How to Update an Existing Assistant

Updating your assistant its as easy as creating it

By navigating to the right-side panel again, you can select any of your previously created assistants from the dropdown menu.

Similar to the previous section on creating an assistant, you can perform the following actions here:

Select the Assistant

Choose the assistant you wish to update from the Assistant List. This list includes all the assistants you have created.

View Assistant Details

Once you select an assistant, you can access its details and make updates, including:

• Updating its Name: Modify the assistant’s name as needed.

• Enhancing the Description: Revise or expand the description to better reflect the assistant’s purpose.

• Modifying Instructions: Adjust guidelines or instructions to improve user interactions.

Change the Category

If the assistant’s purpose has changed, you can update its category. For example:

• Change from "Sales" to "Support" or vice versa.

Update Access Permissions

Adjust the assistant’s access settings based on your organizational needs:

• Change from private to team-specific access or revert to private as required.

Save Changes

After making all necessary updates, click "Save". A confirmation message will appear, indicating that the assistant has been successfully updated with the new settings and information.