I have a nextSteps parameter that I'm passing to the assistant that I would like for it to follow without having to wait for a tool call to retrieve the data. I'm wondering what would the best practice be for this. The goal is to have the assistant have valuable information readily available when the call starts.

@MaxKnox To ensure the assistant has valuable information readily available when the call starts, you can preload the necessary data into the assistant's context before initiating the call. This way, the assistant can access the 'nextSteps' parameter immediately and act upon it without waiting for a tool call to retrieve the data. Best practices for preloading data like the 'nextSteps' parameter include: 1. **Initialization**: Set up the assistant's context with the 'nextSteps' parameter as part of the initialization process. This can be done by configuring the assistant's settings or through an API call that sets the context before the call begins. 2. **Data Structuring**: Structure the 'nextSteps' data in a way that is easily interpretable by the assistant. This could be a structured object or a set of instructions that the assistant is programmed to understand. 3. **Context Persistence**: Ensure that the context, including the 'nextSteps' parameter, persists throughout the call so that the assistant can refer back to it as needed without having to retrieve it multiple times. 4. **Security and Privacy**: If the 'nextSteps' parameter contains sensitive information, make sure to handle it in compliance with relevant data protection regulations, especially if

assistant.hipaaEnabled

is set to true for health-related data. 5. **Testing**: Before going live, thoroughly test the assistant's ability to access and act upon the 'nextSteps' parameter to ensure that it works as expected in real call scenarios. By following these best practices, you can enhance the efficiency and effectiveness of the assistant, providing a smoother and more informed interaction from the start of the call. If you have specific instructions or data you'd like to preload now, please provide them, and I'll assist you with the next steps.

Ok, I was able to use the nextStep by just using it in the system instruction with brackets [nextStep]... awesome! This is huge.

@MaxKnox Just checking if this is resolved for you. If not, could you please rephrase your issue with more details? Please explain what you're expecting to build, provide examples, and describe where you're currently blocked.

Thanks for the follow-up @Shubham Bajaj , I wanted to provide dynamic follow-up instructions for my assistant without having to trigger an additional tool call after the call was established. Was able to do it via the outbound create assistant with parameter nextSteps. Awesomeness 👌