This guide walks you through the process of customizing your AI assistants to better meet your needs by selecting different models, setting up custom personas, and attaching specialized tools.

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Model Selection

Choose from a variety of AI models from leading providers to power your assistants:

OpenAI

GPT-4oMost capable
GPT-4o miniFast & affordable
o4-miniReasoning model
GPT-4.1Enhanced
GPT-4.5 PreviewLatest preview

Anthropic

Claude 3.7 SonnetLatest & most capable
Claude 3.5 SonnetBalanced performance
Claude 3.5 HaikuFast & affordable
Claude 3 OpusHigh capability

Google

Gemini 2.5 Pro PreviewLatest preview
Gemini 2.0 FlashFast & multimodal
Gemini 1.5 ProProven performance

Mistral

Mistral Small LatestEfficient & capable
Open Mistral NemoOpen source

DeepSeek

DeepSeek ChatGeneral purpose
DeepSeek ReasonerAdvanced reasoning

Groq

Llama3 70BUltra-fast inference

xAI

Grok 3 BetaMost capable
Grok 3 Fast BetaFast performance
Grok 3 Mini BetaCompact
Grok 3 Mini Fast BetaFast & compact

Cohere

Command ALatest model
Command R7BEfficient
Command R+Enhanced
Command RBalanced

Perplexity

SonarSearch-optimized
Sonar ProEnhanced search
Sonar Deep ResearchResearch specialist

OpenRouter

Dolphin Mixtral 8x22BUncensored
When selecting a model, consider the trade-off between capability and cost. More powerful models like GPT-4o and Claude 3.7 Opus provide superior reasoning and assistance but at a higher price point.

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In-Depth Analysis of Major AI Models: Capabilities and Strengths

Updated: May 2025Each model has evolved to serve specific niches in the AI ecosystem, with trade-offs between capabilities, safety, cost, and availability. The choice of model depends heavily on the specific use case, budget constraints, and ethical considerations of the deployment environment.

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OpenAI (ChatGPT)

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Anthropic (Claude)

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Google (Gemini)

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Mistral AI

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DeepSeek

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Groq

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xAI (Grok)

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Cohere

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Perplexity (Sonar)

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Dolphin Models

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Customizing Name, Description, and System Prompt

Customize your assistant’s persona by setting a name, description, and system prompt:
1

Navigate to Assistant Settings

Open the assistant you want to customize and click the “Settings” button in the top-right corner of the assistant panel.
2

Set a Custom Name

Enter a meaningful name for your assistant that reflects its purpose or persona. For example:
  • “Research Assistant”
  • “Code Review Expert”
  • “Marketing Copywriter”
3

Add a Description

Write a brief description that explains the assistant’s purpose, expertise, and capabilities. This helps users understand when to use this particular assistant.Example:
A specialized research assistant with expertise in academic literature review, 
data analysis, and citation management. Ideal for students and researchers 
working on scholarly projects.
4

Create a System Prompt

The system prompt is the most important element for defining your assistant’s behavior. It provides instructions that guide how the AI responds to queries.
A well-crafted system prompt should define:
  • The assistant’s role and identity
  • Areas of expertise and knowledge
  • Communication style and tone
  • Any limitations or boundaries
  • Specific instructions for how to approach different types of queries
Example system prompt for a research assistant:
You are a highly knowledgeable research assistant with expertise in academic writing, 
research methodology, and data analysis. Your primary goal is to help users conduct 
thorough research, find relevant sources, and organize information effectively.

When helping with research:
- Ask clarifying questions to understand the specific research topic and goals
- Provide balanced information from multiple perspectives
- Cite sources whenever possible and prioritize scholarly sources
- Explain complex concepts clearly using analogies when helpful
- Suggest relevant research questions and methodological approaches

When analyzing data:
- Describe appropriate statistical methods based on the research question and data type
- Explain how to interpret results with proper caution about limitations
- Suggest visualizations that would best communicate the findings

Communicate in a professional but accessible tone. Avoid overly technical jargon 
unless necessary, and always explain specialized terms. Prioritize accuracy over 
certainty, and be transparent about the limitations of your knowledge.

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Using the Generate System Prompt Button

For a quick start, you can use the “Generate System Prompt” button to create a baseline system prompt:
1

Click Generate System Prompt

In the assistant settings panel, locate and click the “Generate System Prompt” button.
2

Provide a Brief Description

Enter a short description of the assistant you want to create. For example:
A helpful coding assistant that specializes in React and JavaScript development
3

Review and Edit

The system will generate a comprehensive system prompt based on your description. Review the generated prompt and make any necessary edits to better align with your specific needs.
4

Save Changes

Once you’re satisfied with the system prompt, click “Save” to apply the changes to your assistant.
Even when using the generate feature, always review the system prompt carefully. The generated prompt serves as a starting point that you should customize to ensure it precisely matches your requirements.

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Attaching Tools to Assistants

Enhance your assistant’s capabilities by attaching specialized tools that allow it to perform specific tasks:
1

Access Tool Settings

In the assistant settings panel, navigate to the “Tools” section.
2

Browse Available Tools

Browse through the available tools organized by categories such as Web, Images, Data, and Code.
3

Select Relevant Tools

Choose tools that align with your assistant’s purpose. For example:
  • A research assistant might benefit from Web Search and Web Scraper tools
  • A coding assistant would need Code Interpreter and File Analysis tools
  • A creative assistant could use Image Generation tools
4

Configure Tool Settings

Some tools may have configurable settings or require API keys. Complete any necessary setup for each tool you’ve selected.
5

Save Configuration

Click “Save” to apply the tool configuration to your assistant.
The assistant will automatically determine when to use the attached tools based on user queries. You don’t need to explicitly instruct it to use specific tools during a conversation.

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Best Practices

Follow these best practices to create effective customized assistants:
  1. Focus on Specific Use Cases: Create specialized assistants for distinct purposes rather than one general-purpose assistant.
  2. Test Thoroughly: After customizing an assistant, test it with various queries to ensure it behaves as expected.
  3. Iterative Refinement: Refine your system prompts based on how the assistant performs in real conversations.
  4. Balance Tool Access: Only attach tools that the assistant needs for its specific role to avoid unnecessary complexity.
  5. Keep Updates: Regularly review and update your assistants to incorporate new models, tools, and improved system prompts.

Tool Library

Learn more about available tools

Customizing Tools

Learn how to customize the tool library

Lead Generator

Discover our Lead Generator template

Research Assistant

Explore our Research Assistant template

Content Creator

Learn about our Content Creator template