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.

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