Create Your First AI Assistant

Ready to create your AI assistant? This guide will walk you through the setup process step-by-step.

New to AI Assistants?

If you want to understand what AI Assistants are and their capabilities before creating one, read the AI Assistant Overview first.

Creating Your AI Assistant

Follow these steps to create your AI Assistant:

1. Navigate to AI Assistant Setup from sidebar or click on + icon infront of AI Assistant in sidebar.
2. Click Setup AI Assistant button

3. You'll be taken to the Agent Setup Wizard

tip

You can also access the agent creation wizard from the chat interface by clicking on the AI Assistants selector and choosing "Add Assistant".

Step 1: Environment Selection and Configuration

Configure your AI Assistant's environment, connectors, MCPs & Knowledge Base in this step:

1.1: Assistant Name and Description

• Name – Give your assistant a descriptive name (e.g. “Production Infrastructure Assistant”, “Dev Environment Assistant”) so you can identify it when you have multiple assistants.
• Description – Optionally add a short description of what this assistant is for (e.g. scope, team, or environment). The name and description can be changed later if needed.

1.2: Environment Type Selection

Select one of the following environment types for the AI Assistant. Each assistant should be tied to a single environment type.

• Chat Only Mode (Q&A) - For assistants that work without connecting any environment; the assistant responds using its general knowledge
• On-Premise Infrastructure & Devices - For physical servers, local infrastructure, and on-premise devices
• IBM Cloud VPC - For IBM Cloud Virtual Private Cloud infrastructure
• VMware Cloud - For VMware-based virtualized infrastructure and vCenter-managed environments
• IBM Cloud Classic - For IBM Cloud Classic infrastructure deployments
• GCP Cloud - For Google Cloud Platform infrastructure
• MCP Only Mode - For assistants that work exclusively with Model Context Protocols (MCPs) without direct cloud connections
• AWS Infrastructure (Coming Soon) - For Amazon Web Services infrastructure; not yet available for selection

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Choose environment type carefully—you cannot change it after the assistant is created. If you need a different environment later, create a new assistant.

1.3: Attach Connectors

a. View Existing Connectors:

• If you have connectors already set up, they will be listed
• Attach one connector per assistant: select the connector that matches the assistant’s environment

b. Add New Connectors (if needed):

• If you don't have connectors yet, click Add Connector
• Follow the connector setup wizard to configure your first connector
• See Connector Setup Guide for detailed instructions

c. Select Connector:

• Select the single connector from the list to attach to the assistant
• Each assistant is tied to one connector for a clear, focused context

tip

Need help setting up connectors? Learn more about connecting your environment and configuring connectors for your infrastructure.

1.4: Attach MCPs

MCP Requirements:

• On-Premise and IBM Cloud VPC: MCPs are optional but recommended for enhanced capabilities
• MCP Only Mode: MCPs are mandatory - you must attach at least one MCP

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MCP Only Mode uses external MCPs (Model Context Protocols) for context and data sources. You must attach at least one MCP to proceed—the assistant relies on these integrations in this mode.

a. View Available MCPs:

• See a list of available MCPs ( CloudWatch, SolarWinds etc.)
• Each MCP shows its capabilities and status

b. Add New MCPs (if needed):

• Click Configure MCP to set up a new MCP
• Follow the MCP configuration wizard
• See MCP Setup Guide for detailed instructions on configuring MCPs

c. Select MCPs:

• Select the MCPs from the list you want to attach to assistant
• You can attach multiple MCPs for comprehensive observability
• Review each MCP's capabilities to ensure it meets your needs

tip

Learn more about MCPs and their capabilities to understand which MCPs best fit your infrastructure monitoring needs.

5. Click Next to proceed to capability configuration

1.5: Add Knowledge Base (Optional)

Upload or select documents to enhance your AI assistant's knowledge. Documents in the knowledge base help the assistant provide more accurate and context-aware responses

a. View Available Documents

All the previously uploaded documents will be displayed in the Available Documents table

b. Upload New Documents

• Click the Upload Document button.
• Select the document to be uploaded from your device.
• The Upload Document modal opens showing 2 fields i-e document name & category.
• Select a Category from the dropdown to help the AI assistant better understand the document's context.
• Click on Upload button.

c. Link Documents to Assistant

• Check the box next to each document you want to link to this assistant.
• All the documents with the Selected indicator will be linked to your ai assistant.

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Only the documents you select here will be available to this specific AI assistant. Other documents in the Knowledge Base remain available for selection in other assistants but are not accessible to this one unless explicitly linked.

Step 2: Capability Configuration

Configure what your assistant can do. Available capabilities depend on the environment type you selected:

For On-Premise Infrastructure and Devices

You can enable these capabilities:

1. Intelligent Troubleshooting

   • Diagnoses and resolves on-premises infrastructure and device issues
   • Provides SSH access for remote diagnostics and remediation
   • Performs root cause analysis and guided remediation
   • Required Tool: SSH Manager

2. Resource Monitoring

   • Monitors on-premises infrastructure and devices
   • Tracks performance metrics, resource utilization, and health status
   • Connects to monitoring tools
   • Supported Tools: Prometheus, Zabbix

3. Kubernetes Management
   • Manage standalone Kubernetes clusters
   • Monitor cluster health and resource usage
   • Analyze pod and node performance
   • Configure and troubleshoot Kubernetes resources

For IBM Cloud VPC

You get the same capabilities as on-premise—Intelligent Troubleshooting, Resource monitoring and Kubernetes management—plus two additional capabilities:

• Log Analysis – Process and analyze logs from your VPC and connected sources (e.g. system, application, and security logs). The assistant can search logs, spot errors and patterns, and help with troubleshooting and compliance.

• Backup & Restor - Create on-demand backups, restores, and migrations for your Virtual Machines.

You can enable any of these in the capability configuration step.

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The Backup & Restore capability is only available in Custom plan

For VMware & GCP

For VMware and GCP environment, only Intelligent Troubleshooting capability can be enabled.

For MCP Only Mode & IBM Cloud Classic

Capabilities for MCP Only Mode and IBM Cloud Classic are coming soon.

Configuring Capabilities

• Select the capabilities you want to enable
• Review the requirements for each capability (some may require specific connectors or MCPs)
• Start with essential capabilities and add more later

Click Next to continue to autonomous tasks configuration

Want to Supercharge Your Assistant?

Your AI Assistant is ready to go! You can optionally set up:

• Autonomous Tasks - Let your assistant automatically perform tasks on your behalf based on predefined rules
• Alert Notifications - Get notified via email and Slack when important events occur

These features are completely optional. You can skip them now and configure them later if needed. Your assistant will work perfectly fine without them.

Step 3: Autonomous Tasks (Optional)

Add tasks, define triggers, and set execution settings. Configure autonomous tasks that your assistant can perform automatically:

1. Available Autonomous Tasks:

   • Performance Monitoring

     • Monitors CPU, memory, and disk usage with intelligent alerts
     • Check Frequency: Set how often the system checks resource usage (e.g., Every 5 minutes)
     • CPU Usage Exceeds Threshold: Default 90%
     • Memory Usage Exceeds Threshold: Default 85%
     • Disk Usage Exceeds Threshold: Default 90%

   • Configuration Management

     • Fetches all system configuration and monitors configuration changes, environment drift, and compliance
     • Check Frequency: Set how often the system checks for configuration changes (e.g., Every 5 minutes)
     • System Configuration: Monitor system configuration changes
     • Security Permission: Monitor security permission changes
     • Software Updates: Monitor software update status

   • Log Analysis & Monitoring

     • Analyzes logs for errors and patterns
     • Check Frequency: Set how often the system analyzes logs (e.g., Every 5 minutes)
     • Log Categories to Monitor: Select which log categories to monitor:
       • System Logs
       • Security Logs
       • Authentication Logs
       • Application Logs
       • Service Logs
       • Network Logs

   • Network Ports Monitoring

     • Monitors network exposure and open server ports
     • Check Frequency: Set how often the system checks network ports (e.g., Hourly)
     • Server Ports to Monitor (Alert on Blocked Ports Being Opened): Enter comma-separated port numbers (e.g., 22,80,443,3389)

   • Unauthorized Access Monitoring

     • Monitors security issues like failed logins
     • Detects suspicious access attempts and potential breaches
     • Alerts on authentication failures and security events
     • Check Frequency: Set how often the system checks for unauthorized access attempts (e.g., Hourly)
     • Failed Login Attempts: Alert threshold for failed login attempts (e.g., 5 attempts/hour)

2. Configure Task Settings:

   • Add Tasks: Select which autonomous tasks to enable
   • Define Triggers: Set conditions that trigger task execution
   • Set Execution Settings: Configure schedules and frequency

3. Click Next to proceed to alerts integration

Step 4: Alerts Integration (Optional)

Connect external alerting systems to receive notifications:

4.1: Slack Integration

Configure Slack notifications for your AI assistant:

1. Select Slack channel:
   • Choose the Slack channel from the dropdown where you want to receive alerts for this assistant.
2. If Slack is not connected: Connect Slack.

4.2: Email Integration

Configure email notifications:

1. Add Email Addresses:
   • Enter email addresses in the Emails field
   • You can add multiple email addresses
   • Each email address will receive alert notifications

tip

You can add multiple email addresses to receive notifications. All added emails will be notified when alerts are triggered.

Using Your AI Assistant

After creation, your assistant is ready to use:

1. Access in Chat - Your AI Assistant is automatically available in the chat interface
2. Select Assistant - Choose your assistant from the AI Assistant selector from sidebar
3. Start Chatting - Ask questions to you assistant

AI Assistant Management

Viewing All AI Assistants

1. Go to Settings → AI Assistant Setup
2. See all configured AI Assistants

Editing an Assistant

Modify an assistant's configuration, capabilities, or integrations at any time.

Steps to Edit

1. Locate the assistant you want to modify in the list
2. Click the ⋮ (three-dot menu) icon on the right
3. Select "Edit Assistant" from the dropdown

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Most settings can be modified without recreating the assistant. Changes take effect immediately for new conversations.

Deleting an Assistant

1. Find the assistant you want to remove
2. Click the ⋮ (three-dot menu) icon
3. Select "Delete Assistant"

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Deleting an AI Assistant will remove all its configuration, history, and autonomous task schedules. This action cannot be undone.

Next Steps

Now that your AI Assistant is created:

1. Start Chatting - Ask questions to your AI Assistant and see it in action
2. Explore Product Features - Learn about advanced AI Assistant capabilities