Custom assistants

StellarFirm ships assistants for many jobs: the Coder, Marketing, Sales, the Accountant and more. When the job you need is not one of them, make it yourself. A custom assistant is an assistant in a role you name and describe, such as a grant writer, a sourcing lead or a community manager.

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Custom assistants: an AI Agent Assistant in a role you make up yourself.
On the hire page, choose Define a role. Custom assistants come with Ultra and enterprise.
You can try them on the 14-day trial too.
Describe the assistant you want in your own words, then press Draft it for me.
A draft fills the steps: the role, what it does, a name, skills and the apps it needs.
Each step stays yours to edit. The role is a name and what it does, like a job description.
Pick skills from every role, with the basics ticked. Nothing is hired until you press Hire.
Your Grant writer works in its own chat, like any assistant you hire.
Anything it would send, post or publish waits for your Approve.
On Ultra and enterprise, save it as a reusable role and hire it again from Your roles.
A role of your own, the skills you pick, and every send still waits for you.

Who can make one#

Custom assistants come with Ultra and with enterprise and business licences, and with the 14-day trial. An assistant you already hired keeps working if your account changes later; only making a new one needs it.

Make one#

1. Open the hire page and choose Define a role at the top. You can also pick Custom assistant, the last role on the hire form.
2. Describe what you want in your own words and choose Draft it for me. A draft fills in the role's name, what it does, a name for the assistant, the skills it needs and the integrations it should connect.
3. Check and edit Define the role: the role's name and what it does and how it works, written like a job description.
4. Pick its skills. A custom assistant can have any StellarFirm skill from any role, plus skills of your own. The skills every assistant uses are already ticked.
5. Choose Hire.

The draft saves nothing, hires nothing and connects nothing. Hire is your own click, and an integration connects only when you connect it on its own page.

I need an assistant that finds grants that fit our company, drafts the proposals in our voice and keeps track of every deadline. It should ask me before it sends anything to a funder.

How it works#

• The role you wrote is what the assistant reads about its job, and what the CEO assistant reads when it decides who should do a task. Name it in a message, or let the CEO assistant route work to it.
• Its tools follow its skills. Give it the marketing skills and it can use the tools a marketing assistant uses.
• It follows the same approvals as every assistant: anything that reaches other people, goes live, is deleted or spends your money waits for your Approve.
• You can change the role and its skills later on the assistant's own page, or let it go.

Save a role to hire again#

On Ultra and with an enterprise or business licence, you can save a role to your company's library and hire from it as often as you need, so a team keeps one tested job description for every new hire. A saved role is guidance for the assistant, never a permission.