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Assistants in CometAI are customizable AI tools that can be configured for specific workflows, tasks, or reporting needs. By creating your own assistant, you can streamline repetitive processes, ensure consistent outputs, and add tailored functionality to your workspace.
- In CometAI, open the "Assistants Sidebar".
- Navigate to the left-hand sidebar in CometAI.
- Select Assistant.
- You can start with a New or Copy an Existing Assistant.
- Auto-Populate from Existing Assistant : Use the drop-down to base your new assistant on an existing one and click on the Fill-in Template Arrow.
- New Assistant: To begin fresh, leave this option set to None.
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Add Core Details:
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Assistant Name – Give your assistant a descriptive name for easy identification.
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Description (Optional) – Add a short overview of its purpose (e.g., “Summarizes survey results into three bullet points”).
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Instructions – Define how the assistant should respond.
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Disclaimer (Optional) – Add a message that will automatically appear at the end of every response, such as a AI content warning or legal notice.
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Upload Data Sources (Optional) – Attach documents or files that the assistant should reference when generating responses. Files can be uploaded locally, via CometAI File Manager or SharePoint/OneDrive folder as well.
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Attach Website Data Sources (Optional) – Attach a website URL or sitemap URL for the assistant to do RAG over the website/sitemap.
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Attach Drive Data Sources (Optional) – Attach documents or files from Microsoft apps e.g. Microsoft OneDrive, Microsoft SharePoint etc.
Note: Assistants are the only feature in CometAI that supports file uploads for use as context during conversations. Adding an AI Disclaimer & Contact Information disclaimer is strongly recommended when creating an assistant, especially if others will rely on its output.
Advanced Options allow you to fine-tune how the assistant interacts with data, messages, and outputs.
Assistant Type
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Type
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Purpose
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Use Case
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Default?
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Standard
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Simple chat assistant with instructions + data sources
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Q&A, RAG, static knowledge bases
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Yes
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Custom
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Runs custom workflows; orchestrates multi-step operations
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Process automation, complex logic, tool chains
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No
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Agent
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Autonomous reasoning loop; calls tools & evaluates results
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Autonomous task execution, decision-making, long-running processes
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No
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Allow Other Users Chat Permissions
- Enable this option to allow other users to request chat permissions for this assistant.
Data Source Options
- Include download links for referenced documents:
- Assistant can include hyperlinks to relevant downloadable documents in its responses.
Message Options
- Include Message IDs in Messages - Helpful for tracking and debugging.
- Insert Line Numbers in User or Assistant Messages - Makes long or structured content easier to reference.
Best Practice: Enable line numbers for coding, transcripts, or large documents.
Feature Options
- Allow Assistant to Create Artifacts - Enables the assistant to generate downloadable files, reports, or structured outputs.
Best Practice: Enable artifact creation for assistants designed to produce shareable content.
Tags & Conversation Tags
- By leveraging same tags in Assistant and Follow-Up Button, you can utilize the follow-up buttons inside Assistant as well.
Base Assistant Workflow Template
Save Your Assistant
- Click Save to finalize your assistant.
- Your new assistant will appear in the Prompts Sidebar under Assistants Menu, ready for use in conversations.
CometAI allows you to share your custom assistants with others. Sharing makes it easy for teammates or collaborators to use the assistant you’ve created without needing to build it themselves.
- Open the Assistants Sidebar.
- Hover over the assistant you want to share.
- Select the Share option from the menu.
- Fill out the Share menu.
Important: People who receive a shared assistant can view its full setup (name, description, instructions, disclaimers, and data sources) but cannot edit the assistant itself. This ensures your configuration remains intact while still giving others full visibility into how it was built.
- Keep names clear and specific - e.g., “Weekly Report Assistant” rather than “Assistant 1.”
- Add disclaimers where appropriate - Helps clarify that responses are AI-generated.
- Attach data thoughtfully - Don’t overload prompts; use RAG for efficient referencing.
- Leverage tags - Organize assistants by purpose (e.g., research, reporting, analysis).
Once created, your assistant is available immediately and can be used to speed up workflows, ensure consistency, and improve collaboration in CometAI.