Navigation
To access AI Chat Assistants,🔎 Navigation: Dashboard → Left Panel → AI Conversations → AI ChatThis opens AI Chat Assistants with:
- A gallery of pre-built assistants (ready to use).
 - A Custom Chat Assistant button (top-right) for building your own.
 

Use a pre-built chat assistant
- Go to AI Chat and browse the assistant categories.
 - Click any assistant to open a chat in the main area.
 - Type your question or task and press Send.
 - (Optional) Click Share (next to the assistant name) → Generate Link to share a read-only URL.
 - (Optional) Toggle Real-Time Data (beside Share) to let the assistant fetch current information in addition to its pre-training.
 - (Optional) Export the conversation as Text, Word (.docx), or PDF.
 

Pre-built assistants (by category)
Business: Financial Analyst, Investment Manager, AccountantCoach: Motivational Coach, Relationship Coach, Life Coach, Personal Trainer, Talent Coach, Debate Coach, Motivational Speaker
Education: Screenwriter, Storyteller, Poet, Philosopher, AI Writing Tutor, Academician
Health: Mental Health Adviser, AI Assistant Doctor, Psychologist
Leisure: Travel Guide, Stand-up Comedian, Chef, Social Media Influencer
Specialist: Job Interviewer, Alex Tarasov, English Translator & Improver, Tech Reviewer, Journalist, Legal Advisor, Advertiser, Composer, Movie Critic, Novelist, Recruiter, Career Counselor, Real Estate Agent, Gnomist, Cyber Security Specialist, SEO Specialist
Other: Drunk Person, Friend, Rapper
Sharing & real-time data
- Share: Click Share → Generate Link to get a URL for friends/teammates.
 - Real-Time Data: Toggle on to augment responses with current web information (where supported).
 
🔐 Privacy tip: Shared links may expose conversation content. Remove sensitive data before sharing.
Voice & hands-free modes
- Realtime Voice Chat (voice ↔ voice):
Toggle the voice icon next to the message box to speak to the assistant and hear responses.
The full text transcript is still stored in the conversation for export. - Hands-free prompting (mic to text):
Click the microphone icon (next to voice mode) to dictate your prompt. It populates the input area; press Send to submit. 
🔊 Use voice mode for live brainstorming; use hands-free prompting to draft complex prompts quickly, then edit before sending.
Export conversations
From the chat window, choose Export → Text, Word, or PDF to download a copy of the conversation.🧩 Good practice: Rename the exported file with the assistant name and date for easy filing (e.g., 
Investment-Manager_2025-08-17.pdf).Create a Custom Chat Assistant
Click Custom Chat Assistant (top-right of AI Chat Assistants) and complete the form:- Chat Assistant Avatar – Click Browse and upload an image.
 - Activate Chat Assistant – Toggle Enable/Disable.
 - Assistant Name – A clear, searchable name.
 - Role Description – One-line identity (e.g., Finance Expert).
 - Welcome Message (Optional) – The first message users see.
 - Group – Select: Business, Coach, Education, Health, Leisure, Specialist, Other.
 - Instructions – Detailed behavior/goals, input/output format, tone, constraints.
 - Knowledge Retrieval Tool – Enable if you want the assistant to use uploaded files or allow uploads during chat.
 - Code Interpreter Tool – Enable if the assistant should run code/calculations.
 - File Access (Optional) – Browse to upload documents to ground the assistant’s answers (requires Knowledge Retrieval enabled).
 - Click Create. Your assistant appears in AI Chat Assistants.
 
Example:You are a <role> helping with <audience/use case>.Always:
- Ask 1 clarifying question if requirements are ambiguous.
 - Cite source filenames when using uploaded files.
 - Return answers in <format> with headings and bullet points.
 
📎 Files & retrieval: If you upload a file but don’t enable Knowledge Retrieval, the assistant won’t consider it. Turn the toggle on whenever file grounding matters.
📌 Example Use Cases
- Business: Use the Financial Analyst to quickly analyze quarterly reports or the Investment Manager to evaluate risk strategies.
 - Education: Let the AI Writing Tutor review essays or the Philosopher generate debate topics.
 - Health: Use the Mental Health Adviser for stress-relief exercises or the AI Assistant Doctor for general medical guidance.
 - Leisure: Ask the Travel Guide to plan itineraries or the Chef to suggest recipes with ingredients you already have.
 - Specialist: Use the SEO Specialist for keyword suggestions or the Cyber Security Specialist for best practices in data protection.
 - Other: Try the Rapper for fun lyric generation or Friend for casual conversations.
 - Custom Assistant: Build a domain-specific bot (e.g., “HR Interview Prep Coach” or “Legal Document Explainer”) tailored to your workflows.
 
Troubleshooting
- No file context in answers? Ensure Knowledge Retrieval is enabled and the file is attached.
 - No calculations/plots? Turn on Code Interpreter Tool.
 - Voice not working? Check mic permissions in your browser and give it a try again.
 - Pre-built assistant missing? Use the search bar at the top of the AI Chat Assistants page or check the Group filter.