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Create AI Assistant ​

Your AI Assistant (agent) is the core of how your business talks to customers. Each assistant runs on an AI model you choose and is configured for a specific purpose — sales, support, booking, reception, and more.

You can view all your assistants at Business → AI Assistants: 🔗 https://ainisa.com/business/agents

Each assistant card lets you Edit, Manage AI Actions, Start Chat, or Delete it.

Three Ways to Create an Assistant ​

When you start creating an assistant, you choose one of three paths:

OptionBest forWhat happens
Start from a template (Recommended)Getting live fastPick your industry and get a ready-to-work agent with pre-built actions in minutes.
Self SetupFull controlBuild and configure the agent manually, field by field.
Professional SetupHands-offOur team sets up your agent, knowledge base, booking flows, and everything else for you (paid service).

This guide covers all three. Self Setup configures every field yourself; templates come pre-filled and walk you through a short 3-step flow; Professional Setup is a paid done-for-you service.

Templates give you a ready-to-work agent for a specific industry, with pre-built actions, in minutes. Available templates include:

  • Restaurant Agent — answers menu questions, takes table reservations and food orders, captures guest contacts 24/7
  • Medical Clinic Agent — answers questions about services, doctors and prices, takes appointment requests and captures patient contacts 24/7
  • Dental Clinic Agent — answers questions about dental services and dentists, recommends the right specialist and takes appointment requests 24/7
  • Beauty Salon Agent — answers questions about beauty services and specialists, recommends the right treatment and takes appointment requests 24/7
  • Education Center Agent — answers questions about courses and teachers, recommends the right program and takes course registrations 24/7
  • Consulting Agent — answers questions about consulting services, recommends the right service and schedules consultations with calendar booking 24/7

The template flow has three steps, shown as tabs at the top: 1. Template → 2. Knowledge → 3. Connections.

Step 1 — Template ​

  1. Click the template card that matches your business.
  2. Fill in the required fields: Assistant Name and Business name.
  3. Optionally click Add more details to provide: short business description, address, phone number, email, website, working hours, and (for relevant templates) menu categories. The more you add, the better the agent performs.
  4. Click Create agent & continue.

Step 2 — Knowledge ​

Upload your knowledge base (documents the agent should answer from). If you don't have anything ready yet, you can skip this step and add knowledge later.

Step 3 — Connections ​

Connect the actions that belong to the template — for example reservation, lead generation, or booking. Add the ones you want; this is optional and you can configure actions later too.

Once done, your agent is live with sensible defaults, and you can still open it in Edit to fine-tune any field described in the Self Setup section below.

Option 2: Self Setup (Full Manual Control) ​

Self Setup gives you every configuration field directly, so you control the agent's model, behavior, and features.

💡 Need help while setting up? You can ask our chatbot at the bottom right of the screen any questions about configuration — it answers from this documentation, so you don't have to leave the page to get help.

Before You Start: Add Your Model ​

The Default Model dropdown only lists models you've already added. If the model you want isn't there, add it first under your provider (for example OpenAI): 🔗 https://ainisa.com/business/ais

Once added, it appears in the Default Model dropdown. There's also an Add other AI models here link right next to the field.

💡 Which model should you pick? It depends on how complex your agent is:

  • Mini / smaller models are enough — and cheaper — when the agent has a short system prompt and only 1–2 simple actions. Good for basic FAQ or lead-capture agents.
  • Full / larger models are recommended when the agent has a long system prompt, more than two actions, or complex actions. Smaller models are not advised in this case, because they struggle to follow long instructions and juggle many tools reliably.

If you're unsure, start with a smaller model and move up only if the agent starts making mistakes or missing steps.

Configuration Fields (Self Setup) ​

Assistant Name ​

The display name for your assistant.

Text for Starting Conversation ​

The first message the assistant sends when a chat begins.

Is Public? (Everyone Can Use) ​

Whether other users or businesses can access this assistant. Leave as No to keep it private to your business.

Default Model ​

The AI model that powers this assistant. Only models you've added appear here (see Add Your Model above).

Enable Reasoning (only for models that support it) ​

If the selected model supports reasoning, this field appears. When enabled, the model does additional reasoning before answering — this can improve accuracy on complex tasks, but may increase response time and cost.

Reasoning Effort (only for models that support it) ​

If the model supports adjustable reasoning effort, this select appears with Low, Medium, or High. Medium gives a balanced amount of reasoning for speed, quality, and cost.

Default Mode ​

Defines how the agent behaves by default. Options include Sales, Support, Booking, Receptionist, and others. For example, sales focuses on conversion, support focuses on issue resolution.

AI Pause Duration (min) ​

How many minutes the AI stays paused after a human team member joins a conversation, so the AI doesn't reply over the human.

Maximum Messages in Short-Term Memory ​

How many of the most recent messages the AI keeps as conversation history. A recommended starting range is 10–15.

Maximum Messages in Long-Term Memory ​

How many "important" messages (like the customer's name or preferences) the AI remembers over time until they're deleted. 0 means nothing is remembered long-term.

Available Tools ​

Which tools this assistant can use — for example actions, integrations, or API triggers.

Creativity ​

Controls how creative vs. precise the AI is. A low number is more precise and accurate; a high number is more creative but less consistent. Keep it at 1 for a balance.

Description ​

A short summary of what the assistant does. Appears in lists and dashboards.

System Prompt ​

The assistant's personality and base instructions — its tone, role, and behavior. For example: "You are a helpful assistant specialized in HR and recruitment."

AI Can Create Task ​

When enabled, the AI can create one-time, daily, weekly, and monthly tasks for reminders, recurring work, and scheduled automations. For example, the AI can remind a customer about an appointment, write a daily blog post, or send a weekly sales report.

Two conditions apply:

See the Tasks section below for how it works end to end.

Sales Follow-up ​

Follow-up lets the assistant automatically re-engage a customer who goes quiet. For example: the AI sends a price, but the customer doesn't reply within a short window — the AI then sends a follow-up message to nudge them.

To set it up:

  1. Enable Follow-up — set to Yes.
  2. Follow-up Type — choose the context: General, Price / Sales, Booking / Reservation, Delivery / Shipping, or Support / Help.
  3. Delay (seconds) — how long to wait before sending the follow-up (30–180 seconds).
  4. Follow-up Templates — write one or more messages (for example, "Would you like to receive the price?"). Add up to 10 templates; the AI picks one at random each time. Use Add Template to add more, or the trash icon to remove one.

Tasks (AI Creating Scheduled Actions) ​

When AI Can Create Task is enabled on the assistant, the AI can schedule work on the customer's behalf. For example, a customer says "send me the price tomorrow" or "remind me at 6 PM today" — the AI creates a task and acts on it when the time comes.

Configure this under Task Settings: 🔗 https://ainisa.com/business/tasks/settings

  • Maximum active tasks — cap on how many tasks can be active at once.
  • AI can notify customers — must be on for the AI to message customers when a task runs.
  • Notification channels — add a channel (for example Telegram) so you're notified. For Telegram you provide a Bot token and Chat ID. (Tip: to find your chat ID, message @userinfobot on Telegram, or send /start to your bot and check the ID.)

Remember: task features work only for businesses on a paid subscription.

Option 3: Professional Setup (Done-For-You) ​

If you'd rather have the Ainisa team set everything up, choose Professional Setup and buy a package.

How It Works ​

After you purchase a package, the process runs like this:

  1. Online consultation — we schedule an online meeting with you to understand your business, your services and processes, and exactly what you want the agent to do.
  2. Knowledge base preparation — based on that conversation, we prepare the documents your agent will answer from (the RAG knowledge base).
  3. Agent creation — we build and configure your AI agent according to your requirements.
  4. Testing — we test the agent end to end to make sure it behaves correctly.
  5. Channel connection — we connect the agent to the channels you need (website widget, WhatsApp, Telegram, and others depending on your package).

Delivery time depends on the package (from 1–3 up to 1–7 business days). The packages differ in scope:

Starter Package — 199 USD ​

Launch your first AI agent with a website widget, knowledge base, and one business action. Launched within 1–3 business days. Includes: AI agent configuration, knowledge base setup, website widget installation, prompt optimization, one basic action (Lead Capture, Contact Request, Reservation Request, Callback Request, or Simple Booking), and testing/launch. Best for: restaurants, small businesses, service providers, FAQ and lead-generation use cases.

Business Package — 399 USD ​

Launch your AI agent across multiple channels with lead qualification, human handoff, and business automation. Launched within 1–5 business days. Includes everything in Starter plus: WhatsApp integration, Telegram integration, human handoff setup, multiple lead-generation actions, and lead-qualification flows. Best for: clinics, beauty salons, education centers, tourism agencies, service businesses.

Advanced Package — 799 USD ​

A complete, tailored AI agent implementation with advanced workflows, integrations, and launch support. Launched within 1–7 business days. Includes everything in Business plus: booking system integration, product catalog integration, advanced lead qualification, custom business workflows, multiple AI actions, a team onboarding session, and launch assistance. Best for: e-commerce businesses, large clinics, tourism companies, and businesses with complex or custom workflows.

To browse and buy, open Professional Setup → View Setup Packages on the Create Assistant screen and click Buy on the package you want.

Saving ​

Click Save at the bottom to create the assistant. It's then ready to use on your website widget or through any connected integration. Use Back to return without saving.

Quick Steps ​

  1. Go to Business → AI Assistants and start creating.
  2. Choose template, Self Setup, or Professional Setup.
  3. (Self Setup) Make sure your model is added under Business → AIs.
  4. Fill in the fields — name, model, mode, memory, system prompt, and any optional features (reasoning, follow-up, tasks).
  5. Click Save.

Notes ​

  • You can create multiple assistants, each with its own model, mode, and behavior.
  • Reasoning fields only appear for models that support reasoning — don't worry if you don't see them.
  • Task and follow-up automation are most useful for sales and booking agents.
  • Use clear names and system prompts to keep your assistants organized.