Space Assistants - Pulze.ai

Overview

Each space can have a default assistant that handles conversations within that workspace. Space assistants are configured specifically for the space’s use case and are available to all space members.

Default Assistant

The space sidebar shows your current Default Assistant configuration:

• Assistant avatar and name - Visual identifier
• “Create a new assistant” button - Quick access to assistant creation
• Current assistant is automatically used for new conversations

Viewing Space Assistant

In the space sidebar panel:

1. Look for the “Default Assistant” section at the top
2. See the currently selected assistant with avatar
3. View assistant name (e.g., “Pulze”)

Changing Default Assistant

Selecting a Different Assistant

To change the space’s default assistant:

1. Open space settings or assistant configuration
2. Browse available assistants
3. Select the desired assistant
4. Save changes
5. New conversations will use the selected assistant

Available Assistants

You can choose from:

• Organization assistants - Shared across org
• Space-specific assistants - Created in this space
• Your assistants - Personal assistants
• Pre-built templates - Pulze’s ready-to-use assistants

Creating Space Assistants

Quick Creation

From the space sidebar:

1. Click “Create a new assistant” button
2. Configure assistant settings:
   • Name and description
   • Instructions/system prompt
   • Model preference
   • Tools and capabilities
   • Knowledge sources
3. Save the assistant
4. Optionally set as space default

Space-Specific Configuration

When creating assistants for a space, consider:

• Purpose - What tasks will this assistant handle?
• Knowledge - What data should it access?
• Tools - What capabilities does it need?
• Audience - Who will use this assistant?

Assistant Capabilities

Space assistants can be configured with:

Knowledge Access

• Space documents - Access to docs in this space
• Custom data - Uploaded files and web pages
• Organization data - Shared knowledge bases

Tool Usage

• Web search - Find current information
• API requests - Connect to external services
• File operations - Read and write documents
• Custom tools - Organization-specific capabilities

Model Selection

• Default model - Primary AI model to use
• Fallback models - Backup options
• Router support - Use custom routers

Managing Multiple Assistants

When to Use Multiple Assistants

Create multiple assistants for:

• Different use cases - Support, coding, writing
• Specialized knowledge - Domain experts
• Various skill levels - Basic vs advanced
• Language preferences - Multilingual support

Switching Assistants

Users can override the default during conversations:

1. Open the conversation
2. Click assistant selector
3. Choose different assistant
4. Continue with new assistant

Assistant Performance

Monitoring Usage

Track how space assistants are performing:

• Conversation volume
• User satisfaction ratings
• Tool usage patterns
• Response quality

Optimization

Improve assistant performance by:

• Refining system prompts
• Updating knowledge sources
• Adding relevant tools
• Adjusting model selection

Best Practices

Clear Purpose: Configure assistants with specific, well-defined purposes for better results.

Relevant Knowledge: Connect assistants to data sources relevant to the space’s work.

Tool Selection: Enable only necessary tools to avoid confusion and maintain focus.

Regular Updates: Review and update assistant instructions as needs evolve.

Common Configurations

Customer Support Space

• Assistant with access to product documentation
• Tools for ticket creation and search
• Friendly, helpful tone
• Quick response optimization

Development Space

• Technical assistant with code analysis
• Access to code repositories
• Development tools enabled
• Precise, detailed responses

Content Creation Space

• Creative writing assistant
• Access to brand guidelines
• Image generation tools
• Engaging, on-brand voice

Data Analysis Space

• Analytical assistant
• Access to datasets
• Visualization capabilities
• Clear, data-driven insights

Integration with Space Features

With Conversations

• Default assistant starts new chats
• Assistant history tracked per space
• Easy switching between assistants

With Documents

• Assistants can access space documents
• Create and edit documents
• Reference documentation in responses

With Data

• Connect to space data sources
• Use custom data in responses
• Data-aware responses

With Tasks

• Assistants can be used in automated tasks
• Scheduled conversations with assistants
• Consistent automated responses

Troubleshooting

Assistant Not Available

If default assistant isn’t working:

1. Check assistant still exists
2. Verify space permissions
3. Confirm assistant hasn’t been deleted
4. Check organization subscription

Wrong Assistant Loading

If incorrect assistant appears:

1. Verify space default settings
2. Check user hasn’t selected different assistant
3. Review assistant assignments
4. Update space configuration

Assistant Missing Tools

If assistant can’t use expected tools:

1. Check tool permissions
2. Verify tools enabled for assistant
3. Confirm organization has tool access
4. Review assistant configuration

Permission Requirements

Configuring space assistants typically requires Admin or Editor permissions within the space.

Access levels for assistants:

• View - See which assistant is configured
• Use - Start conversations with assistant
• Configure - Change default assistant
• Create - Build new assistants for space