Enhance & customize your Assistant

The Enhance & Customize panel allows you to update the configuration, behavior, or training data of an existing AI assistant without creating a new one. This is useful when:

• You want to add or replace documents

• You want to adjust the assistant’s profile (description, capabilities, tone)

• You want to update operational settings

• You want to attach or detach workflows (n8n, internal automations)

• You want to enable or disable automatic updates

• You want to refine the assistant over time as new data becomes available

Updating an assistant does not interrupt its availability and does not affect ongoing user operations. Users can continue interacting with the assistant while updates are applied in the background.

1. Access the assistant settings

1. Go to your Workspace

2. In the left sidebar, select the assistant you want to update

3. Click Enhance & Customize

You will be redirected to the assistant’s configuration page, where you can:

• Add new data sources

• Modify the assistant profile

• Update advanced parameters

• Toggle auto-update

• Adjust or remove update rules

• Trigger a manual update

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2. Update without adding new data (Profile-Only Update)

You can update any assistant without uploading a new file or data source.

For example, you may want to:

• Adjust the assistant’s description

• Change the target audience or tone

• Modify system behavior

• Update metadata

• Change workflow connections (n8n or internal)

• Refresh configuration parameters

In this case, simply edit the fields you need and click Update at the bottom of the page.

No data re-training will occur unless new files are provided.

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3. Enhance the assistant with new data

When uploading new documents or datasets, you must choose one of two behaviors:

Option A — Enhance existing model with new data

(Recommended when the new information expands the same domain or spec family.)

• The assistant keeps all previously indexed data

• New data is added on top

• The assistant becomes more complete and knowledgeable

Use this when you want continuity across versions of specifications, processes, internal documentation, etc.

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Option B — Replace existing data (do NOT enhance)

If you leave this option unselected:

• All previously indexed data for this assistant is deleted

• Only the newly uploaded data will be used

• This provides a clean, isolated dataset

Use this when you want to reset the assistant, switch domains, or rebuild from scratch.

To conlcude:

When uploading new data, you can decide whether you want to enhance existing model with new data or not. → If selected, il will keep the existing data and enhance it with the new one. → if not selected, it will delete all the existing data and only work with the new data

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4. Auto-Update

The Auto Update feature allows the assistant to automatically re-train itself at a specified interval.

This is useful when:

• Input files are stored in external sources updated frequently

• Specifications receive monthly releases

• Documentation portals refresh automatically

• You want fully autonomous maintenance with no manual intervention

To enable Auto Update:

1. Toggle Auto update

2. Set the update frequency (e.g., every 1 day, 5 days, or 30 days)

3. The assistant will automatically re-index and rebuild at the chosen interval

You can also click Remove Autoupdate at any time to disable this behavior.

Auto updates do not interrupt the availability of the assistant. Users can continue to interact with it during updates.

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5. Save the Changes

Once all modifications are done:

1. Scroll to the bottom

2. Click Update

The system will rebuild and apply the new parameters. Your assistant remains active and available during the entire process.