How to Manage Assistants
After creating an assistant, you can track usage, edit settings, and control the lifecycle directly in the Admin Platform.
Overview of the List
Within the project, the Assistants page displays:
- Usage Indicators: last update, author, and creation date.
- Quick Actions: edit an assistant.
Edit an Assistant
Click on the desired assistant and click on edit.
Use the tabs or sections to update:
- Basic Information (name, description, model).
- Prompts for system, user, and response.
- RAG Mode: you can activate/deactivate RAG, adjust collections, and filters.
- MCP Tools: add or remove integrations and allowed workflows.
Save the changes. The updates take effect immediately for new conversations.
Monitor Usage
Usage monitoring is done in the Conversations section of the same project.
Permissions and Roles
- Only members with administrative roles (such as ADMIN or SUPERADMIN) can edit assistants.
- Roles with basic access can view and interact with the assistants in the chat areas but cannot change their settings.