> ## Documentation Index
> Fetch the complete documentation index at: https://pulze.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Assistants Overview

> Build and manage custom AI assistants in Pulze

## 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.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pulzeai/images/assistants-overview.png" alt="Assistants Overview" />
</Frame>

## Key Features

<CardGroup cols={2}>
  <Card title="Create & Configure" icon="sliders" href="/pulze/assistants/create-configure">
    Build custom assistants with specific capabilities
  </Card>

  <Card title="Templates" icon="layer-group" href="/pulze/assistants/templates">
    Use pre-built templates for common use cases
  </Card>

  <Card title="Pro Assistants" icon="star" href="/agents/overview">
    Explore professional pre-built assistants
  </Card>

  <Card title="Share & Collaborate" icon="share-nodes">
    Share assistants across spaces and teams
  </Card>
</CardGroup>

## 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

[Explore Pro Assistants →](/agents/overview)

## 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:

1. Navigate to space settings
2. Find "Default Assistant" section
3. Select your assistant
4. Save configuration

All new conversations in the space will use this assistant by default.

### In Conversations

Choose assistant per conversation:

1. Start a new conversation
2. Click assistant selector
3. Choose from available assistants
4. Begin conversation

### Switching Mid-Conversation

Change assistants during a conversation:

1. Open assistant panel
2. Select different assistant
3. Context is maintained
4. 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:

1. Open assistant configuration
2. Navigate to "Share with" section
3. Select target spaces
4. Set permissions (view/edit)
5. Save changes

### Share with Users

Grant individual access:

1. Go to assistant settings
2. Click "Share"
3. Enter user emails or names
4. Assign permissions
5. Send invitations

### Organization-Wide

Make assistant available to everyone:

1. Configure assistant
2. Set visibility to "Organization"
3. Requires admin approval
4. 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

<AccordionGroup>
  <Accordion title="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
  </Accordion>

  <Accordion title="Tool Selection">
    * Only enable necessary tools
    * Understand tool capabilities and limitations
    * Test tool integrations thoroughly
    * Monitor tool usage and costs
    * Document tool requirements
  </Accordion>

  <Accordion title="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
  </Accordion>

  <Accordion title="Organization">
    * Use descriptive names and clear descriptions
    * Categorize appropriately for discovery
    * Maintain version history
    * Document changes and iterations
    * Archive unused assistants
  </Accordion>

  <Accordion title="Sharing & Collaboration">
    * Share only with necessary users/spaces
    * Set appropriate permissions
    * Communicate updates to users
    * Gather feedback from users
    * Iterate based on usage patterns
  </Accordion>
</AccordionGroup>

## 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

<Steps>
  <Step title="Design">
    Plan assistant purpose, capabilities, and behavior
  </Step>

  <Step title="Create">
    Build assistant with instructions and tools
  </Step>

  <Step title="Test">
    Validate behavior with various prompts
  </Step>

  <Step title="Deploy">
    Share with target users or spaces
  </Step>

  <Step title="Monitor">
    Track usage and gather feedback
  </Step>

  <Step title="Iterate">
    Improve based on real-world performance
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Assistant" icon="plus" href="/pulze/assistants/create-configure">
    Build your first custom assistant
  </Card>

  <Card title="Use Templates" icon="layer-group" href="/pulze/assistants/templates">
    Start with pre-built templates
  </Card>

  <Card title="Pro Assistants" icon="star" href="/agents/overview">
    Explore professional assistants
  </Card>

  <Card title="Back to Guide" icon="compass" href="/pulze/navigate-pulze">
    Return to Pulze Guide
  </Card>
</CardGroup>