AI Assistant
AI chat, prompt templates, functions, model configuration, agent plans, and usage analytics.
AI Assistant
AI chat, prompt templates, functions, model configuration, and usage analytics.
For statuses and Actions (agent plans Approve/Reject/Execute; Functions/Models/Prompts Activate/Deactivate/Test run/Preview), see AI Assistant Document Flow. Platform hub: Target Document Flow.
#Overview
Configure models and prompts, register callable functions, and use chat with optional agent plans that require approval before mutating tenant data.
#Assistant setup
Configure providers and connection settings. Use Test connection on the Settings screen before production traffic.
#Prompt templates
Author templates, then Preview, Activate, or Deactivate from the Prompts row menu.
#Function calling
Register functions, Test run, then Activate / Deactivate as needed.
#Agent plans
High-risk writes go through plan approval (AwaitingApproval → Approve / Reject → Execute). See the document-flow guide for the full matrix.
#Usage analytics
Review usage on the AI Assistant dashboard according to your operational policies.
#Troubleshooting
| Issue | Resolution |
|---|---|
| Activate missing | Function/model/prompt already active — use Deactivate |
| Approve disabled | Plan not in AwaitingApproval |
| Test connection failed | Check API keys and provider endpoints |