AI Agents
Ask purpose-built assistants that draw on your organisation's own documents and knowledge — with traceable citations.
Get started & chat4 guides
Start a conversation, navigate the hub, find assistants, and use AI Agents day to day.
30·1Start Your First AI Agents ConversationOpen AI Agents or go to /ai-agents.30·2Navigate the AI Agents HubOpen /ai-agents to see the active assistants available to your account.30·3Search and Filter AssistantsUse the controls on /ai-agents to reduce the assistant directory:30·28Use AI AgentsHow to find an assistant, understand the available administration links, start a conversation, and handle every directory state.
Inside a conversation6 guides
Citations and sources, uploading files, inspecting images, feedback, and safe URLs.
30·5Use Citations and Source CardsDocument-grounded answers can show numbered citation chips in the response and cards under Sources.30·6Read a PDF CitationSelect a PDF citation or its source card to open the document viewer.30·7Upload a File in a Document ChatThe attachment button is available in a Document conversation.30·8Inspect a Source ImageSelect an image thumbnail in Sources to open it in the image viewer.30·9Submit Feedback on an AI AnswerUse the thumbs controls under an assistant answer.30·4Use Conversation URLs SafelyA new chat opens as /ai-agents/<assistant>/new.
Sessions, history & sharing5 guides
Transcripts, chat history, sharing sessions, and floating chat bubbles.
30·10Download a Chat TranscriptOpen a conversation containing at least one message and select Download in the header.30·11Manage Your Chat HistoryThe conversation sidebar contains My Chats and Shared.30·12Share a Chat SessionOnly the session owner manages its access.30·13Work with Shared SessionsOpen Shared in the chat sidebar to see sessions that another person shared directly with you or through one of your roles.30·31Use Floating Chat BubblesFloating chat keeps selected assistants available while you move around RAPTIX.
Language, reasoning & settings3 guides
Arabic and English, thinking/reasoning mode, and per-session AI settings.
30·14Use Arabic and English in AI AgentsWrite naturally in Arabic or English.30·15Understand Thinking and ReasoningA Connected assistant can display a Thinking… state and reasoning text when its administrator configured a Reasoning Endpoint URL.30·16Adjust Per-Session AI SettingsThe owner of a Document conversation can open RAG Settings above the message field.
Administer assistants7 guides
Create, configure, brand, and control who can see each assistant.
30·29Manage AI AssistantsHow to read the assistant table and create, configure, test, activate, restrict, or remove an assistant using the current page.30·17Create an AI AssistantOpen /ai-agents-assistants and select New Assistant.30·19Configure a Smart AssistantChoose Smart Assistant for model-generated answers that can use RAPTIX knowledge.30·26Customise Assistant AppearanceIn Appearance, choose a preset colour or enter a custom colour, then select one identity style:30·25Activate or Deactivate an AssistantThe Active state controls whether an eligible user can find and open an assistant in /ai-agents.30·24Control Assistant VisibilityEvery assistant has one Visibility setting:30·27Link a Document-Processing PresetA Smart Assistant can use Document processing for files attached in its conversations.
Grounding, knowledge & connections7 guides
Knowledge scope, grounded-access testing, system prompts, endpoints, and durable memory.
30·20Set an Assistant's Knowledge ScopeOpen the Smart Assistant's configuration.30·21Test Grounded Answers and AccessAfter saving a Smart Assistant, verify both answer quality and access boundaries.30·23Write Effective System PromptsA Smart Assistant has separate English and Arabic system-prompt fields.30·18Configure an External ConnectionChoose External Connection when the assistant must send chat requests to an external service.30·22Configure a Reasoning EndpointAn External Connection can use an optional Reasoning Endpoint URL in addition to its required Endpoint URL.30·30Manage Durable AI MemoryHow to review personal or workspace AI memory facts, filter workspace memory by user, forget one fact, and permanently forget all…30·32Ask the RAPTIX Assistant to Find Information and Run WorkflowsWhat the assistant can work with, how to ask it to search documents and email, analyse supported attachments and tables, launch…
