How to Migrate Your Assistant to an Indexed Collection

Make sure you're familiar with the different types of Collections before continuing.

If you've been using the "file search" tool in an assistant and want more flexibility or better performance, migrating to an indexed collection is a great step forward.

General Steps

1. Create an indexed collection using the same files your assistant uses under its “file search” tool.
2. Set up or update your pipeline to reference this collection.

Step 1: Create the Collection

Click on the “Collections” tab in the sidebar. Instead of selecting “Add New”, click “Create from Assistant”.

• Select the assistant you'd like to migrate.
• Give your new collection a name.
• Click “Create Collection”.

What Happens Behind the Scenes?

• A new indexed collection is created using the same LLM provider as your assistant.
• All files from the assistant’s “file search” tool are copied to this new collection.
• A vector store is created at OpenAI for the collection.
• The assistant’s original vector store and files remain unchanged.

Step 2: Update or Create a Pipeline

Once your collection is created:

• Navigate to the Pipelines tab.
• Either create a new pipeline or edit an existing one that uses the assistant.
• Add an LLM node to the pipeline. If you have been using an assistant node, this LLM node should replace your assistant node.
• Within the node, select your newly created indexed collection.

You're done!