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Assistant Settings

This page allows you to configure a specific assistant within the QAnswer platform. You can :

  • choose the assistant's name and description
  • mark the assistant as favorite
  • see the selected Language
  • define if you want a use the assistant for a specific Task Type
  • duplicate the assistant
  • import/export the assistant settings and data
  • save or delete the assistant
note

the assistants name and description have an impact on agentic mode

Make Favorite​

You can mark an assistant as favorite by clicking on the star icon present :

  • On the assistant name input
  • On the AI Assistants list page, on the assistant line

Task Type​

You can define if you want to use the assistant for a specific Task Type (Search, Chat, Report Generator...) or for all Task Types. This will impact the link on the top bar, it will lead to the selected Task Type if specified, otherwise it will lead to the Task Type selection page.

Duplicate Assistant​

  • You can duplicate an existing assistant by clicking on the DUPLICATE ASSISTANT button. This will create a copy of the assistant with all its settings and data.
  • This will redirect you to the dupllicate assistant settings page where you can change the picture, name and description before using it.

Import/Export Assistant Settings​

  • You can export the assistant settings by clicking on the EXPORT AI ASSISTANT button.
  • You can choose to include or exclude the assistant's data (documents, conversations, etc.) in the export.
  • If you exclude the data, only the assistant's settings will be exported in a JSON file.
  • If you include the data, a ZIP file will be generated containing the JSON file and all the assistant's data.

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