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Assistant Configuration

This guide covers how to configure the AI Assistant’s behavior and capabilities for your organization.

Accessing Assistant Settings

Section titled “Accessing Assistant Settings”
  1. Go to Workspace settings > Setup > Assistant
  2. Configure the available options

Settings Tab

Section titled “Settings Tab”
Section titled “Web Search”

Control whether the AI Assistant can search the web for information.

  • Enabled — AI can search the web when internal data is insufficient
  • Disabled — AI only uses connected data sources

File Uploads

Section titled “File Uploads”

Control whether users can upload files directly to the AI Assistant.

  • Enabled — Users can attach files to queries
  • Disabled — File upload is not available

Chat History

Section titled “Chat History”

Control whether chat conversations are saved.

  • Enabled — Conversations are saved and searchable
  • Disabled — Conversations are not retained

Advanced Tab

Section titled “Advanced Tab”

Custom Instructions

Section titled “Custom Instructions”

Add organization-specific instructions for the AI Assistant. These instructions help customize responses for your organization’s context.

Examples:

  • Specific terminology to use
  • Formatting preferences
  • Topics to avoid
  • Default assumptions

Configuration Best Practices

Section titled “Configuration Best Practices”

For Security-Conscious Organizations

Section titled “For Security-Conscious Organizations”
  • Disable web search to keep responses internal-only
  • Review what features users need before enabling

For Maximum Functionality

Section titled “For Maximum Functionality”
  • Enable all features
  • Use custom instructions to guide behavior
  • Monitor usage and adjust as needed

For Compliance

Section titled “For Compliance”
  • Consider data retention requirements when configuring chat history
  • Document your configuration choices
  • Review settings periodically

User Impact

Section titled “User Impact”

Changes to assistant settings affect all users:

  • Settings take effect immediately
  • Users are not notified of changes
  • Consider communicating significant changes

Troubleshooting

Section titled “Troubleshooting”
Section titled “AI Not Using Web Search”
  • Verify web search is enabled
  • The AI may determine internal data is sufficient
  • Check that the feature is not disabled by policy

Custom Instructions Not Working

Section titled “Custom Instructions Not Working”
  • Ensure instructions are saved correctly
  • Test with specific queries
  • Keep instructions clear and concise

Users Cannot Upload Files

Section titled “Users Cannot Upload Files”
  • Verify file uploads are enabled
  • Check file type and size limits
  • Review user permissions

Next Steps

Section titled “Next Steps”