{"id":214,"date":"2026-05-14T11:08:18","date_gmt":"2026-05-14T11:08:18","guid":{"rendered":"https:\/\/fineguide.ai\/blog\/?p=214"},"modified":"2026-05-14T11:28:57","modified_gmt":"2026-05-14T11:28:57","slug":"__trashed-19","status":"publish","type":"post","link":"https:\/\/fineguide.ai\/blog\/__trashed-19\/","title":{"rendered":"Create your first AI assistant in FineGuide"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>This guide walks through the first setup in a simple, practical way.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Before you start<\/h3>\n\n\n\n<p>Make sure you can sign in to FineGuide and that your account has permission to create assistants. If you do not see the <strong>Create Assistant<\/strong> button, ask an admin to enable access for your role.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Open the Assistants page<\/h3>\n\n\n\n<p>After signing in, open <strong>Assistants<\/strong> from the main navigation.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Click <strong>Create Assistant<\/strong> to begin.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Choose how you want to start<\/h3>\n\n\n\n<p>FineGuide gives you two ways to create an assistant.<\/p>\n\n\n\n<p><strong>Use a template<\/strong> if you want a guided setup with sensible defaults.<\/p>\n\n\n\n<p>Available starting points include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Website Support<\/strong> for answering questions on your website<\/li>\n\n\n\n<li><strong>Social Media Leads<\/strong> for capturing leads from social conversations<\/li>\n\n\n\n<li><strong>E-commerce Assistant<\/strong> for product questions, orders, and returns<\/li>\n\n\n\n<li><strong>Messaging Bot<\/strong> for platforms like Telegram, Slack, or Discord<\/li>\n<\/ul>\n\n\n\n<p><strong>Use Instant Assistant<\/strong> if you want the fastest possible setup and prefer to configure everything afterward.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"461\" src=\"https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-1024x461.png\" alt=\"\" class=\"wp-image-215\" srcset=\"https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-1024x461.png 1024w, https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-300x135.png 300w, https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-768x346.png 768w, https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-1536x692.png 1536w, https:\/\/fineguide.ai\/blog\/wp-content\/uploads\/2026\/05\/image-2048x922.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Set the assistant identity<\/h3>\n\n\n\n<p>Every assistant starts with a few basics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong><br>Give your assistant a clear, friendly name.<\/li>\n\n\n\n<li><strong>Company<\/strong><br>This helps the assistant understand which business it represents.<\/li>\n\n\n\n<li><strong>Welcome message<\/strong><br>This is the first message visitors will see, so keep it warm and helpful.<\/li>\n\n\n\n<li><strong>Avatar<\/strong><br>Pick an image that matches your brand or assistant personality.<\/li>\n<\/ul>\n\n\n\n<p>Once these fields are filled in, continue to create the assistant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Continue with the guided setup<\/h3>\n\n\n\n<p>If you chose a template, FineGuide may guide you through a few optional setup steps such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Instructions<\/strong> to define tone, behavior, and focus<\/li>\n\n\n\n<li><strong>Knowledge<\/strong> to add website pages or documents<\/li>\n\n\n\n<li><strong>Theme<\/strong> to match your brand colors<\/li>\n\n\n\n<li><strong>Install<\/strong> to place the assistant on your website<\/li>\n\n\n\n<li><strong>Connect Platform<\/strong> for messaging or social channels<\/li>\n\n\n\n<li><strong>Review<\/strong> to confirm everything before finishing<\/li>\n<\/ul>\n\n\n\n<p>You can skip optional steps and come back later. The goal is to help you launch quickly, not slow you down.<\/p>\n\n\n\n<p>If you chose <strong>Instant Assistant<\/strong>, you will go straight to the assistant after creation and can configure everything from there.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Review and test<\/h3>\n\n\n\n<p>After creation, open your assistant and check the essentials:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Is the name correct?<\/li>\n\n\n\n<li>Does the welcome message sound right?<\/li>\n\n\n\n<li>Does the avatar fit your brand?<\/li>\n\n\n\n<li>Is the assistant ready for the channel you want to use?<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What to do next<\/h3>\n\n\n\n<p>Once your first assistant exists, the next best steps are:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Add knowledge so it can answer real business questions.<\/li>\n\n\n\n<li>Refine the instructions so the tone matches your brand.<\/li>\n\n\n\n<li>Install it on your website or connect a messaging channel.<\/li>\n\n\n\n<li>Run a few real test conversations before going live.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>An AI assistant is your always-on digital teammate. It can answer customer questions, guide visitors, collect leads, and help your<\/p>\n","protected":false},"author":1,"featured_media":215,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_layout":"default_layout","footnotes":""},"categories":[7],"tags":[12,20],"class_list":["post-214","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tutorials","tag-ai-agent","tag-fineguide"],"_links":{"self":[{"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/posts\/214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/comments?post=214"}],"version-history":[{"count":7,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/posts\/214\/revisions"}],"predecessor-version":[{"id":223,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/posts\/214\/revisions\/223"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/media\/215"}],"wp:attachment":[{"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/media?parent=214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/categories?post=214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fineguide.ai\/blog\/wp-json\/wp\/v2\/tags?post=214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}