Assistants¶
Digital assistants are the core of the Kabware platform. Each assistant is an AI-powered chatbot that you configure with a specific purpose, personality, and knowledge base.
Creating an assistant¶
- In the admin dashboard, go to Digital Assistants > Create New Assistant.
- Fill in the required fields:
| Field | Description |
|---|---|
| Name | Display name shown to users (e.g., "IT Support Bot") |
| Slug | URL identifier — lowercase, hyphens only (e.g., it-support) |
| Purpose | A short description of what the assistant does |
| Guidance | Detailed instructions for the AI model's behaviour |
- Click Save to create the assistant.
Configuring guidance¶
The Guidance field is the most important configuration. It tells the AI model how to behave. Good guidance includes:
- Role definition — "You are a helpful IT support assistant for Acme Corp."
- Tone and style — "Be professional but friendly. Use plain English."
- Scope boundaries — "Only answer questions about IT systems. Politely decline other topics."
- Response format — "Use bullet points for step-by-step instructions."
- Safety rules — "Never share internal credentials or system passwords."
Be specific
Vague guidance leads to vague answers. The more specific your instructions, the more useful your assistant will be.
Knowledge base (file uploads)¶
You can upload documents to give your assistant domain-specific knowledge:
Supported file types¶
- PDF, DOCX, TXT, MD, CSV
- Maximum file size depends on your plan
How it works¶
- Go to your assistant's Files tab.
- Upload one or more documents.
- The platform automatically:
- Extracts text from your documents
- Splits the content into chunks
- Creates vector embeddings for semantic search
- Stores embeddings in a vector store
- When a user asks a question, the assistant searches the vector store for relevant context and includes it in its response.
Best practices for knowledge files¶
- Keep files focused — One topic per document works better than a single massive file.
- Use clear headings — Structured documents produce better search results.
- Update regularly — Remove outdated files and upload current versions.
- Check the results — Ask your assistant questions to verify it's using the knowledge correctly.
Assistant settings¶
Auth mode¶
| Mode | Description |
|---|---|
| Authenticated | Users must sign in with email + OTP |
| Guest | Anyone with the link can chat (no sign-in required) |
| Both | Users can sign in or use as a guest |
Chat experience¶
- Welcome message — The first message users see when they open the chat.
- Initial topics — Suggested conversation starters shown as clickable chips.
- Chat history — Whether conversation history is stored (configurable per assistant).
Model selection¶
If your plan supports it, you can choose which AI model powers your assistant. Available models depend on your organisation's AI provider configuration.
Managing assistants¶
Editing¶
Click on any assistant in the list to edit its settings. Changes take effect immediately for new conversations.
Deleting¶
Deleting an assistant removes it and all associated data (files, chat history, vector store). This action cannot be undone.
Warning
Deleting an assistant is permanent. Export any important data before deleting.
Limits¶
The number of assistants you can create depends on your plan:
| Plan | Assistants |
|---|---|
| Standard | 3 |
| Professional | 5 |
| Enterprise | Custom |