Create Your First AI Assistant

Building an AI assistant starts with nothing more than a name; the checklist on the edit page walks you through the rest one item at a time. This chapter runs through it once with an “HR Leave Assistant”.

Before you start

• You are signed in as an administrator and can see「Agent 管理」(Agent Management) on the left. (See Chapter 6.)
• This chapter does not require any documents up front. Attaching company data is Chapter 8.
• Decide on one sentence first: who this assistant is for, and what it answers. You will write that sentence into its persona shortly.

Step 1 · Create a draft

Click「Agent 管理」(Agent Management) on the left, then「＋ 建立 Agent」(Create Agent) in the top right.

A dialog opens titled「建立 Agent」(Create Agent), with a subtitle reading「先取名建立草稿，細部設定（資料、管道、發布）在編輯頁完成」(Name it and create a draft first; the detailed settings — data, channels, publishing — are done on the edit page). There are only three fields:

Field	What to enter this time
「Emoji」	🧑‍💼 (you can keep the default 🤖 and change it any time)
「名稱 *」(Name *)	HR Leave Assistant
「模板（選用）」(Template, optional)	Choose「🧱 空白 Agent」(Blank Agent)

If all you see under「模板（選用）」(Template, optional) is a note saying「尚無可用的 App Templates」(No App Templates available yet), that is normal — templates only appear once you enable an App Pack (Chapter 10). This time you are starting from blank.

Click「✓ 建立草稿」(Create draft). The screen jumps straight to this Agent’s edit page, with an orange「草稿」(Draft) marker next to the name.

「草稿」(Draft) means staff cannot see it yet. Only you, as administrator, can try it out.

Step 2 · Read the first-time setup checklist

The toolbar at the top of the edit page, which follows you as you scroll, holds a row of buttons labelled「首次設定」(First-time setup). This is the guided checklist for a draft, and it has four items:

1. 「基礎設定」(Basic settings)
2. 「資料來源（選用）」(Data sources, optional)
3. 「對話管道（選用）」(Chat channels, optional)
4. 「發布部署」(Publish and deploy)

Clicking any item jumps to the matching tab; once its condition is met, the item turns into a「✓」on its own. The small text to the right reminds you to press「🚀 發布」(Publish) once everything is set.

The whole checklist disappears after you publish. That means first-time setup is complete, not that something broke.

The edit page has 11 tabs in total, which is a lot to take in at once. You will only use three of them this time; for the rest, it is enough to know they exist:

Tab	What it does	Used this time
「基礎」(Basics)	Name, role, model, persona (System Prompt), suggested opening questions	✅
「工具 / MCP」(Tools / MCP)	Select built-in tools, skill packages, connections to outside systems
「資料來源」(Data Sources)	Grant this Agent access to knowledge bases, datasets, and files (Chapter 8)
「對話管道」(Chat Channels)	Connect Discord / LINE / Slack (Chapter 9)
「用量 / 稽核」(Usage / Audit)	Access groups, monthly usage caps, audit policy (Chapters 11 and 12)	✅
「防護」(Protection)	PII masking, blocked words (Chapter 12)
「執行 Runtime」(Execution Runtime)	The execution environment and deployment. Set during rollout; no day-to-day changes needed
「記憶」(Memory)	The retention policy for long-term memory, and what the Agent has already remembered
「排程任務」(Scheduled Tasks)	Tasks that run automatically on a schedule, such as a scan every Monday morning (Chapter 10)
「自我升級」(Self-upgrade)	Run a health check by talking to the AI; it produces an upgrade plan you can approve item by item
「使用紀錄」(Usage Records)	A line for every single time this Agent was used (Chapter 11)	✅

Step 3 · Write the persona

Stay on the「基礎」(Basics) tab — that is where you land after creating the draft.

「領域標籤 Role」 — enter HR. This is only a label for your own sorting, and it shows up in the Agent list.

「模型 Model」 — leave it empty. Empty means the platform default model, and the field label itself tells you which one that is.

「System Prompt」 is the heart of this step — what you write here decides how the assistant talks. Replace the whole block with:

You are the company's HR leave assistant, serving all employees.

You answer questions about leave, annual leave, and compensatory time off.
Rules:
- Answer only from the company's own policies; do not guess or cite outside regulations.
- When you cannot find a basis, say "I cannot find that — please contact HR" instead of guessing.
- Keep answers to three sentences or fewer, and add detail only when needed.
- Be warm and direct; do not write like an official memo.

Three practical principles for writing a persona:

• Start with who you are and who you serve. The model uses that sentence to settle on tone and standpoint.
• Spell out “say so when you do not know”. This single line saves the most trouble.
• Limit the length. Without it the model tends toward long essays, which are painful to read on a phone.

「開場建議問題」(Suggested opening questions) — one per line, shown at the top of the chat page for staff to click. Enter two:

How many days of annual leave do I get after one year?
How is overtime pay calculated?

Click「儲存設定」(Save settings) in the toolbar at the top. A green「✓ 已儲存」(Saved) appears on the right, and「基礎設定」(Basic settings) in the「首次設定」(First-time setup) checklist turns into a「✓」.

Step 4 · Decide who may use it and how much it may spend per month

Switch to the「用量 / 稽核」(Usage / Audit) tab. Two things here block publishing if left blank.

「可使用群組 Access」 — a row of group buttons, subtitled「哪些群組的員工可以使用這個 Agent」(which groups of employees may use this Agent). Click to select; the selected ones light up. Leave policy is something the whole company asks about, so click「全體員工」(All employees).

With no group selected, red text appears below:「⚠ 尚未選擇任何群組——發布會被擋下」(No group selected yet — publishing will be blocked).

「用量上限 Usage Policy」 — subtitled「每月重置」(resets monthly), with three fields:

Field	What to enter this time	Notes
「每月呼叫上限（空＝無限制）」(Monthly call cap; empty = unlimited)	3000	How many times this Agent may be used in a month
「每月 Token 上限（空＝無限制）」(Monthly token cap; empty = unlimited)	Leave empty	Another way of counting usage; setting one of the two is enough
「超過上限時」(When the cap is exceeded)	「block — 直接擋下」(block — stop it outright)	The other option is「warn — 放行但記錄」(warn — allow but record)

For a first rollout, choose「block」and keep budget risk outside the door; loosen it later once things run steadily. Chapter 11 covers watching usage in detail.

Click「儲存設定」(Save settings).

Step 5 · Publish

Go back to the toolbar at the top and click「🚀 發布」(Publish) on the right.

If all is well, the「草稿」(Draft) marker beside the name is replaced by a green「已發布 v1」(Published v1), and the「首次設定」(First-time setup) row disappears entirely.

If it is blocked, the screen shows「尚無法發布：」(Cannot publish yet) followed by a list telling you exactly what is missing:

Message	Where to fix it
「缺少名稱」(Name missing)	The name field at the very top of the page
「缺少 purpose / system prompt」(Purpose / system prompt missing)	The System Prompt on the「基礎」(Basics) tab
「尚未指定可使用的群組（access）」(No access group specified)	「可使用群組」(Access) on the「用量 / 稽核」(Usage / Audit) tab
「尚未設定用量上限（usage policy）」(No usage cap set)	「用量上限」(Usage Policy) on the「用量 / 稽核」(Usage / Audit) tab
「Agent 目前為停用狀態」(This Agent is currently disabled)	This Agent has been disabled; enable it first

Fill in what is missing and click「🚀 發布」(Publish) again.

You can change settings any time after publishing — click「儲存設定」(Save settings) when you are done. To pull it back out of sight temporarily, click「取消發布」(Unpublish) in the same place and the status returns to「草稿」(Draft).

Step 6 · Try it yourself first

Click「前往對話 →」(Go to chat) in the toolbar; the chat window for this Agent opens directly.

Ask one of the opening questions you just set. Because no company documents are attached yet, it will answer only in the tone from the persona, and it should honestly say it cannot find the answer — which is exactly the result you want. The next chapter feeds it your company’s leave policy.

How you know it worked

1. Back in「Agent 管理」(Agent Management), “HR Leave Assistant” appears in the list with a green「已發布 v1」(Published v1) marker beside it.
2. That row has two buttons,「對話」(Chat) and「設定」(Settings).
3. Open「對話」(Chat) and the two suggested opening questions you set appear at the top of the screen.
4. Ask something it has no basis for, and it says so in the persona’s voice rather than inventing an answer.

Common problems

Symptom	Cause / fix
Clicking「🚀 發布」(Publish) does nothing except show a list	That is the pre-publish check. Work through each line on the matching tab, then click again.
The「首次設定」(First-time setup) row has vanished	It collapses after publishing, meaning first-time setup is done. Unpublishing brings it back.
「資料來源」(Data Sources) and「對話管道」(Chat Channels) never get a check mark	Both are marked「（選用）」(optional) and you can publish without them. For attaching data see Chapter 8; for opening a channel see Chapter 9.
No templates to choose from in the create dialog	Templates come from enabled App Packs. With no Pack enabled there is only「🧱 空白 Agent」(Blank Agent), which is normal. See Chapter 10.
You changed the System Prompt but the answers did not change	You did not click「儲存設定」(Save settings). It only counts once the green「✓ 已儲存」(Saved) shows on the right of the toolbar.
After saving, the page header shows「⚠ 已部署的 Runtime 仍在使用舊設定」(The deployed Runtime is still using the old settings)	This Agent is deployed to an outside channel; the new settings take effect only after you click「🔄 套用新設定並重啟」(Apply the new settings and restart) beside the message.
An employee says they cannot see this assistant	Confirm the status is「已發布」(Published) and that their group appears under「可使用群組」(Access).
You want to switch it off for a while	Click「取消發布」(Unpublish) to return it to draft. Staff lose sight of it immediately and every setting is kept.