Create your first assistant

This guide walks you through creating your first AI assistant in ChatHQ.

When you create your first assistant

• First login — If this is your first time, you go through onboarding. After you set up your workspace (name, branding, etc.), you are automatically taken to the flow for creating your first assistant. You can complete it in one go.
• Returning to the app — If you closed the app before finishing assistant creation, your next login takes you to the platform (your workspace dashboard). From there you can create your first assistant in the workspace you already have, or create a + New Workspace and then create an assistant in that workspace.

Prerequisites

• A ChatHQ workspace (from onboarding or + New Workspace)
• Access to the Assistants section

Steps

1. Go to Assistants in the sidebar and click + New Assistant.
2. Give your assistant a name and optional description (e.g. "Website Helper", "Sales Assistant").
3. Set the model (e.g. GPT-4o) and tone (e.g. Professional).
4. Configure instructions (how the assistant should behave).
5. Add knowledge sources (documents, URLs, or FAQs).
6. Publish and connect via Widget or API.

Knowledge source processing

After you upload documents or add knowledge sources, we process them in the background. This usually completes within 5 minutes. You will receive a notification when processing is done. Until then, your assistant may not have full access to the new content.

Next steps

• Instructions & behavior
• Knowledge base