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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.
1

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.
Assistant detail or edit screen
2

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.
Save or update confirmation

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Next steps

Manage Assistants

View and manage your AI assistants.

Create Assistant

Create an AI assistant for your clinic or letter type.