Managing assistants

View, edit, and manage your assistants from the Assistants page in your workspace.

Assistants list

From Assistants in the sidebar you can:

• Search — Use the search bar to find assistants by name.
• Filter — Apply filters (e.g. use case, status) to narrow the list.
• Paginate — Move through pages when you have many assistants.

Each row shows the assistant name, use case, and last activity. Use the ⋮ menu on a row for actions.

Row actions

• View Assistant — Open the assistant detail page (instructions, knowledge, test chat).
• Edit — Open the assistant’s Chat Widget settings (appearance, display name, colors, initial message). You can change general settings and instructions from the assistant detail page.
• Delete — Permanently delete the assistant. You’ll see a confirmation explaining that this removes all conversations with this assistant, all knowledge base content, and all related analytics. This cannot be undone.

Bulk actions

• Select one or more assistants with the checkboxes.
• Use Delete All to delete the selected assistants. The same confirmation and permanent data removal apply as for a single delete.

Where to edit what

• Name, description, instructions, knowledge — Assistant detail page (click the assistant or View Assistant).
• Widget appearance (logo, colors, initial message) — Row menu Edit, or Workspace → Chat Widget tab and select the assistant.