Skip to main content

Update an Assistant

Learn how to modify and update your existing AI assistant settings and configurations.

Overview

As your requirements evolve, you may need to update your assistant's settings, capabilities, or behavior. This guide shows you how to make these updates.

Updating Assistant Settings

1. Access Your Assistant

Navigate to the Assistants dashboard and select the assistant you want to update.

2. Modify Basic Information

You can update:

  • Name: Change the assistant's display name
  • Description: Update the purpose description
  • Status: Enable or disable the assistant

3. Update Configuration

Modify advanced settings:

  • Response Parameters: Adjust temperature, max tokens, etc.
  • Data Sources: Add or remove knowledge bases
  • Integrations: Connect or disconnect external services

4. Version Control

Each update creates a new version of your assistant, allowing you to:

  • Track changes over time
  • Revert to previous versions if needed
  • Test new configurations safely

5. Save Changes

Click "Save" to apply your updates. The changes will take effect immediately for new conversations.

Best Practices

  • Test updates in a staging environment first
  • Document major changes for your team
  • Monitor performance after updates
  • Keep backup versions of critical configurations

Next Steps