Space Assistants

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Overview

Each space can have a default assistant that handles conversations within that workspace. Space assistants are configured specifically for the space’s use case and are available to all space members.

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Default Assistant

The space sidebar shows your current Default Assistant configuration:

• Assistant avatar and name - Visual identifier
• “Create a new assistant” button - Quick access to assistant creation
• Current assistant is automatically used for new conversations

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Viewing Space Assistant

In the space sidebar panel:

1. Look for the “Default Assistant” section at the top
2. See the currently selected assistant with avatar
3. View assistant name (e.g., “Pulze”)

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Changing Default Assistant

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Selecting a Different Assistant

To change the space’s default assistant:

1. Open space settings or assistant configuration
2. Browse available assistants
3. Select the desired assistant
4. Save changes
5. New conversations will use the selected assistant

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Available Assistants

You can choose from:

• Organization assistants - Shared across org
• Space-specific assistants - Created in this space
• Your assistants - Personal assistants
• Pre-built templates - Pulze’s ready-to-use assistants

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Creating Space Assistants

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Quick Creation

From the space sidebar:

1. Click “Create a new assistant” button
2. Configure assistant settings:
   • Name and description
   • Instructions/system prompt
   • Model preference
   • Tools and capabilities
   • Knowledge sources
3. Save the assistant
4. Optionally set as space default

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Space-Specific Configuration

When creating assistants for a space, consider:

• Purpose - What tasks will this assistant handle?
• Knowledge - What data should it access?
• Tools - What capabilities does it need?
• Audience - Who will use this assistant?

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Assistant Capabilities

Space assistants can be configured with:

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Knowledge Access

• Space documents - Access to docs in this space
• Custom data - Uploaded files and web pages
• Organization data - Shared knowledge bases

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Tool Usage

• Web search - Find current information
• API requests - Connect to external services
• File operations - Read and write documents
• Custom tools - Organization-specific capabilities

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Model Selection

• Default model - Primary AI model to use
• Fallback models - Backup options
• Router support - Use custom routers

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Managing Multiple Assistants

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When to Use Multiple Assistants

Create multiple assistants for:

• Different use cases - Support, coding, writing
• Specialized knowledge - Domain experts
• Various skill levels - Basic vs advanced
• Language preferences - Multilingual support

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Switching Assistants

Users can override the default during conversations:

1. Open the conversation
2. Click assistant selector
3. Choose different assistant
4. Continue with new assistant

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Assistant Performance

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Monitoring Usage

Track how space assistants are performing:

• Conversation volume
• User satisfaction ratings
• Tool usage patterns
• Response quality

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Optimization

Improve assistant performance by:

• Refining system prompts
• Updating knowledge sources
• Adding relevant tools
• Adjusting model selection

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Best Practices

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Common Configurations

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Customer Support Space

• Assistant with access to product documentation
• Tools for ticket creation and search
• Friendly, helpful tone
• Quick response optimization

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Development Space

• Technical assistant with code analysis
• Access to code repositories
• Development tools enabled
• Precise, detailed responses

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Content Creation Space

• Creative writing assistant
• Access to brand guidelines
• Image generation tools
• Engaging, on-brand voice

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Data Analysis Space

• Analytical assistant
• Access to datasets
• Visualization capabilities
• Clear, data-driven insights

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Integration with Space Features

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With Conversations

• Default assistant starts new chats
• Assistant history tracked per space
• Easy switching between assistants

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With Documents

• Assistants can access space documents
• Create and edit documents
• Reference documentation in responses

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With Data

• Connect to space data sources
• Use custom data in responses
• Data-aware responses

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With Tasks

• Assistants can be used in automated tasks
• Scheduled conversations with assistants
• Consistent automated responses

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Troubleshooting

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Assistant Not Available

If default assistant isn’t working:

1. Check assistant still exists
2. Verify space permissions
3. Confirm assistant hasn’t been deleted
4. Check organization subscription

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Wrong Assistant Loading

If incorrect assistant appears:

1. Verify space default settings
2. Check user hasn’t selected different assistant
3. Review assistant assignments
4. Update space configuration

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Assistant Missing Tools

If assistant can’t use expected tools:

1. Check tool permissions
2. Verify tools enabled for assistant
3. Confirm organization has tool access
4. Review assistant configuration

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Permission Requirements

Access levels for assistants:

• View - See which assistant is configured
• Use - Start conversations with assistant
• Configure - Change default assistant
• Create - Build new assistants for space