Creating assistants

An assistant is configured through an assistant profile. The profile is the place for rules that apply to the entire conversation.

Important profile fields

Title: Backend label for administrators and integrators.
Assistant name: Name or label shown to users.
AI connection: Provider used for chat completions and, depending on configuration, embeddings.
Vector store connection: Vector database used for retrieval.
Collection: Default collection searched by the assistant.
Identity prompt: Stable identity of the assistant. Use this for role, scope and limits.
Behaviour rules: General behaviour, tone, language handling and safety rules.
Retrieval rules: Rules for using retrieved knowledge. This is where you define that retrieved documents are authoritative and that missing context must be acknowledged.
Output rules: Final answer style, formatting, source handling and fallback behaviour.

Keep global rules short and stable. Put highly step-specific instructions into pipeline steps: