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Documentation Index

Fetch the complete documentation index at: https://help.pantaos.com/llms.txt

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An Assistant is a custom AI helper your team builds for a specific job. Personality, knowledge, tools, and visibility — all configured once, used by everyone who needs it.

Anatomy of an assistant

SettingWhat it does
Name & descriptionHow it shows up in the Library.
PersonalityTone, rules of engagement, dos and don’ts.
ModelPinned model or Auto Mode.
KnowledgeDocument collections it references.
ToolsConnected tools and web search it can use.
VisibilityPrivate, team, or featured.

Building one

Click 'New Assistant'

From the Library.

Name it for the user

“Proposal Drafter” beats “Sales GPT v2”.

Write the personality

A short paragraph describing role, tone, and rules.

Attach knowledge

The right document collections; less is usually more.

Enable tools

Only the ones this assistant truly needs.

Test in sandbox

Chat with it before publishing.

Publish

Set visibility and ship.

What good assistants share

Specific role

“Sales Email Drafter for Enterprise Deals” beats “Sales Helper”.

Clear personality

Tone and rules spelled out — not implied.

Curated knowledge

Quality > quantity for retrieval.

Few tools

Each tool is there for a reason.
Common assistant types: Drafter, Expert, Researcher, Reviewer, Translator, Coach. Most teams need 3–5 — not 50.