Assistants
An assistant is a published agent: one of your agents on a link of its own, with a name, a welcome message and an accent color, for people who never sign in to the console. Build › Assistants is where builders publish, change and take down assistants, and where admins create the share links that make them reachable.
What an assistant knows and says belongs to its agent. Its model, instructions, knowledge, tools and skills are edited on the agent; the assistant holds only its link, its look and how it answers.
Who can open it
Section titled “Who can open it”| Role | What they can do |
|---|---|
| Admin | Everything a Builder does, plus Get share link, and read Who changed what it runs on an assistant’s page |
| Builder | Read every assistant, create one, Edit, Disable, Enable, Delete, change the agent behind a link, Preview chat, open its conversations |
| Auditor | Read every assistant, open its conversations, read Who changed what it runs; changes nothing and cannot preview |
| Reviewer | No access to this page. Chats with published assistants from My conversations and the overview |
| End user | No access to this page. Chats with published assistants, see Chatting with an assistant |
| Platform admin | Holds every capability, in any tenant |
What you see
Section titled “What you see”The list
Section titled “The list”- The header, Assistants, with one line: the chats your users talk to. A platform admin, or anyone with more than one tenant, chooses the tenant here.
- The table toolbar: Search assistants, which matches the name, the entry agent and the model, and New assistant for the roles that publish.
- The table, one row per assistant:
| Column | What it shows |
|---|---|
| Name | The name its users see. Opens the assistant’s page |
| Entry agent | The agent that answers on its link. Opens the agent |
| Model | The agent’s model |
| Collections | How many collections the agent is grounded in |
| Link | The assistant’s address, /a/<slug> |
| Status | Active, Draft or Disabled |
| Answers via | Auto, Direct or Runtime, see How it answers |
| Created | When it was created |
| Actions | A menu named for the assistant: Preview chat, Conversations, Get share link, Edit, Disable or Enable, Delete. Each role sees only the items it may use |
With no assistants yet, the page says No assistants yet: an assistant puts one of your agents on a link your users can open. The roles that publish get a New assistant button there.
An assistant’s page
Section titled “An assistant’s page”The header carries the assistant’s name, the line “A published agent: agent, on its own link”, its status, and, for the roles that publish, Edit, Get share link (Admin only) and Disable or Enable.
Two tabs follow. Conversations appears only for the roles that read every conversation.
Overview holds up to three sections:
- Behind the link: Entry agent (linked), Model, How it answers, and Runs, a link to Runs of its agent in Runs. The roles that publish get Change here.
- Its link: Slug, Welcome message, Conversation starters and Published. A share link you create on this page appears here, once.
- Who changed what it runs, for Admins and Auditors: every change of the agent behind the link, newest first, as “From agent to agent” with when and who. Until the first change it reads “Never repointed”.
Conversations lists everyone who has talked to the assistant:
| Column | What it shows |
|---|---|
| Conversation | Its title: the first question, cut at 60 characters. Opens the conversation in Conversations |
| Started | Date and time it began |
| Last turn | How long ago it last moved |
| Answers | How many answers it holds |
| Started by | Visitor (public link), End user (your application), Console user, or Not recorded |
With nobody yet, it reads Nobody has talked to it yet.
If the assistant does not exist, or belongs to another tenant, the page says That assistant is not here. If it could not be read, it says This assistant could not be loaded with Try again; that is not the same as deleted.
What you can do
Section titled “What you can do”Create an assistant
Section titled “Create an assistant”New assistant opens the publishing wizard, which starts by asking for the agent. The same wizard opens from Publish as assistant on an agent’s page and its preview. The steps are in Publish and share an assistant.
Preview an assistant
Section titled “Preview an assistant”- In the row’s Actions menu, choose Preview chat.
- Type a question in Ask a question… and press Send or Enter.
The answer streams in, with its Sources: under it when the agent is grounded in knowledge. A preview is a real conversation: it is answered by the published agent, metered to the tenant and kept under your name. Closing the dialog ends it.
Edit an assistant
Section titled “Edit an assistant”Edit changes the assistant’s own fields. The link stays the same.
- Choose Edit in the row’s menu or on the assistant’s page.
- Change any of:
- Name: the name its users see. Required.
- Welcome message: the greeting on the chat’s start screen.
- Accent color: one of twelve swatches or Custom color (hex).
- Conversation starters, one per line: the suggested questions on the start screen.
- Logo URL: shown above the chat on its link. An
https://address; leave it empty for none. - How it answers: Auto, Direct or Runtime.
- Choose Save. A toast says Assistant saved.
The form ends with a link to the agent: its model, instructions and knowledge are edited there. Leaving the form with unsaved changes asks first.
How it answers
Section titled “How it answers”| Choice | What happens |
|---|---|
| Auto (default) | The agent runs with its tools, skills and collaborators when it has any; otherwise the answer is retrieval from its knowledge and one model call |
| Direct | Retrieval and one model call, with citations. The agent’s tools are not reachable |
| Runtime | The agent always runs, tools or not |
Change the agent behind a link
Section titled “Change the agent behind a link”Repointing changes which agent answers. Users keep the same link and their conversation history; the next turn of every conversation runs on the new agent, with the conversation so far as its context.
- On the assistant’s page, in Behind the link, choose Change.
- In Agent, choose the agent to answer on this link.
- Optional: follow Preview agent before switching to try it in a new tab.
- Choose Switch. A toast says Entry agent changed.
The change is recorded under your name. To go back, repoint: Admins see a Repoint to agent button on each earlier change in Who changed what it runs.
Disable or enable an assistant
Section titled “Disable or enable an assistant”Disable takes the link down. Anyone who opens it is told the assistant is unavailable; its conversations and settings are kept, and Enable brings the same link back. Disabling asks first, by name; enabling does not.
A Draft assistant does not answer either. Enable makes it Active.
Delete an assistant
Section titled “Delete an assistant”- Choose Delete in the row’s menu.
- Read the dialog and confirm Delete.
The link stops working for good and its conversations are deleted. The agent behind it is deleted too, unless another assistant still publishes it or it ships with the platform; the dialog says which.
Limits
Section titled “Limits”| What | Limit |
|---|---|
| Name | 1 to 80 characters; unique among the tenant’s assistants |
| Link | /a/<slug>: the name in lowercase with every other character turned into -, cut at 40 characters, plus - and 8 random hexadecimal characters. Fixed when the assistant is created; renaming does not change it |
| Accent color | A hex color, such as #0f62fe |
| Logo URL | Starts with https:// (or http://) |
| Status | Active, Draft or Disabled; only Active answers on its link |
| Conversation title | The first question, cut at 60 characters |