Setting up an assistant in OpenAI playground

The point of an assistant is to attach documents so you have a custom chatbot that can answer from a specific set of information. For example, you can upload the contents of your website and you’ll get a chatbot that can answer any questions about the information on your website.

Step 1. prepare your files

For this example, I will be uploading the text document example.text.

Step 2. Create vector store and attach files

Open https://platform.openai.com/ in your browser.

In the top bar click ‘dashboard.’

Now on the sidebar click ‘storage.’

In the top left corner, toggle from ‘files’ to ‘vector store.’

click the ‘create’ button and give your vector store whatever name you like but its best to name it something that gives you an idea of what files it will contain or what assistant it will be attached to.

On the bottom right, choose the ‘add files’ tab.
Choose your files and click ‘attach’.

Step 3: Create assistant
Now that we have a vector store with the documents we’d like our custom chatbot to have access to, we can set up the assistant.

Still on the ‘vector stores’ screen, click ‘+ create assistant.’

On the left navigation bar choose ‘assistant’ to see the new assistant.

Your new assistant should be the first one listed. Scroll down on the details to make sure “file search” is enabled and the vector store has been successfully attached.

Step 4: test your assistant

Now you can click ‘playground’ to try asking questions about your uploaded files.

Step 5: Connect to chatbots embedded on website

You can also use the OpenAI API to connect this assistant to a chatbot embedded in your website. That part is much more difficult. Feel free to go to aiupgrade.site to contact me about doing that for you.