Getting Started with askROI's Custom AI Assistants

Unlock the full potential of askROI with Custom AI Assistants! This guide will walk you through setting up and using your very own tailored assistant, so you can start solving your unique business challenges with ease.

What Are Custom AI Assistants?



Custom AI Assistants are crafted just for your business, offering a personalized touch that pre-built Assistants can’t match. While pre-built options come with general features, Custom Assistants are tailored to fit your specific needs. Whether you need a unique workflow, specialized data handling, or custom interactions, these Assistants are designed to meet your exact requirements.

How to Use Custom AI Assistants



Ready to create a Custom Assistant? Follow these straightforward steps to get started:

1. Log In to askROI


To get started, log in to your askROI account.

2. Access the AI Assistants Section


On your dashboard menu, find “Assistants” under the “Libraries & Tools” section. Click on “Assistants” to view a list of options, including "Pre-Built Assistants" and “Custom Assistants.” Selecting “Custom Assistants” will open a new menu on the right side of your dashboard. From there, you can browse through the available pre-built Assistants.

left side-bar

3. Start Building Your Custom Assistant


Click on “New Assistant” to begin

assistants

You'll then be guided through an easy setup process where you can define the specifics of your assistant:

Create an AI Assistant

4. Fine Tune Your Custom Assistant with Advanced Tools


Get even more out of your custom assistant by using askROI’s advanced tools. Simply click the adjustments icon on the right side of your chat window to access these features. Here, you can turn on tools like coding, document searching, web data gathering, and image creation to fine-tune how your custom prompts work.

You can also connect a Knowledge Base to provide your prompts with specific information, ensuring they give you the most accurate answers. Plus, integrate your favorite apps, like Google Drive, directly from the assistant panel to make your custom prompts even more powerful and tailored to your needs.


Advanced Tools


5. Test Your Assistant


Before you launch your Custom Assistant, give it a test run. Try out different scenarios to make sure it handles tasks correctly and performs as you expect. If you spot any issues, make adjustments to get everything running smoothly.

6. Deploy and Monitor


When you’re happy with your Custom Assistant setup, go ahead and start using it in your daily tasks. Keep track of how it’s performing and make updates if needed. With askROI, you can easily tweak and refine your Assistant to keep up with any changes in your needs.

Need Assistance?
If you need help or have questions while setting up your Custom Assistant, our support team is here for you! Reach out through the “Help” section in your askROI dashboard or contact us directly at support@askROI.com.

Updated on: 20/08/2024

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