Overview
Bolt Assistants Settings is where you can create and manage your Bolt Assistants for Students. From here, you can customize their settings according to your institution’s specific needs and operational preferences. With Bolt Assistants for Students, you can fine-tune the performance of your AI chatbot to enhance the student experience.
Whether you’re setting it up for the first time or updating existing configurations, this guide offers a comprehensive overview of each setting and how to create and manage your Bolt Assistants for Students.
Find Bolt Assistants settings by navigating to Engagement > Bolt Assistants.
General
General settings are applied globally. When adding or editing an assistant, you can customize each Assistant’s channels and schedule.
Select Channels: Specify which conversation channels Bolt Assistants will respond to inbound messages: Live Chat, Email, SMS.
This setting serves as the central control to enable/disable Bolt Assistants.
When all chips are disabled (gray), all Assistants are disabled.
The Assistant will optimize its response based on the channel (e.g., SMS responses will be around 160 characters, and e-mail responses will contain greetings).
Limit The Time Active: Set a schedule for Assistants to respond to conversations.
This setting is helpful if you'd like the Assistants to run during off-hours when your team is unavailable.
To run Assistants on a set schedule, Conversations must be set to active during the same time as Assistants.
Assistants
The Assistants card provides a convenient table view of all your assistants. Here, you can quickly see each assistant’s name, type, and whether it’s currently enabled.
From this card, you can also:
Preview an assistant to see how it interacts.
Edit an assistant to update its settings.
Add new assistants to expand your team’s capabilities.
This section serves as a central hub for managing your assistants. We’ll dive deeper into adding, editing, previewing, and configuring assistants below:
Adding a Student Assistant
Adding a Student Assistant
Navigate to Engagement > Bolt Assistants.
Locate the Assistants section.
Click + Add Student Assistant.
Give your assistant a Name in the header.
Use the 'enabled' toggle to activate the Assistant now or later.
Configure the assistant's settings (title, type, skills, etc.) and permissions. We explain those in detail below.
Click the "Preview" button in the header to preview your assistant to ensure it looks and behaves as expected.
When ready, click "Save" in the header to save your assistant.
Add your assistant to a Team. The assistant must be assigned to a team, as this is how you can control where and when it is active.
Previewing a Student Assistant
Previewing a Student Assistant
The built-in preview feature lets you see an Assistant in action before enabling it. This allows you to fine-tune your settings without leaving the editor.
Preview During Creation
When creating or editing an Assistant, click the Preview button in the top right corner of the side sheet.
Preview Existing
Navigate to Engagement > Bolt Assistants.
Locate the Assistants section.
Locate the Assistant you wish to preview.
Click the three vertical dots icon at the end of the row.
Select Preview.
Editing + Deleting Student Assistants
Editing + Deleting Student Assistants
Assistant Settings + Permissions Explained
When adding or editing an Assistant, you’ll find a wide range of customization options to make each one unique and specialized for its role. Be sure to review these settings and permissions carefully to ensure your Assistant is tailored to meet your needs before creating it.
Assistant Title + Types
Assistant Title + Types
Assistant Title
(Optional) Personalize your Assistant’s title to make it unique.
This title will appear in Messenger and your conversation inbox. If no title is added, the Assistant Type will be displayed by default. For example, in the image below, we’ve set the title as “Blaze Ambassador.”
Assistant Type
Assistants are designed to be specialized, giving you the flexibility to customize their expertise for specific functional or subject areas. This allows you to deploy them in different contexts where they can be experts in their roles.
Choose from nine Assistant types to match your needs:
Academic Advisor
Career Advisor
Financial Aid Advisor
Common App Advisor
Admissions Advisor (with subtypes)
Undergraduate
Graduate
Continuing Education
International
Domestic
Campus Life Advisor
Peer Advisor
Alumni Advisor
Athletics Advisor
Default Assistant
Your default assistant is designed to be all-knowing, which means its access to knowledge base sources cannot be limited. However, you can restrict its access to certain skills. To maximize results and minimize unnecessary human handoffs, ensure the default assistant has the same skills as your other assistants.
When multiple assistants are available on a team, the default assistant isn’t listed. Instead, students will see an “I’m not sure” option if they’re unsure which assistant to choose. Selecting this option activates the default assistant.
Please note that the default assistant cannot hand off to other assistants—only to humans. Read more about this here.
Assistant Skills
Assistant Skills
Select Assistant Skills
Choose the specific skills you want to activate for this Assistant to tailor its expertise.
Student Assistants not only provide answers but also help students accomplish tasks. For a complete list of skills and their descriptions, visit our AI Assistants Skills article.
Avatar
Avatar
Avatar
Customize the Assistant’s appearance by adding a unique avatar or picture.
You can either upload an image or use the built-in Bolt AI-powered avatar generator to create one.
For the best results, upload an image with a 1:1 aspect ratio (square), such as 100px by 100px. If no image is uploaded, the Assistant will default to displaying your institution’s primary logo.
Greeting
Greeting
Greeting
Set an initial greeting to welcome students and introduce the Assistant.
This message is the first thing students will see when they start a new chat with the Assistant after selecting it from the list.
A personalized, friendly greeting helps set the tone and guide students in starting their conversation.
For example: “Hi! I’m Finley and can help you with most things related to financial aid. How can I help?”
Voice
Voice
Voice
(Optional) Assign a voice profile to the Assistant to enable compatibility with Voice-Recorded Messages and Advanced Voice Mode. Without a voice profile, certain voice features will be unavailable. Adding a voice ensures the Assistant can interact more naturally in supported channels.
Element451 offers two voice-based features that work seamlessly with Student Assistants. Below is a breakdown of each feature, including how this setting impacts them, and links to more detailed information.
Voice-Recorded Messages (Supported in Messenger)
If no voice is assigned:
The Assistant’s voice reply feature will be disabled, even if voice replies are enabled in the Assistant Messenger settings.
External participants (e.g., students) can still send recorded messages, and the Assistant will understand them, but it will reply via text only.
If a voice is assigned:
The Assistant will reply via voice recordings when spoken to using voice recordings.
Advanced Voice Mode (Supported in Messenger + In-App Calling)
If no voice is assigned:
Advanced Voice Mode will be disabled for that assistant.
If a voice is assigned:
The Assistant can communicate live in real-time voice conversations, similar to a human-to-human phone call.
When assigning a voice, ensure it is compatible with Advanced Voice Mode. Voices are clearly labeled to indicate compatibility, helping you make the right choice.
Description
Description
Description
Provide a brief description to help students understand the Assistant’s purpose and expertise.
This description will be visible when students are prompted to select an Assistant.
Keep it concise yet descriptive, ensuring students can quickly determine what the Assistant can help with. A clear and focused description makes it easier for students to select the right Assistant for their needs.
Internal Description
Internal Description
Internal Description
(Optional) Enhance the handoff process between Assistants by providing an internal description.
Use keywords or phrases to summarize the Assistant’s capabilities and skills. These descriptions are visible only to other Assistants, helping them determine when an assistant-to-assistant handoff is appropriate, but they are not shown to users.
Permissions: Knowledge + Appointments
Permissions: Knowledge + Appointments
Permissions
Set up the Assistant’s permissions to control what it can access and assist with.
Permissions dynamically update based on the skills you enable in the Assistant Skills setting. By default, permissions are set to “all” to grant broad access. To customize, toggle off “all,” and additional configuration options will appear.
For example, disabling “all knowledge” will generate a knowledge settings section, allowing you to specify the sources the Assistant can access.
Below is a breakdown of permissions based on each skill:
Knowledge
Individual Sources: Restrict the Assistant to specific sources you’ve uploaded.
Categories: Limit access to particular categories in your knowledge base.
URL Patterns: Restrict knowledge access to items matching specified URL patterns.
Title Patterns: Restrict knowledge access to items matching specific title patterns.
Events
Individual Events: Limit the Assistant to select events.
Categories: Restrict access to specified event categories.
Applications
Individual Applications: Limit the Assistant to referencing only specific applications.
Appointments
Individual Availabilities: Restrict the Assistant to particular individual appointment availabilities.
Categories: Limit access to specified appointment categories.
Teams
Teams are how you deploy your Student Assistants. Simply activating an Assistant doesn’t make it accessible to students—it must be assigned to a team. Teams allow you to control where and when Assistants appear by applying condition filters such as Page URL, Path URL, UTM Parameters, and Conversation Channel.
For example, you could create an Athletics team that includes an Athletics Advisor and an Admissions Advisor, configuring it to only appear on pages containing “athletics” in the URL. This ensures the right audience connects with the right team for assistance.
Key Considerations for Teams
Teams are checked sequentially in order:
Conditions must be met for a team to activate.
The first team whose conditions are met becomes active.
You should only ever have one team without conditions, which will act as a fallback.
This "default team" without conditions should be placed last in the list, as any teams below it will be ignored.
When building your teams, consider how assistants within the same team can hand off queries to one another. Group assistants logically based on knowledge permissions or functional expertise to ensure student queries are directed to the most qualified assistant. We explore this more in Assistant-to-Assistant Handoffs below.
Explore the dropdown sections below to learn how to manage your Assistant teams:
Adding a Team
Adding a Team
Navigate to Engagement > Bolt Assistants.
Locate the Teams section.
Click + Add Student Assistants Team.
Configure the settings for the Assistant:
Name: Enter a name for the team in the header.
Enabled: Use this toggle to activate the team now or later.
Student Assistants: Select the Assistant(s) you wish to add to the team.
Conditions: Add conditions to control which pages this team should be active on. You can add Page URL, Path URL, UTM Parameter, and/or Channel conditions.
Click Save in the top right corner.
Reordering Teams
Reordering Teams
Team conditions are evaluated sequentially based on their order in the list. Use the two horizontal lines to reposition a team. If you haven't read how Team conditions are evaluated, be sure to read that at the beginning of the Teams section.
Assistant-to-Assistant Handoffs
Our intelligent Bolt Assistants for Students can seamlessly hand off queries to one another within the same team, ensuring students get the help they need without unnecessary delays. This mirrors real-life interactions but operates far more efficiently than navigating from office to office or building to building.
How Assistant Handoffs Works
How Assistant Handoffs Works
Assistants can hand off to other assistants assigned to the same team. This ensures that students get specialized help when needed.
Same-Team Handoffs: Assistants can only hand off to other assistants assigned to the same team. This setup ensures students receive specialized help as needed.
Automated Process: Handoffs happen automatically—there’s no setting to enable/disable the feature. If an assistant can’t assist with a specific task, it will check if another assistant on the team can handle it before offering to hand off to a human (if this skill is enabled).
Internal Descriptions: Each assistant has an internal description setting (explained in the Assistant Settings section). This field provides context about the assistant’s skills and knowledge areas. Internal descriptions are readable by other assistants on the same team, enabling them to determine when a handoff is appropriate.
Default Assistant: The default assistant, used when students select “I’m not sure” when prompted to choose an assistant, doesn’t hand off to others. As an all-knowing assistant, it serves as a fallback. To minimize unnecessary human handoffs, ensure the default assistant is configured with the same skills as your other assistants.
Channel Settings (Messenger, Email, SMS)
Separate settings sections dynamically appear for each channel where Assistants are active. These settings are configured based on the channels enabled in the General section at the top.
If you don’t see a specific channel’s settings card (e.g., Messenger, Email, or SMS), it’s likely because the channel hasn’t been enabled under General. Ensure the desired channel is selected to make its corresponding settings card available.
Messenger
Messenger
Display Knowledge Base Sources to User
Enabling this setting will provide a source URL at the end of an Assistant's response. This allows the student to find more information or context on the topic of inquiry.
The source will only display if the Assistant uses a URL source for content.
Sources are displayed both internally and externally in the thread.
Messenger Conditions
This setting is for schools relying solely on the default Assistant (with no other Assistants added). It allows you to specify the pages where Assistants will be active within Messenger.
Email
Limit Email to a Segment: Restrict communication to certain users. If enabled, Assistants will exclusively respond to individuals within the segments you select on that channel.
Use this feature to do any testing before turning the feature on for your students.
SMS
SMS
Limit SMS to a Segment: Restrict communication to certain users. If enabled, Assistants will exclusively respond to individuals within the segments you select on that channel.
Use this feature to do any testing before turning the feature on for your students.
AI Settings
The AI Settings section allows you to enable Sentiment Analysis, which automatically evaluates the emotional tone of messages received in SMS and Messenger (live chat). Messages are categorized as positive, negative, or neutral to help you better understand how students feel during conversations.
For a detailed overview of how sentiment analysis works and tips on using these insights, refer to our Sentiment Analysis article.
Content Moderation Settings
In this section, you’ll find a table listing all content moderation flags, organized by category (e.g., sexual, hate, harassment). At a glance, you can view each flag’s action(s) and priority. You can also edit flags directly from here to update their message, priority, or actions.
Content Moderation helps maintain a safe and respectful environment by automatically flagging conversations that may contain inappropriate, harmful, or manipulative content, including text and images. For more details on managing flags and customizing actions, visit our Content Moderation article.