Set up your OpenAI Assistant
- Go to the OpenAI Platform. (https://platform.openai.com/)
- Click Login to log in to the OpenAI Platform with your valid account credentials.
The OpenAI Platform Dashboard is displayed.
From the top-right corner, select your profile icon.
Click Settings.
In the left navigation pane, select Billing.
In the Billing page, click Add payment details.
- Enter the required payment details.
Card number
Expiry date
CVV
Billing address
Save the payment method.
Under Billing overview, review your current plan.
Upgrade from Free to Pay-as-you-go as required.
Confirm the billing agreement to enable paid usage.
- From the Dashboard, click Assistants section in the left navigation pane.
- Click + Create to create a new assistant.
The Create Assistant screen is displayed.
- In the Create Assistant screen, enter the following details in the respective fields. For more information, refer to the field description table.
Table 1. Create Assistant – Field Description Field Description Name
Enter the name of your assistant.
System instructions
Enter the instructions for your assistant.
Model
Select a GPT model from the dropdown list.
File Search
Select the toggle ON to upload files as knowledge sources that the assistant can reference when answering questions.
Click + Add to upload any files required for your assistant.
Code Interpreter
Select the toggle ON to allow the assistant to write and run Python code for tasks like data analysis or math.
Function
Click + Functions to allow the assistant to call custom functions or interact with external APIs.
Response Format
Select the response format from the drop-down list.
- Click Save to save your changes.
The new assistant is created and assigned a unique ID.