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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

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

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.