Managing & Sharing Resources
AI Assistify provides a centralized resource management system that allows users to add, manage, and share AI-powered resources such as Assistants, Files, Prompts, Tools, and Models. These resources can be shared with team members, customers, or external users via multiple endpoints, including:
🌐 Workspace Endpoint – Example:
mycompany.aiassistify.io💬 Chat Widgets – Embedded AI-powered chatbots for websites.
🤖 Chatbot Integrations – AI Assistify supports Telegram, WhatsApp, and other messaging platforms.
With granular access controls, businesses can securely share resources while ensuring the right users have access to the right tools.
📌 Overview
AI Assistify provides five types of resources that can be created and shared:
Resource
Description
Where It Can Be Used
🤖 Assistants
AI-powered chatbots that interact with users based on predefined instructions.
Workspace endpoint, chat widget, chatbot integrations.
📂 Files
Documents, PDFs, or datasets that AI Assistants can reference.
Assistants, chat interactions, document analysis.
📝 Prompts
Predefined AI queries/templates to enhance AI interaction.
Assistants, chat widgets, chatbot integrations.
🛠️ Tools
Custom APIs or functions that AI Assistants can call.
Assistants, chat interactions, external API calls.
🧠 Models
AI models such as GPT-4, Claude, or Gemini configured for specific tasks.
Assistants, automation workflows.
Each resource can be managed, updated, and shared with selected team members or customers.
🛠️ Adding and Managing Resources
🤖 Creating and Managing AI Assistants
AI Assistants act as chatbots that can be deployed across various platforms.
1️⃣ Navigate to Assistants
Click "Assistants" in the left navigation panel.
Click "+ Add Assistant" to create a new assistant.
2️⃣ Configure the Assistant
Enter Name and Description.
Upload an icon (optional).
Select an AI Model (e.g., GPT-4, Gemini, Claude).
Define the Prompt (how the assistant should behave).
3️⃣ Attach Files or Custom Tools (Optional)
Link relevant files the assistant can use.
Connect custom tools to enable external API calls.
4️⃣ Set Sharing Preferences
Toggle "Share with all members" if needed.
Assign specific users or teams who can access the assistant.
5️⃣ Click "Create"
The assistant is now available for use in the Workspace, Chat Widgets, or Chatbot Integrations.
🔹 Editing Assistants: Click “Edit” on any assistant to update settings. 🔹 Deleting Assistants: Click the delete icon to remove an assistant.
📂 Uploading and Managing Files
Files are essential for enabling document analysis, FAQ retrieval, or AI-driven insights.
1️⃣ Navigate to Files
Click "Files" in the left navigation panel.
Click "+ Add File" to upload a document.
2️⃣ Upload a File
Choose a PDF, JSON, DOCX, or other supported format.
Provide a Name and Description for easy reference.
3️⃣ Define Access & Sharing
Share the file with all members or specific users.
Select whether the file is linked to an assistant.
4️⃣ Click "Create"
The file is now stored securely and can be used within AI Assistants.
🔹 Editing Files: Click “Edit” to rename or update file metadata. 🔹 Deleting Files: Remove unused files by clicking the delete icon.
📝 Managing Prompt Templates
Prompts are predefined AI instructions that enhance chatbot interactions.
1️⃣ Navigate to Prompts
Click "Prompts" in the left navigation panel.
Click "+ Add Prompt" to create a new prompt.
2️⃣ Define Prompt Content
Enter a Title and Detailed Instruction.
Specify use cases (e.g., customer support, content creation).
3️⃣ Set Sharing Permissions
Share with all members or restrict access to select users.
4️⃣ Click "Create"
The prompt is now available for assistants and chatbot integrations.
🔹 Editing Prompts: Modify prompts anytime via the “Edit” button. 🔹 Deleting Prompts: Remove outdated prompts as needed.
🛠️ Adding & Managing Custom Tools
Tools allow AI Assistants to connect with external APIs, retrieve live data, or perform advanced operations.
1️⃣ Navigate to Tools
Click "Tools" in the left navigation panel.
Click "+ Add Custom Tool".
2️⃣ Define Tool Details
Enter Tool Name, Description, and Icon URL (optional).
The tool automatically generates an OpenAPI 3.1 schema.
3️⃣ Set Up API Connection
Add Metadata (Title, API Service Description).
4️⃣ Configure Sharing Settings
Share the tool with all members or specific teams.
5️⃣ Click "Create"
The tool is now available for AI Assistants and chat integrations.
🔹 Editing Tools: Update tool settings via “Edit”. 🔹 Deleting Tools: Remove obsolete tools as needed.
🧠 Managing AI Models
AI Assistify supports pre-built and custom AI models.
1️⃣ Navigate to Models
Click "Models" in the left navigation panel.
Click "+ Add Model".
2️⃣ Define Model Details
Enter Model Name and Model ID (e.g.,
gpt-4o).Add a Base URL (for API integration).
Provide an API Key (if required).
3️⃣ Set Sharing Preferences
Assign access to specific team members or make it public.
4️⃣ Click "Create"
The model is now available for AI Assistants and workflows.
🔹 Editing Models: Update model settings anytime. 🔹 Deleting Models: Remove unused models when needed.
🔗 Sharing Resources Across Platforms
Integration Method
Supported Resources
Use Case
🌐 Workspace Endpoint (mycompany.aiassistify.io)
Assistants, Prompts, Tools
Customers and employees access AI-powered assistants via a branded domain.
💬 Chat Widget (Website Embed)
Assistants, Prompts, Files
AI Assistants provide real-time responses on business websites.
🤖 Telegram, WhatsApp, and Messaging Bots
Assistants, Tools, Models
AI chatbots interact with customers on social platforms.
Each integration method ensures seamless AI-powered interactions for businesses.
✅ Best Practices for Resource Management
🔹 Organize Resources: Keep assistants, prompts, and files well-structured for easy access.
🔄 Regularly Update Resources: Keep AI models, tools, and prompts up to date.
🔐 Control Access Wisely: Only share critical resources with necessary users.
📊 Monitor Usage: Track how assistants and tools are used within the workspace.
By effectively managing and sharing resources, AI Assistify enhances collaboration, improves AI-driven automation, and delivers a seamless user experience. 🚀
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