Assistants

List the assistants in this organization.

Read a single assistant's full configuration (instructions, model, settings, channels, contact properties). Use it before editing with Replace in Instructions so the find text matches exactly.

Create a new assistant as a draft. Only the name is required; instructions and model are optional and can be refined afterwards with Update Assistant, Update Assistant Settings and the channel actions. Confirm the details with the user before creating.

Rename an assistant or rewrite its full instructions (system prompt). Instructions OVERWRITE the existing ones: for small targeted edits prefer Replace in Instructions. Confirm the change with the user before saving.

Find and replace exact text in an assistant's instructions. Replaces every occurrence by default; pass all=false for the first match only. Read the assistant with Get Assistant first so the find string matches exactly.

List the AI models an assistant can run on, with tier, latency and intelligence. Pick a model id from here for Update Assistant Settings.

Update assistant settings: model, language, timezone and conversation behavior (greetings, follow-ups, auto-resolve, CSAT, tools). Only provided inputs change.

List the channels (WhatsApp, Telegram, Messenger, web widget, email, ...) an assistant is connected to, with their enabled state and any connection error.

Link a channel (Telegram, WhatsApp, Slack bot, email, ...) to an assistant so it answers there, backed by an existing connection.

Enable or disable a channel (WhatsApp, Telegram, Messenger, web widget, email, ...) on an assistant. A disabled channel stops receiving and sending messages. To link a NEW channel use Create Assistant Channel.

List the connection actions enabled on an assistant, with their enabled state.

Enable or disable a connection action on an assistant.

Give an assistant access to a contact property: read (AI sees it in context) or write (AI can also update it via the update contact tool). Adds the property or changes its mode; other properties are untouched. Find field ids in Get Assistant (contact_fields) or the contacts table schema.

Remove a contact property from an assistant's whitelist so the AI no longer sees or updates it.