Personalized Assistants

Transform DarcyIQ Chat into specialized AI experts tailored to your specific roles, workflows, and business needs. Create custom versions of Darcy with unique instructions, knowledge, and behaviors that provide consistent, role-specific expertise across your entire team.

Your AI, Your Way: Build a "Sales Assistant" that knows your products, a "Technical Assistant" that understands your architecture, or a "Project Assistant" that follows your methodologies.

Create specialized AI assistants for every role in your organization

Overview

Personalized Assistants elevate DarcyIQ from a general-purpose AI to a collection of specialized experts, each optimized for specific tasks and roles within your organization.

Feature	Capability	Business Value
Custom Instructions	Define specific behaviors and response styles	Consistent, role-appropriate interactions
Specialized Knowledge	Dedicated knowledge bases per assistant	Deep expertise in specific domains
Persistent Context	Conversations that remember preferences	Reduced repetition, faster results
Team Sharing	Deploy assistants across your organization	Standardized expertise for all users
Pre-built Templates	Ready-to-use specialized assistants	Immediate value without configuration

Pre-Built Assistants

DarcyIQ launches with two powerful pre-configured assistants:

Presales Solution Architect

Purpose: Deep understanding of Innovative Solutions' processes and content format requirements

Capability	Description	Use Case
Proposal Excellence	Knows your proposal formats and win themes	Generate winning proposals faster
Technical Depth	Understands cloud architectures and best practices	Create accurate solution designs
Compliance Knowledge	Aware of industry standards and requirements	Ensure deliverables meet standards
Customer Focus	Trained on successful engagement patterns	Improve win rates

Deep Researcher

Purpose: Comprehensive analysis that rivals Perplexity's capabilities

Capability	Description	Use Case
Multi-Source Analysis	Aggregates information from diverse sources	Complete market intelligence
Fact Verification	Cross-references claims for accuracy	Reliable research outputs
Structured Insights	Organizes findings in actionable formats	Executive-ready briefings
Competitive Intelligence	Deep competitive analysis capabilities	Strategic positioning

Creating Custom Assistants

Assistant Configuration

Build your perfect AI assistant with these customizable components:

1

Define the Role Specify the assistant's purpose, expertise area, and primary objectives.

2

Set Instructions Provide detailed behavioral guidelines, response formats, and communication style.

3

Add Knowledge Upload documents, guides, and resources specific to the assistant's domain.

4

Configure Behaviors Set preferences for formality, detail level, and interaction patterns.

5

Test and Deploy Validate assistant performance and share with your team.

Configuration Options

Setting	Options	Impact
Personality	Professional, Friendly, Technical, Casual	Determines communication style
Expertise Level	Beginner, Intermediate, Expert	Controls depth of responses
Response Format	Brief, Detailed, Structured, Conversational	Shapes output structure
Knowledge Access	Specific knowledge bases, integrations	Defines information sources
Tool Permissions	Which tools the assistant can use	Controls capabilities

Example Configurations

Sales Development Assistant

Role: "B2B Sales Development Representative"
Instructions: 
  - Focus on identifying pain points and business value
  - Use consultative selling approach
  - Always capture next steps and follow-up actions
  - Reference relevant case studies when appropriate
Knowledge: 
  - Product documentation
  - Sales playbooks
  - Customer success stories
  - Competitive battlecards
Behaviors:
  - Friendly but professional tone
  - Action-oriented responses
  - Emphasis on ROI and business outcomes

Technical Documentation Assistant

Role: "Technical Documentation Specialist"
Instructions:
  - Write clear, concise technical content
  - Follow company style guide
  - Include code examples when relevant
  - Maintain consistent terminology
Knowledge:
  - API documentation
  - Architecture standards
  - Code repositories
  - Technical glossary
Behaviors:
  - Precise, technical language
  - Structured format with headers
  - Comprehensive coverage of topics

Advanced Features

Persistent Conversations

Unlike standard chat, Assistant conversations maintain context across sessions:

Feature	Benefit	Example
Memory Retention	Remembers previous discussions	"As we discussed last week..."
Preference Learning	Adapts to your working style	Knows your preferred formats
Project Continuity	Tracks ongoing initiatives	Maintains project context
Relationship Building	Develops understanding over time	Improves recommendations

Knowledge Management

Each assistant can access multiple knowledge sources:

Source Type	Description	Configuration
Dedicated Knowledge Base	Assistant-specific documents	Upload during creation
Organizational Knowledge	Shared company resources	Grant access permissions
Project Knowledge	Access to specific projects	Link to relevant projects
External Integrations	Third-party data sources	Configure API access
Web Access	Internet search capabilities	Enable/disable per assistant

Team Collaboration

Share assistants across your organization for consistent expertise:

Sharing Level	Access	Use Case
Personal	Only you can access	Personal productivity
Team	Specific team members	Department-specific needs
Organization	All users in company	Company-wide standards
Public	Anyone with link	External collaboration

Use Cases by Role

Executive Leadership

• Strategic Advisor: Market analysis, competitive intelligence, board prep

• Communications Expert: Executive communications, investor relations

• Decision Support: Data-driven insights, scenario analysis

Sales & Marketing

• Proposal Writer: RFP responses, custom proposals, SOWs

• Campaign Creator: Marketing content, social media, email campaigns

• Lead Qualifier: Prospect research, qualification criteria, outreach

Technical Teams

• Code Reviewer: Code analysis, best practices, security checks

• Architecture Consultant: System design, technology selection, scaling

• DevOps Assistant: Deployment strategies, monitoring, automation

Customer Success

• Support Specialist: Ticket resolution, knowledge base, escalation

• Onboarding Guide: Customer training, implementation planning

• Account Manager: Renewal strategies, upsell opportunities, QBRs

Project Management

• Project Coordinator: Task tracking, resource planning, risk assessment

• Agile Coach: Sprint planning, retrospectives, team dynamics

• Program Manager: Portfolio oversight, dependency management

Best Practices

Designing Effective Assistants

1. Clear Purpose: Define a specific role and set of responsibilities

2. Comprehensive Instructions: Provide detailed guidelines for edge cases

3. Quality Knowledge: Curate high-quality, relevant knowledge sources

4. Regular Updates: Refresh instructions and knowledge as needs evolve

5. User Feedback: Iterate based on team usage and feedback

Instruction Writing Tips

Principle	Implementation	Example
Be Specific	Avoid vague directions	"Always include 3 supporting data points" not "Be thorough"
Set Boundaries	Define what NOT to do	"Never provide legal advice"
Format Standards	Specify output structure	"Use bullet points for lists over 3 items"
Tone Guidelines	Define communication style	"Professional but approachable, avoid jargon"
Quality Checks	Build in verification	"Always cite sources for statistics"

Knowledge Curation

• Document Quality: Only include accurate, up-to-date materials

• Organization: Structure documents logically for easy retrieval

• Versioning: Maintain current versions, archive outdated content

• Relevance: Focus on domain-specific materials

• Accessibility: Ensure documents are properly formatted for AI processing

Managing Multiple Assistants

Assistant Library

Organize your assistants effectively:

Organization Method	Description	Best For
By Department	Sales, Marketing, Engineering, etc.	Large organizations
By Function	Writing, Analysis, Planning, etc.	Cross-functional teams
By Project	Client-specific assistants	Consulting firms
By Expertise	Technical, Business, Creative, etc.	Diverse skill needs

Switching Between Assistants

• Quick Switch: Toggle between assistants with dropdown menu

• Context Preservation: Each assistant maintains its own conversation history

• Comparison Mode: Run same query across multiple assistants

• Assistant Recommendations: AI suggests best assistant for your query

Integration with Other Features

Project Integration

• Link assistants to specific projects

• Access project knowledge bases

• Maintain project-specific context

Workflow Integration

• Use assistants as agents in workflows

• Leverage specialized knowledge for automation

• Consistent processing across workflow runs

Meeting Integration

• Assistant-guided meeting preparation

• Specialized meeting summaries

• Role-specific action item extraction

Measuring Success

Track assistant effectiveness with built-in analytics:

Metric	Description	Optimization
Usage Frequency	How often each assistant is used	Identify most valuable assistants
Response Quality	User ratings and feedback	Improve instructions and knowledge
Time Savings	Efficiency gains per task	Quantify ROI
Error Rates	Incorrect or unsatisfactory responses	Refine configuration
Adoption Rate	Team members using assistants	Drive organizational change

Coming Soon

• Assistant Marketplace: Share and discover assistants from the community

• Advanced Training: Fine-tune assistants with your data

• Multi-Modal Capabilities: Voice and image processing

• Workflow Automation: Assistants that proactively complete tasks

• Performance Analytics: Detailed insights into assistant effectiveness

Pro Tip: Start with one well-defined assistant for your most common use case. Once you see the value, expand to cover other roles and workflows.