Assistants are the personalities and identities that power communication, scheduling, task execution, and automation within OpenAssistant.
Every action performed by OpenAssistant is handled through an assistant. You can use one of the built-in System Assistants or create your own Custom Assistant with a unique identity, personality, communication style, and email address.
To access Assistants, navigate to: app.openassistant.us/assistants
System Assistants
OpenAssistant includes a collection of preconfigured System Assistants that are ready to use immediately. Each System Assistant comes with a predefined:
Name
Email address
Personality
Communication style
Signature
Avatar
System Assistants require no additional identity setup and are the fastest way to start using OpenAssistant.
When to use a System Assistant
Choose a System Assistant if:
You want to get started immediately
You don't need custom branding
A preconfigured identity and communication style work for you
You don't need the assistant to use an email address on your organization's domain
Custom Assistants
Custom Assistants let you create an assistant with its own identity and customize how OpenAssistant represents you, your team, or your organization.
When creating a Custom Assistant, you can customize:
Assistant name
Avatar
Personality
External communication style
Internal communication style
Email signature
Backstory and context
Email address
When to use a Custom Assistant
Create a Custom Assistant if:
You want a unique identity or personality
You want an assistant designed for a specific role or responsibility
You want to control how the assistant communicates internally and externally
You want your own branding
You want the assistant to use an email address on your organization's domain
For step-by-step instructions, see Setting Up a Custom Assistant.
Assistant Email Addresses
Every assistant has an email address that allows it to send and receive messages.
System Assistants use their existing OpenAssistant email addresses. For a Custom Assistant, you can choose between two options.
OpenAssistant-Hosted Email
OpenAssistant can provide your Custom Assistant with its own @openassistant.us email address.
No additional email setup is required, making this the simplest way to create an assistant with its own identity.
Your Company's Email
You can also connect a Custom Assistant to a dedicated email inbox on your organization's domain, such as:
This allows your assistant to communicate using your organization's domain and branding.
Company inboxes must be dedicated to the assistant and meet OpenAssistant's connection requirements.
See Setting Up a Custom Assistant for requirements and setup instructions.
Personality and Communication Style
Custom Assistants give you more control over how your assistant communicates and represents you.
External Communication Style
External communication style controls how your assistant communicates with customers, prospects, vendors, partners, and other external contacts.
You can specify things like tone, level of formality, message length, formatting, and how the assistant should handle requests and next steps.
Internal Communication Style
Internal communication style controls how your assistant communicates with you and your team.
For example, you might want polished and professional external messages while keeping internal communication shorter and more direct.
Personality
Personality describes how you want the assistant to behave more generally.
Specific instructions tend to work better than broad descriptions.
Instead of:
Be professional and friendly.
You might write:
For external messages, lead with the decision or next step, use short paragraphs, avoid slang, and close with a clear action. For internal messages, be concise and use bullets when there are multiple action items.
Backstory and Context
You can also provide background information that helps your assistant understand its role and represent you or your organization more consistently. This might include:
Its role and responsibilities
Information about your company
Important terminology
How it should describe its role
Relevant working or communication preferences
Assistant Avatars
Each assistant has an avatar that helps distinguish it throughout OpenAssistant.
Custom Assistants can use an uploaded image, a generated avatar, or a default avatar.
Assistant Signatures
Each assistant can have an email signature that is automatically applied to messages it sends. Custom Assistant signatures can include information such as:
Assistant name
Role or job title
Company name
Contact information
Scheduling links
Company branding
Legal or AI disclaimers
Choosing the Right Assistant
Use a System Assistant if you want to start immediately and don't need to customize its identity.
Use a Custom Assistant if you want control over the assistant's name, personality, communication style, branding, or email identity.
Both System and Custom Assistants can perform work across OpenAssistant. The main difference is how much control you have over the assistant's identity and how it represents you.
Managing Assistants
You can view and manage your assistants from the Assistants section of OpenAssistant.
Custom Assistants can be updated as your needs change. Changes to identity, personality, communication style, and signatures apply to future work and communications handled by that assistant.
For instructions on creating and configuring one, see Setting Up a Custom Assistant.


