BotIntelliBotIntelli Docs

BotIntelli — Assistants User Guide

This guide explains Assistants: how to view, create, edit, train, and chat with AI assistants and agents.

What Are Assistants?

Assistants are AI bots you or your organization create. Each has a name, purpose, model, and optionally knowledge (files or data) it can use to answer. Agents are a more advanced type—often with tools and workflow integration. From the Assistants view you manage both assistants and agents and open a chat with any of them.

Where to Find It

  • Sidebar: Chats → Assistants.
  • URL: https://app.botintelli.com/dashboard?view=assistants.

Complete User Journey

Step 1: View the List

  • You see cards or a list of assistants and agents. Each may show:
    • Name, purpose, description.
    • Type (assistant vs agent).
    • Status or “default” for system agents.
    • Actions: Chat, Edit, Train, Delete, Copy, etc. (depending on permissions).

Step 2: Create an Assistant

  • Click Create assistant (or “New assistant”).
  • Form fields (typical):
    • Name — Display name (e.g. “Support Bot”).
    • Purpose — What the bot is for (e.g. “Answers customer support questions”).
    • Model — AI model to use (if the app lets you choose).
    • Instructions — System prompt or instructions (optional).
    • Knowledge / files — Attach files or link to knowledge base so the bot can use them for RAG.
  • Save. The new assistant appears in the list.

Step 3: Create an Agent

  • Click Create agent (or “New agent”). The form may ask for name, description, type, and tools (e.g. search, API, workflow). Fill and save. The agent appears in the list.

Step 4: Chat With an Assistant or Agent

  • Click Chat (or the assistant/agent card). The Chat Interface opens with that participant selected. Type messages and get replies; the session is saved and appears under All Chats.

Step 5: Edit an Assistant

  • Use Edit (or the dropdown menu) on the assistant card. Change name, purpose, instructions, or knowledge. Save. Viewers will see the updated bot.

Step 6: Train an Assistant (When Available)

  • Use Train to manage training data (files, Q&A pairs). Add or remove files so the assistant’s answers stay accurate. Save when done.

Step 7: Delete, Copy, or Other Actions

  • Delete — Removes the assistant/agent (confirm if prompted). Chat history may still exist in All Chats depending on app behavior.
  • Copy — Duplicate the assistant/agent so you can customize the copy.
  • Share / link — If the app supports it, get a shareable link for the assistant.

Input Fields (Create / Edit Assistant)

FieldWhat to enter
NameShort display name for the bot.
PurposeWhat the bot is for (e.g. support, sales, internal FAQ).
ModelAI model (if selectable).
InstructionsSystem prompt or extra instructions for behavior.
Knowledge / filesFiles or knowledge base selection for RAG.

Permissions

  • View only: You may only see the list and open chat; Create/Edit/Train/Delete may be hidden or disabled.
  • Create/Edit/Train/Delete: Available when your role has the right permissions (e.g. bot.create, bot.edit, bot.train, bot.delete).

Quick Reference

GoalAction
See all assistants/agentsOpen Assistants from Chats.
Create assistantCreate assistant → fill name, purpose, model, instructions, knowledge → save.
Create agentCreate agent → fill details and tools → save.
Chat with oneClick Chat on the card.
Change settingsEdit → update fields → save.
Update knowledgeTrain → add/remove files → save.

For the conversation UI, see the Chat Interface guide. For session history, see All Chats.