Use | Edit | Delete | Share |
|---|---|---|---|---|---|
| Owner | ✓ | ✓ | ✓ | ✓ | ✓ |
| Editor | ✓ | ✓ | ✓ | ✗ | ✗ |
| User | ✓ | ✓ | ✗ | ✗ | ✗ |
| Viewer | ✓ | ✗ | ✗ | ✗ | ✗ |
Assistant Analytics
Track assistant performance:
- Usage Count: Total conversations using assistant
- User Adoption: Number of users
- Success Rate: Positive vs negative feedback
- Token Consumption: Resource usage
- Popular Tools: Most used capabilities
- Average Rating: User satisfaction scores
Best Practices
Instruction Design
- Be specific about assistant’s role and capabilities
- Include clear examples of desired behavior
- Define boundaries and limitations
- Specify tone and communication style
- Test instructions with various prompts
Tool Selection
- Only enable necessary tools
- Understand tool capabilities and limitations
- Test tool integrations thoroughly
- Monitor tool usage and costs
- Document tool requirements
Model Configuration
- Choose appropriate model for task complexity
- Balance cost and performance
- Set reasonable token limits
- Configure temperature for consistency
- Test with target use cases
Organization
- Use descriptive names and clear descriptions
- Categorize appropriately for discovery
- Maintain version history
- Document changes and iterations
- Archive unused assistants
Sharing & Collaboration
- Share only with necessary users/spaces
- Set appropriate permissions
- Communicate updates to users
- Gather feedback from users
- Iterate based on usage patterns
Common Use Cases
Customer Support Assistant
- Answer common questions
- Troubleshoot issues
- Generate support tickets
- Escalate to human agents
- Track satisfaction
Content Writer Assistant
- Draft blog posts and articles
- Generate social media content
- Create marketing copy
- Edit and improve text
- Maintain brand voice
Data Analyst Assistant
- Query databases
- Generate visualizations
- Analyze trends
- Create reports
- Provide insights
Code Assistant
- Review code
- Suggest improvements
- Debug issues
- Generate documentation
- Explain complex logic
Research Assistant
- Gather information
- Summarize documents
- Find sources
- Compare options
- Generate reports
Assistant Lifecycle
- Design Plan assistant purpose, capabilities, and behavior
- Create Build assistant with instructions and tools
- Test Validate behavior with various prompts
- Deploy Share with target users or spaces
- Monitor Track usage and gather feedback
- Iterate Improve based on real-world performance
Next Steps
Create Assistant
Build your first custom assistant