---
url: https://docs.corbitaltech.dev/products/whatsbot/personal-ai-assistant.md
description: >-
  Build a personal AI assistant in WhatsBot for Perfex CRM by uploading your
  business files (PDFs, CSVs, FAQs). The AI answers WhatsApp queries from your
  own document content — perfect for product support, knowledge base, and
  onboarding.
---

# **New Personal Assistant Setup**

\[\[toc]]

## **Overview**

The New Personal Assistant setup interface allows you to create a customized AI-powered assistant by uploading files for analysis. This guide will walk you through the process of setting up your personal assistant.

![ai-assistant-setup](./images/ai/personal-assistant.png)

## **Interface Components**

![ai-file-upload](./images/ai/personal-assitant-left-panel.png)

### Left Panel

* **Assistant Name**: Enter a unique name for your personal AI assistant. This name will help you easily identify and manage different assistants.
* **Assistant Description**: Provide a brief description of the assistant’s purpose, such as its role, use case, or the type of tasks it will handle.
* **System Instructions**: Define how the assistant should behave. You can include guidelines, responsibilities, tone of communication, and specific rules the assistant must follow while responding.
* **AI Model**: Select the AI model for your assistant. Different models may vary in performance, speed, and cost.
* **Temperature**: Adjust the creativity level of the assistant’s responses.
  Lower values (e.g., 0.2–0.5) → More accurate and consistent responses
  Higher values (e.g., 0.7–1.0) → More creative and varied responses
* **Upload Files for AI Analysis (required)**: Upload relevant files such as PDFs, documents, or text files. The assistant will use this data to provide more accurate and context-aware responses.

### Right Panel

* File Upload Guidelines

  : This section provides essential information for successful file uploads, including:

  * **Supported File Formats**: A list of acceptable file types.

  * **What to Avoid**: Ensure documents are text-based (not image-based) and use OCR for scanned PDFs. Avoid junk characters and keep file sizes reasonable for optimal performance.

  * **File Naming**: Use only alphanumeric characters and underscores in filenames (e.g., document_name.pdf)

  * **Best Practices**: Structure text with clear headings and paragraphs, and ensure files are encoded in UTF-8.

![ai-assistant-guide](./images/ai/assistant-file-guideline.png)

## **Tips for Uploading Files**

* Verify that your file type is supported by checking the **Supported File Formats** section.
* Follow the **File Naming** conventions to avoid issues.
* Use clear headings and paragraphs in your documents for better analysis.
* Ensure that text files are encoded in UTF-8 to prevent encoding problems.

## **Step-by-Step Setup Guide**

1. **Enter Assistant Name**: Input a name for your personal assistant in the provided text field.
2. **Prepare Files**: Follow the **File Upload Guidelines** to prepare your files for upload.
3. **Upload Files**: Click the **Upload** area to select and upload your files.
4. **Save Setup**: Once everything is set, hit **Save** to finalize the setup.

## **Example Use Case**

To set up a personal assistant for customer support, you can upload files containing:

* Product information
* FAQs
* Customer interaction scripts

By following the guidelines and best practices outlined in this documentation, you can effectively use AI analysis to create a personalized assistant that meets your specific needs.

## **Troubleshooting**

If you encounter any issues during the setup process, refer to the **File Upload Guidelines** section for troubleshooting tips.