Custom Assistants in AI Studio for HubSpot provide a flexible and efficient way to create AI-driven tools tailored to your organization’s unique needs. These assistants can replicate the functionality of ChatGPT’s CustomGPT by leveraging AI Studio’s “Send to AI” workflow actions and integration capabilities.
What Are Custom Assistants?
Custom Assistants are personalized AI configurations you can create in AI Studio. They process CRM data, analyze uploaded documents, and provide actionable insights. Using the OpenAI Assistant API, these assistants are designed to function similarly to CustomGPTs, allowing you to integrate tailored AI workflows directly within HubSpot.
Can I Use a Pre-trained ChatGPT Custom Bot with AI Studio?
Currently, AI Studio does not allow direct integration with pre-trained ChatGPT CustomGPTs, as OpenAI does not provide an API for this functionality. However, you can recreate a similar experience by building your own Custom Assistant in AI Studio. Our Custom Assistants use same OpenAI technology (Assistants API) that powers CustomGPTs in ChatGPT.
How to Create a Custom Assistant in AI Studio
Follow these steps to build a Custom Assistant:
1. Access the Assistant Management Panel
•Open the AI Studio Assistant List.
2. Create a New Assistant
•Click on “Create New Assistant” to start.
•You will see two primary fields:
•Instructions Field: Similar to the instructions field in CustomGPT, this is where you define the behavior of your assistant. Copy/paste the instructions you used in CustomGPT.
•Knowledge Base/Files: Upload relevant documents or files to provide the assistant with the knowledge it needs to perform its tasks. This is similar to the “Knowledge” section in ChatGPT.
3. Save and Integrate
•After editing and saving the assistant, navigate to HubSpot workflows.
•Use the “Send to AI” workflow action.
•From the AI Model dropdown, select Custom Assistant.
•In the Assistant field, choose the Custom Assistant you just created.
4. Include Properties and Attachments (Optional)
You can include CRM properties or file attachments in prompts to customize the assistant’s output further.
Before setting up workflow action you can test your custom Assistant in Playground. Open AI Studio Playground, choose AI Model: AI Assistant and you'll see a dropdown with the list of Custom Assistants you've set. Now you can test your prompts. If necessary get back to Assistants setup screen and adjust the instructions, upload more documents.