Advanced WorkflowsFor users and org admins

Custom assistants

Create reusable assistants with dedicated instructions, tool access, and knowledge files instead of rebuilding the same setup in each conversation.

What custom assistants are best for

Custom assistants help you standardize repeated work. They are useful when you want a named assistant with durable instructions, selected tools, and attached knowledge files.

Strong use cases

  • a research assistant that always uses a specific style and sources
  • a support assistant trained on internal documentation
  • a creative assistant with a fixed tone and workflow
  • an organization-approved assistant that multiple members should share

Typical setup ingredients

  • a clear purpose
  • instructions that define tone and boundaries
  • the right model or model category
  • tool access that matches the use case
  • knowledge files when answers should rely on a stable document set
md

Purpose: review customer interview notes and extract product themes Style: concise, evidence-based, no invented quotes Tools: file knowledge, web search when explicitly requested

Choose the right owner

  • personal assistants fit one person’s workflow
  • organization assistants fit shared standards and repeatable team processes

Keep instructions durable

Avoid putting temporary project details in a reusable assistant. If the context changes every week, that material probably belongs in a project instead.

Keep guides stable, check the changelog for fresh changes. These docs focus on durable product guidance. For week-by-week releases, model additions, or pricing changes, review the live product changelog.