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Creating an External Machinery Assistant

Learn how to create an External Machinery Assistant in Industrial AI to provide customer-facing support using external documentation.

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Written by George Newman
Updated this week

Accessing My Assistants

Navigate to Industrial AI > My Assistants.
Click the Create Assistant button in the top-right corner.


Creating an External Machinery Assistant

Steps:

  1. Select Template
    Click on the External Machinery Assistant template or select Create Assistant and choose External Machinery Assistant.

  2. Select Asset or Asset Template
    You will be prompted to choose where to deploy the assistant:

    • Asset: Select the Asset radio button and choose an asset from the Asset Hub.

    • Asset Template: Select the Asset Template radio button and pick the appropriate template. The assistant will be available for all assets created from this template, as long as the documentation stays connected.

  3. Name and Description
    Provide a name and description for the assistant.
    Click Continue.

  4. Select Documents

    • You can only select from external documents attached to the selected asset or asset template.

    • This ensures that the assistant uses only customer-facing information.

  5. Create Assistant
    Click Create Assistant to complete the setup.


Deployment and Usage

  • The External Assistant will be available to customers through the assets where it is deployed.

  • Only external documentation will be used to ensure appropriate information sharing.


Important Notes

  • External Assistants use only external documents to maintain correct information access for customers.

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