Set up your OpenAI Assistants

This topic provides step-by-step instructions on how to set up your OpenAI Assistant. There are many configurations, and you should choose the best options for your requirements.

1. Launch the OpenAI Website. (https://platform.openai.com/docs/overview)
2. On the left pane, click the Assistants tab.
3. Click Create to create a new assistant.
   Figure 1. Create Assistant
   

   

   
   
   Note: Refer to the OpenAI documentation for more details.
4. On 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.
   Instructions	Enter the instructions for your assistant.
   Model	Enter the GPT model for your assistant.
   Retrieval	Select the toggle ON to allow your assistant to look up the reference material provided. Only certain GPTs support this function.
   Files	Click Add to upload any files required for your assistant.

5. Under the Settings menu, click Billing to set up your billing details.
   Figure 2. Billing