Skip to main content
Manage assistants from one place. You can see all assistants, edit their settings, or disable them when they are not needed.
1

Assistants list

Open the assistants section to see every assistant in your organisation. Each entry shows the name, linked template, and whether it is active.
List of AI assistants
2

Edit or disable

Open an assistant to change its name, template, or other settings. You can disable an assistant so it no longer appears when creating records.
Edit assistant or enable/disable toggle

​
Next steps

Create Assistant

Create an AI assistant for your clinic or letter type.

Update Assistant

Update an existing assistant’s settings or template.