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A custom assistant combines a name, description, instructions, and a tool-access choice. Use one when a distinct task needs a reusable working style or method. For organisation-wide facts, start with Context. For a house rule, use Conventions. For recurring execution, use Jobs. This avoids maintaining conflicting copies of the same instruction.

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Configure an assistant

Where Assistants is available in your environment, open its creation form and complete: For example, a reporting assistant could be instructed to verify the reporting period, reconcile headline totals, and separate evidence from proposed explanations. Do not put credentials in its prompt or treat prompt instructions as security restrictions. Actual access still depends on platform permissions and the configured tools.

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Test before relying on it

Select the assistant through the conversation’s assistant controls, attach the relevant assets, and try a small representative task. Inspect the source data, tool results, and output. Include a case with missing or ambiguous information to check how the assistant responds. Review the prompt when the workflow changes. Keep shared business definitions in Context so they can be maintained in one place.