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Overview

Custom AI Experts let your team create focused Ask Z specialists for specific jobs. Each expert can have its own name, icon, description, instructions, allowed tools, and trigger settings. Use custom experts when one assistant should stay focused on a specific kind of work, such as reviewing support tickets, preparing sales follow-ups, watching connected app events, or running a scheduled operational check.

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When to Use a Custom Expert

Create a custom expert when you need:
  • A named specialist for a repeatable workflow
  • Different instructions from the default Ask Z experts
  • A scheduled assistant task with a clear goal
  • An expert that reacts to a connected app event
  • Tighter control over which action groups the expert can use

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Create or Edit an Expert

  1. Open AI Studio.
  2. Go to Experts.
  3. Create a new expert or open an existing expert.
  4. Choose an expert icon.
  5. Enter the Expert name.
  6. Add a Description that explains when the expert should be used.
  7. Add the System Prompt with the expert’s standing instructions.
  8. Review the settings panel and click Save.
Keep the description short and practical. The system prompt can be more detailed, but it should still focus on the expert’s actual job and boundaries.

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Choose How the Expert Runs

In the Trigger section, choose one or more trigger types. At least one trigger must stay selected.

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Set Status and Review Run Timing

Use the Status switch to make the expert Active or Inactive. The settings panel also shows:
  • Next run for active scheduled experts
  • Last ran when the expert has run before
If a scheduled expert is inactive, broken, unsaved, or has no upcoming run, the next run field may show -.

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Schedule an Expert

Use Schedule when an expert should perform recurring work without someone starting a chat.
  1. Select Schedule in the trigger options.
  2. Open Schedule settings.
  3. Choose the Timezone.
  4. Choose how often it repeats: Hourly, Daily, Weekly, or Custom.
  5. For weekly schedules, choose the weekdays.
  6. For daily or weekly schedules, choose the run time.
  7. Choose the expert’s Reasoning level.
  8. Add a Goal that tells the expert what to do when the schedule runs.
  9. Save the expert.
For custom schedules, use an RRULE value only if your team is comfortable with recurring-rule syntax.

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Run a Scheduled Expert Now

Scheduled experts can be run manually with Run now when:
  • The expert has Schedule enabled
  • The expert is Active
  • The expert is not broken
  • There are no unsaved changes
If Run now is disabled, save your changes first and confirm the expert is active.

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Use External Triggers

Use External when a connected app should start the expert automatically.
  1. Select External in the trigger options.
  2. Open External trigger settings.
  3. Click Select trigger.
  4. Search or choose the connected integration group.
  5. Choose the event trigger.
  6. Fill in required Trigger config fields.
  7. Expand Optional fields only when the integration needs extra filtering or setup.
  8. Choose the trigger’s Reasoning level.
  9. Add a Goal that explains what the expert should do when that event happens.
  10. Save the expert.
Each external trigger card shows the trigger name, connected account, and any status label the integration reports.

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Limit Allowed Tools

Use Allowed tools to control which tool groups the expert can use across chat, schedule, and external triggers.
  • Click Allowed tools.
  • Search for tool groups when the list is long.
  • Choose only the tools the expert needs.
  • Use Select all only for broad experts.
  • Use Clear when you want to rebuild the list.
This is useful when one expert should work with support tickets but not billing, or when an app-triggered expert should only use the connected app it is responsible for.

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Choose a Reasoning Level

Use a stronger reasoning level for complex or higher-risk work, such as multi-step investigations, workflow edits, or customer-impacting decisions. Use a lighter level for simple scheduled checks or straightforward lookups.

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Best Practices

  • Give each expert one clear job.
  • Keep the system prompt specific to that job.
  • Use scheduled goals that can be completed without extra clarification.
  • Start with fewer allowed tools, then expand only when needed.
  • Test a scheduled expert with Run now before relying on it.
  • Review external trigger configuration after reconnecting or changing an integration account.