CODEXIS AI

Assistants

An assistant is an AI helper focused on one area, with its own instructions, model and jurisdiction. You create it by describing it in plain language and edit it in a form or with AI.

An assistant is an AI helper focused on one area. It has its own instructions, model, jurisdiction and tools, and keeps this configuration in every later chat. On this page you create an assistant, start a conversation with it and edit it. You find assistants in the Assistants section of the left panel.

Assistant overview

At the top of the Assistants page is a field for creating a new assistant, and below it the list of assistants available to you. Each one shows its name and a short description. Click a card to open a conversation with the assistant. The ⋮ menu on the right of the card offers Edit and Delete assistant.

The Assistants page with the new assistant field and the list of assistants
The Assistants page with the new assistant field and the list of assistants

In a new conversation you pick an assistant with the Assistants tile below the input field.

Creating an assistant

  1. On the Assistants page, describe the assistant's role, tone and focus in the Describe the assistant field. For example:

    Create an assistant called contract-reviewer. It reviews draft contracts under Czech law, finds risky and unbalanced clauses, points out missing standard provisions and adds a reference to the statute wherever something is disputable. It answers briefly in bullet points and always proposes a specific change.

  2. Choose the model and jurisdiction in the toolbar below the field. Both stay the assistant's default configuration.

  3. Send the request. CODEXIS AI builds the assistant's name, description, instructions and tools from your description, and the assistant appears in the list.

The more specifically you describe the role, the procedure and the style of answers, the more precisely the assistant works. Anything that does not fit you can fine-tune later when editing the assistant.

Conversation with an assistant

Click a card to open a conversation with the assistant. Below its name you see the description and a Message field with the assistant's name, where you enter the task. The assistant answers according to its instructions, model and jurisdiction.

Editing an assistant

On the Assistants page, open the ⋮ menu next to the assistant and choose Edit.

The ⋮ menu next to an assistant with the Edit and Delete assistant options
The ⋮ menu next to an assistant with the Edit and Delete assistant options

In the Edit assistant form you change the Name, the Short description for you shown on the assistant card, the Description for the AI and the Instructions. In the toolbar below the instructions you set the model, jurisdiction and skills. Under Advanced settings you limit Max Turns and choose the Tools the assistant may use and the Disallowed tools. Confirm the changes with Save.

The Edit assistant form with the name, descriptions and instructions
The Edit assistant form with the name, descriptions and instructions

You can also edit an assistant straight from its conversation. Open the Options menu in the top right:

  • Edit with AI puts the message "Edit your configuration:" into the field. Add what should change and send the message.
  • Edit manually opens the Edit assistant form.
  • Delete assistant removes the assistant.
The Options menu in a conversation with an assistant
The Options menu in a conversation with an assistant

Next steps

The difference between Chat and Agent mode is described in the Conversation chapter. The procedures and tools an assistant uses are in the Skills chapter.