# Create your first AI assistant in FineGuide

> An AI assistant is your always-on digital teammate. It can answer customer questions, guide visitors, collect leads, and help your team stay available even when nobody is online.

By Liviu · published 2026-05-14 · updated 2026-10-22 · Tutorials, AI Agent, Fineguide
Source: https://fineguide.ai/blog/create-your-first-ai-assistant-in-fineguide/

An AI assistant is your always-on digital teammate. It can answer customer questions, guide visitors, collect leads, and help your team stay available even when nobody is online.

This guide walks through the first setup in a simple, practical way.

### Before you start

Make sure you can sign in to FineGuide and that your account has permission to create assistants. If you do not see the **Create Assistant** button, ask an admin to enable access for your role.

### Step 1: Open the Assistants page

After signing in, open **Assistants** from the main navigation.

If this is your first assistant, you will see a clean empty state with a message inviting you to create one. If your workspace already has assistants, you will see them listed as cards.

Click **Create Assistant** to begin.

### Step 2: Choose how you want to start

FineGuide gives you two ways to create an assistant.

**Use a template** if you want a guided setup with sensible defaults.

Available starting points include:

-   **Website Support** for answering questions on your website
-   **Social Media Leads** for capturing leads from social conversations
-   **E-commerce Assistant** for product questions, orders, and returns
-   **Messaging Bot** for platforms like Telegram, Slack, or Discord

**Use Instant Assistant** if you want the fastest possible setup and prefer to configure everything afterward.

![](https://fineguide.ai/blog/media/415ffbd73d1beff8e233b22a.jpg)

A good rule is simple: choose a template if you already know the use case, and choose instant if you just want to get started quickly.

### Step 3: Set the assistant identity

Every assistant starts with a few basics:

-   **Name**\
    Give your assistant a clear, friendly name.
-   **Company**\
    This helps the assistant understand which business it represents.
-   **Welcome message**\
    This is the first message visitors will see, so keep it warm and helpful.
-   **Avatar**\
    Pick an image that matches your brand or assistant personality.

Once these fields are filled in, continue to create the assistant.

### Step 4: Continue with the guided setup

If you chose a template, FineGuide may guide you through a few optional setup steps such as:

-   **Instructions** to define tone, behavior, and focus
-   **Knowledge** to add website pages or documents
-   **Theme** to match your brand colors
-   **Install** to place the assistant on your website
-   **Connect Platform** for messaging or social channels
-   **Review** to confirm everything before finishing

You can skip optional steps and come back later. The goal is to help you launch quickly, not slow you down.

If you chose **Instant Assistant**, you will go straight to the assistant after creation and can configure everything from there.

### Step 5: Review and test

After creation, open your assistant and check the essentials:

-   Is the name correct?
-   Does the welcome message sound right?
-   Does the avatar fit your brand?
-   Is the assistant ready for the channel you want to use?

Before sharing it with customers, send a few test messages yourself. Try common questions, unusual phrasing, and one or two edge cases. This helps you catch gaps early and improve the setup before launch.

### What to do next

Once your first assistant exists, the next best steps are:

1.  Add knowledge so it can answer real business questions.
2.  Refine the instructions so the tone matches your brand.
3.  Install it on your website or connect a messaging channel.
4.  Run a few real test conversations before going live.