Update Assistant

Update an assistant when you want to change its name, template, or how it generates content. Changes apply to new records that use that assistant.

Open the assistant

From the assistants list, open the assistant you want to update. You will see its current name, template, and any other options.

You may need admin or assistant management access to update. You should see editable fields for name, template, and settings.

Save changes

Edit the fields you need (for example template or output format) and save. New letters created with this assistant will use the updated settings.

Existing letters are unchanged; only new records use the updated assistant settings.

Next steps

View and manage your AI assistants.

Create an AI assistant for your clinic or letter type.