Operators Creation and Maintenance

Operators let you build chatbot-like assistants in your Workspace. Each Operator includes a name, description, purpose, and is linked to an Expert and specific tools. Use them as helpful teammates in your Workspace.

Creating an Operator

1. Launch StationOne.
2. Locate and right-click the desired Workspace and click Edit > Operators.
3. Enter a unique Operator Name.
4. Enter a Description.
5. Select the AI Model.
6. Enter Instructions:
   1. Purpose and Objectives – Instructions should define the Operator’s primary purpose, specific goals, and the key tasks it will handle within the workspace. This clarity ensures the Operator is designed to meet both business and user needs effectively.
   2. Interaction Design and Communication – Instructions should outline the conversational flow, tone, and how the Operator will interact with users. This includes defining how the Operator addresses queries, provides responses, and handles edge cases or escalations to human assistance.
   3. Performance and Governance – Instructions must establish key performance indicators (KPIs), success metrics, compliance requirements, and any constraints the Operator should follow. This enables ongoing monitoring and continuous optimization of the Operator’s performance within the workspace.
7. Click + Add Expert and select an Expert that most closely matches the purpose of the Operator.
8. Click + Add Tools and select the desired tool that provides the data for the Operator to function properly.
9. Click + Add a Collection and select the desired Knowledge Base.
10. Click Save.

Editing Operators

1. Locate and right-click the desired Workspace and select Operators.
2. Locate the desired Operator and click on the edit icon.
3. Update the Operator Name.
4. Update the Operator Description.
5. Select the AI Model.
6. Update the Operator Instructions.
7. Update the selected Expert.
8. Update the selected Tools.
9. Update the selected Knowledge Base.
10. Click Save.