Assistants
Build AI assistants for your team. Create custom AI teammates that automate business processes and work consistently.
Assistants are your customizable AI teammates inside MomentumAI. They follow your instructions, use your files, and act with your tone – so you don't have to start from scratch every time. Each assistant has a clear purpose, remembers its role, and can use built-in tools like the Code Interpreter or Web Search to complete tasks.
When to Use Assistants
Use Assistants whenever you want MomentumAI to remember context, follow rules, or automate repeatable work.
They're ideal for:
- Routine tasks: Drafting reports, summarizing documents, preparing updates
- Structured workflows: Following multi-step processes consistently
- Team consistency: Ensuring everyone gets the same tone and quality
- Specialized expertise: Uploading knowledge files or templates so the assistant acts as an in-house expert
Explore the Assistant Marketplace
Before building your own, explore the Assistant Marketplace – a library of prebuilt assistants created by your team and the community.
Open the Marketplace
Click the Assistants tab in the sidebar and select Marketplace.
Browse or Search
Use filters or the search bar to find assistants by category or purpose.
Try an Assistant
Click Use Assistant to start a chat and see how it works.
Build Your Own Assistant
Creating your own assistant is simple – no coding required.
Start a New Assistant
Click ➕ Create Assistant in the top-right corner of the Assistants view.
Add Basic Details
Give your assistant a clear name and description so teammates can recognize it.
Write the Instructions
Describe what your assistant should do, how it should behave, and what tone it should use – just like briefing a colleague.
Add Knowledge
Upload any files your assistant should always remember and use – like templates, guidelines, or product docs. These files stay attached to your assistant permanently, so you don't need to re-upload them in every conversation.
Enable Capabilities
Turn on extra tools like Code Interpreter or Web Search to expand what your assistant can do.
Tip: Start simple. You can always refine your assistant's instructions later.
Add Conversation Starters
Make your assistant easy to use by adding pre-filled prompts that appear when someone opens it:
- "Summarize this project plan and identify blockers."
- "Write a client proposal in our brand tone."
- "Analyze this CSV and highlight key insights."
Managing & Sharing Assistants
Edit or Delete
Go to Assistants → Manage to edit instructions, update files, or delete outdated versions.
Share With Teammates
Click Share to choose between Private, Team, or Organization visibility.
Stay Secure
All assistants and files are stored on EU-based servers – fully compliant and never used to train public models.
Examples
- Marketing: "Draft product update posts for each channel."
- Project Management: "Summarize weekly reports into an email."
- Finance: "Validate this Excel data and flag inconsistencies."
- Architecture: "Generate meeting summaries grouped by topic."
For more examples tailored to your industry, see Use Cases.