Introduction
Welcome to Ubby's quick start guide on creating your first AI assistant. AI assistants in Ubby are powerful tools designed to automate tasks, generate and modify documents, and streamline workflows. This guide will walk you through the steps to create and configure your first AI assistant, ensuring it is tailored to meet your specific needs.
What is an AI Assistant?
An AI assistant in Ubby is a customizable, AI-driven tool that can perform a variety of tasks based on the data and prompts you provide. These assistants can:
Automate repetitive tasks
Generate and modify documents
Provide intelligent insights
Enhance productivity by streamlining workflows
Advantages of AI Assistants
Efficiency: Automate routine tasks to save time and reduce human error.
Consistency: Ensure consistent output and responses.
Scalability: Easily scale operations without additional human resources.
Customization: Tailor the assistant to meet specific business needs.
Importance of quality data
The effectiveness of your AI assistant heavily depends on the quality of the data it accesses. Connectors must be set up to link Ubby to high-quality, relevant data sources. Poor data quality will result in less accurate and less useful outputs from your assistant.
Setting Up Connectors
Open the Connectors Dashboard: Accessible from the profile icon on the top right.
Choose Sources: Select the data sources you want to connect.
Configure Access: Ensure secure access to your data.
Set Up Fetching Options: Keep Ubby’s answers up to date by configuring fetching options.
Monitoring Connectors
Regularly monitor the Connectors Dashboard to ensure that all sources are indexed correctly and that the indexing jobs are running smoothly.
Creating Your First AI assistant
Step 1: Navigate to AI assistants
Open Your Workspace: Log in to your Ubby account and navigate to your workspace.
Go to AI Assistants: Click on the "AI Assistants" section in the workspace menu.
Step 2: Create a new Assistant
Click "Create New Assistant": This will open a form to set up your new assistant.
Name and Description: Provide a name and a brief description for your assistant to define its purpose.
Step 3: Configure the prompt
A prompt is a set of instructions or questions that guide the AI assistant's responses. A well-crafted prompt is crucial for the assistant's effectiveness.
Tips for Crafting a Good Prompt
Be Specific: Clearly define the task or question.
Provide Context: Include relevant background information.
Set Expectations: Specify the format and detail level of the response.
For more detailed guidance, refer to our comprehensive documentation on prompts.
Step 4: Choose the Right Model
Selecting the appropriate AI model is essential for the assistant's performance. Different models excel in different areas:
GPT-4: Ideal for tasks requiring vision capabilities.
Claude: Best for generating high-quality code and technical content.
Step 5: Select Tools and Sources
Choose Tools: Select the tools the assistant will use, such as search tools, internet search, vision, and image generation.
Select Sources: Decide whether the assistant will have access to all sources or specific Knowledge Bases.
Step 6: Specialize Your Assistant
The more specialized an assistant is, the more relevant and accurate its responses will be. Focus on a specific area or task to enhance its effectiveness.
Step 7: Deploy the Assistant
Make Public: Once configured, the admin can choose to deploy the assistant by making it public.
Add to Library: Deployed assistants will be added to the shared library, accessible to all team members.
Understanding Context in AI Assistants
In the realm of AI and assistants, context refers to the information that the AI uses to generate relevant and accurate responses. There are two primary ways to provide context to an AI assistant in Ubby:
Document Upload in Chat
When you upload a document directly in the chat, the assistant takes the entire document into account, using its full context to generate responses. This method is useful for specific, detailed queries where the entire document's content is relevant.
Connectors and Retrieval-Augmented Generation (RAG)
When using connectors, the assistant searches through indexed data to find the most relevant information and adds it to its context before responding. This method is efficient for handling large datasets and providing precise answers based on the most pertinent information.
Conclusion
Creating your first AI assistant in Ubby is a straightforward process that involves setting up connectors, crafting a good prompt, choosing the right model, and deploying the assistant. By following this guide, you can quickly leverage Ubby's AI-driven capabilities to enhance productivity and streamline workflows.