Creating an assistant

You can only create an assistant in a project. To do this, you need the Admin or Editor role in the project.

Creating an assistantCreating an assistant

1. Open the SpeechSense home page.

2. Go to the space you need and select a project.

3. Open the Assistants tab.

4. Click Create assistant.

5. Configure the new assistant:

   • Optionally, enter a name and description for the assistant.
   • Under Instruction:
     • Enter the text of your instruction. You can use ready-made templates if needed.
     • Select the model that the assistant will use.
     • Optionally, add a knowledge base the assistant will use while following instructions.
     • Click Refine instruction. The system will refine your instruction based on the selected model.
   • Under Result, add one or more fields that will be used to record and distribute values found in conversations according to the instruction:
     • Enter a name for the field.
     • Select the field type.
     • As a description, provide the information from the instruction to track in this field.

   Tip

   To use ready-made templates for the Instruction and Result sections, click Templates under Instruction and select the appropriate template.

6. Enable the Usage section to activate the assistant.

   Warning

   Charges for using the assistant will apply as soon as you enable it. Assistant usage can only be enabled manually in the project.

   Select the conversations for the assistant to analyze:

   • All conversations: The assistant will analyze all conversations in the project.
   • Selected conversations: The assistant will only analyze conversations matching the criteria defined in the filters.
     Add the required filters by clicking Add filter.

7. Under Testing, you can test the assistant on a sample of conversations before creating it. To do this, add the required filters by clicking Add filter.

8. Click Create.