Manage AI Assistants
Who can use this page
/ai-agents-assistants is an administration page. Regular users use AI Agents to open assistants; they do not create or configure them.
Use the Chat Assistants table
The table shows each assistant's name, type, status, visibility, creator, and creation date. Use its row actions to float or remove a chat bubble, edit, activate or deactivate, and delete an assistant. New Assistant opens the creation form. The default assistant cannot be deleted from its row.
Choose the assistant type
The current creation screen offers:
- Smart Assistant for a model-driven assistant that can use configured knowledge; and
- External Connection for an assistant that sends requests to an external endpoint.
Existing records can show other legacy-supported types, but choose one of the types offered by the current New Assistant screen.
Configure the assistant
- Under Basic, enter a required name, an optional description, and choose whether the assistant is Active.
- Under Appearance, choose a preset or custom color, then identify the assistant with an emoji, icon, or brand option.
- For an External Connection, enter the required Endpoint URL and an optional Reasoning Endpoint URL.
- For a Smart Assistant, choose the generation model, temperature, and the English and Arabic system prompts. Use reset only when you intend to restore the provided prompt.
- Optionally choose Document processing preset. Automatic is the recommended default; custom selection is useful only when administrators have prepared a suitable preset.
- Set Knowledge scope by workspace, application, page, or selected files. An empty scope means all otherwise-allowed knowledge, not no knowledge.
- Configure Visibility and save.
Before saving, review the assistant from a user's perspective: its name should explain its purpose and it should not be given documents or permissions it does not need.
The form requires a name. It also requires an endpoint for an External Connection and a model for a Smart Assistant. Temperature accepts values from 0 to 1; lower values favor consistency and higher values allow more variation.
Make an assistant available
The Active setting controls whether the assistant appears in AI Agents. Choose one visibility option:
| Visibility | Who can find it |
|---|---|
| Only me | The assistant's owner. |
| Specific people | Members matching the selected Allowed Roles or named users. |
| Everyone | All users who can open AI Agents. |
Restrict access before activating the assistant. Save changes, then test with an account that has the intended access and another account that should not have access.
Remove an assistant
Use Delete Assistant only when the assistant is no longer needed. Deactivate it first when you need to remove it from users while keeping its configuration for review.