How to Manage Assistants

After creating an assistant, you can monitor usage, edit settings, and control the lifecycle directly within the Admin Platform.

Overview of the List

Within the project, the Assistants page displays:

• Searchable list with filters: search by name, status, or mode (with/without RAG, with/without MCP).
• Usage indicators: last update, author, and creation date.
• Quick actions: edit, duplicate, or archive an assistant.

Edit an Assistant

1. Click on the desired assistant.
2. Use the tabs or sections to update:
   • Basic information (name, description, model).
   • Prompts for system, user, and response.
   • RAG Mode: you can enable/disable RAG, adjust collections, and filters.
   • MCP Tools: add or remove allowed integrations and workflows.
3. Save the changes. The changes take effect immediately for new conversations.

Duplicate an Assistant

• Use the Duplicate action to create a copy with the same settings.
• Useful for testing variations of prompts, models, or combinations of collections without altering the original assistant.

Archive or Unpublish

• Archive removes the assistant from the main listing without deleting the settings.
• Unpublish prevents new users from using it while you make adjustments.

Monitor Usage

• The details section displays basic metrics, such as the number of conversations and the last execution.
• For in-depth analysis, access the Metrics or Conversations module of the same project.

Permissions and Roles

• Only members with administrative roles (e.g., ADMIN or SUPERADMIN) can edit and archive assistants.
• Roles with basic access can view and interact with assistants in chat areas but cannot change their settings.

Next Steps

• How to Create a New Assistant
• Knowledge Collections
• Knowledge Sources