Update Assistant Settings
Configure an assistant's behaviour, appearance, and chat UI features.
Where to find it
- Assistant editor:
/assistants-config/\{assistant-id\} - Reach it by clicking any assistant in the sidebar list on the dashboard
Editor overview
Edit flow
- Click an assistant in the sidebar list.
- Modify any fields in the editor.
- Click Update Assistant — changes take effect immediately for new conversations.
To discard all unsaved changes, click Cancel.
Configurable fields
Identity
| Field | Required | Description |
|---|---|---|
| Image URL | No | URL of the avatar image shown next to the assistant name. A preview renders above the field. |
| Name | Yes | Display name shown in the assistant list and chat header |
| Category | No | Free-text or pick from existing — groups assistants in the sidebar. Disappears from view when search is active. |
Workflow
Each assistant has its own embedded workflow (flow.type = "agent"). It does not appear in the Workflows section of the app — it exists only within this assistant's context.
The workflow section shows a "+ Add workflow" button when no workflow is assigned. Clicking it creates a new embedded workflow named \{assistant name\} Workflow and opens the workflow editor. See Create an assistant for the full creation flow.
Once assigned, a workflow card shows a mini canvas preview of the pipeline. From the card:
- Click to open the workflow editor at
/assistants-config/\{id\}/workflow/\{workflowId\} - Dropdown → Delete to remove the workflow — this deletes the embedded workflow and unlinks it from the assistant, but the assistant itself is kept
Configuration
| Field | Default | Description |
|---|---|---|
| Timeout | 360 | Maximum seconds to wait for an LLM response before the request is cancelled |
| Source Nodes Count | — (all) | Maximum number of source document chunks returned for RAG retrieval. Leave empty to return all available nodes. |
Appearance & settings
| Setting | Default | Effect |
|---|---|---|
| Enabled | Off | Makes the assistant accessible to end users |
| Show Quote | On | Source citations shown below each response (requires indexed Sources) |
| Text to Speech | On | "Listen" button available on each response |
| Allow File Attachments | On | Paperclip icon visible in the chat input bar |
| Suggest Follow-up Questions | On | 2–4 follow-up chips appear after each response |
When Suggest Follow-up Questions is on, a Follow-up questions prompt textarea appears — use it to steer the style or topic of the generated follow-up chips.
If you save with Enabled on but no workflow assigned, the save is blocked and a dismissible "Workflow Required" banner appears at the top of the page. Add a workflow first, then save.
Second column fields
The right column of the editor contains:
| Field | Description |
|---|---|
| Starter questions | Up to 3 question chips shown on an empty chat. Clicking one sends it immediately. Add with the + Add question button; remove with the trash icon. |
| Generate Embed Code | Opens a modal with the embed snippet to embed this assistant in an external page. |
| Assistant Prompt | System-level prompt that shapes the assistant's personality and behaviour. An expand button opens a full-screen editor. |
| Welcome message | Rich-text (Quill editor) message displayed at the top of each new chat session. Supports bold, italic, lists, and alignment. |
Other actions
Clone
Click the Actions menu (three-dot icon) on any assistant in the sidebar, then Clone Assistant. A copy named \{original name\} - (Clone) appears at the top of the list immediately.
Delete
- Open the assistant editor.
- Click Delete (footer, bottom-left).
- Confirm in the modal: "Are you sure you want to delete: {name}?"
- The assistant is deleted. You are redirected to the dashboard.
Export
Click Export to download the assistant configuration as a .json file. The page does not navigate away.
Search and filter
On the dashboard sidebar:
- Search — type in "Search assistants..." for real-time filtering. Category buttons disappear while search is active.
- Category filter — click a category to expand an accordion showing its assistants. The full list remains visible below.
When no assistants match the search:
