Manage Assistants

Manage Assistants gives SuperAdmins and OrgAdmins a platform-wide view of all assistants with full CRUD operations.

Edit Assistant Modal Fields

Field	Description	Notes
Assistant Name	Display name shown in the assistant library.	Must be unique within the team.
Category	Groups the assistant in the library tabs (Analytics, Sales, CX, etc.).	Affects discoverability.
Description	Short summary shown on the assistant card.	Keep concise.
Instructions	Full system prompt governing behavior, role, tone, and rules.	Most impactful field. Changes take effect immediately.
Model	The LLM model used (e.g. gpt-4o, gpt-4-turbo).	Available models depend on org configuration.
Created By	Read-only: who originally created the assistant.	Cannot be changed.
Owners	Assign users as owners. Owners can edit and manage the assistant.	Search by name or email. Multiple owners allowed.
Shared With	Visibility: Private, Share with Team, or Share with Anyone.	Changing to Private immediately hides it from non-owners.
Featured	Toggle the star to feature/unfeature in the library's Featured tab.	Use sparingly — Featured section should remain curated.
Enable PII Redaction	Toggle PII redaction on this assistant's model calls.	On by default. Only disable with appropriate authorization.