Skip to content
  • There are no suggestions because the search field is empty.

Configuring Assistants

The Assistant Page is your control center for configuring and managing an individual assistant. The page is organized into several tabs, each focusing on different aspects of the assistant’s configuration and functionality.

Tabs and Their Functions:

  1. Overview Tab:

    • Reports & Metrics:
      View performance reports for the past seven days, including detailed analytics on assistant interactions.
    • Unpublished Changes Notice:
      If settings have been modified without being published, a notification is displayed so you can review pending updates.

  2. Settings Tab:

    • Basic Information & Features:
      Update the assistant’s name, status (enabled/disabled), and AI model.
    • Real-Time & Voice Options:
      Toggle real-time features and specify voice settings if applicable.
    • Detailed Descriptions:
      Provide a comprehensive description and instructions that guide the assistant’s behavior.
    • Advanced Options:
      Set options such as retrieval mode, code interpreter toggles, and the temperature for response variation.

  3. Functions Tab:

    • Function References:
      Choose from a list of available functions to associate with the assistant. These functions allow the assistant to execute specific operations or logic.
    • Multi-Selection Capability:
      Easily add or remove multiple functions, ensuring the assistant has access to all necessary capabilities.

  4. Files Tab:

    • File References:
      Link external files that may be used by the assistant, such as scripts or data resources.
    • Management:
      Similar to functions, you can select multiple file references to integrate additional resources.

Action Buttons & Workflow:

  • Save:
    • After making changes in any of the tabs, click Save to update the assistant’s settings.
    • The system validates required fields and shows success or error notifications.
  • Publish:
    • Use Publish to make your saved changes live. Publishing updates both the published and updated dates, ensuring users interact with the latest configuration.
  • Delete:
    • The Delete button lets you remove an assistant from the system. A confirmation dialog ensures that deletion is deliberate since it is irreversible.

How to Use the Page:

  1. Navigation:

    • Use the tab group at the top to switch between Overview, Settings, Functions, and Files.
    • The header displays the assistant’s name along with its status (e.g., unpublished changes).

  2. Editing Settings:

    • Update fields in the Settings tab to change core properties like name, model, instructions, and additional features.
    • Changes in functions and file references are handled in their respective tabs using multi-select lists.

  3. Finalizing Changes:

    • Once all changes are made, click Save to store them. If you’re ready for users to experience the new settings, click Publish.
    • If an error occurs during save or publish, an on-screen notification will guide you to correct it.

  4. Monitoring Changes:

    • A visual notice informs you if there are unpublished changes, prompting you to review and publish them when ready.

These guides provide you with a clear understanding of the role of assistants in our system and how to manage their settings through an intuitive, multi-tabbed interface.