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Assistants and Experience Design

Use Dashboard → Assistants to create, manage, and deploy assistants.

What to configure per assistant​

  • assistant name and public display name
  • behavior and response style
  • knowledge attached to that assistant
  • embed snippet for deployment

Use assistant boundaries that map to real user journeys.

Examples:

  • customer support assistant
  • docs assistant
  • onboarding assistant

Avoid creating too many assistants too early. Keep ownership clear.

Assistant management workflow​

  1. Open Assistants.
  2. Select an assistant card.
  3. Choose Chat, Knowledge, Settings, or Embed.
  4. Make one focused change.
  5. Re-test before rolling out further changes.

Before you publish changes​

Run a short validation set:

  • one common question
  • one edge case question
  • one question that should produce uncertainty/fallback

Limits and plan impact​

Assistant count limits are plan-based. If you hit your limit, Sol Helps prompts upgrade actions in-app.