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Assistant (AI) settings

Switch the AI assistant on or off for the whole platform, and write the business rules it must follow.

Where: /admin/assistantWho: Platform super-admins
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Global switch

“Global switch. When off, the assistant is hidden everywhere and chat is refused.” Use it if no AI model is available — users then see no assistant button at all rather than errors.

Business Rules

“A policy block injected into every assistant conversation. Write imperative musts/must-nots.” Type your rules and press Save rules. Good rules are specific, e.g. “Never suggest disabling antivirus”, “Always mention a restart before running Windows updates”.

The Knowledge Base card explains that the assistant quotes from published KB articles; Manage Knowledge Base → opens Knowledge Base.

The assistant’s name

The name users see is set in Platform settings → AI Provider → Assistant identity → Assistant name → Save name. It appears in the sidebar, the top-bar button and the chat.

Related help

Platform settings
Defaults and keys applied across every tenant: AI provider, voice dictation, reCAPTCHA, default branding, integrations, learning corpus, email and billing email.
The assistant
A technician-facing diagnostic copilot: ask about a device, get a fix drafted, summarise sessions. It suggests; it never runs anything by itself.
Knowledge Base
Write articles, runbooks and FAQs for your team; published articles also help the assistant answer.