Skip to main content
The users with Assistant Writers role can access the AI Workflow setup screen where they create a new assistant from scratch.
1

Open the Setup page

From the assistants dropdown select AI Workflow Setup
Assistant detail or edit screen
2

Write your Instructions

Write the assistant instructions.  The clinic is where your new assistant will be available from, the Speciality is a tag to help organise your assistants. You can provide more context (optionally) to your assistant by filling in examples, templates and important words for it to use or correct in the dictionary.
After you click create, you will be able to view the assistant from the create record screen.
Save or update confirmation

Next steps

Manage Assistants

View and manage your AI assistants.

Create Record

Create New Record.