Manage Assistants

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

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.

You should see a table or list of assistants. Inactive assistants do not appear when creating a new record.

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 fields and save, or use the enable/disable toggle. Changes apply to new records.

Next steps

Create an AI assistant for your clinic or letter type.

Update an existing assistant’s settings or template.