Product documentation

Assistants dashboard

Create and manage scripted assistants inside your workspace.

The Assistants dashboard (/app/assistants) lists every scripted bot in the workspace. Filter by All, Live, Draft, or Paused; sort by recently updated, name, sessions, or node count; switch between grid, chart, and list views. Counts and cards are always loaded from your workspace — nothing is pre-seeded.

Assistants dashboard with workspace navigation, empty-state card, and runtime health panel
Use the Assistants dashboard as the implementation queue for deterministic bots. Empty-state projects still expose creation, docs, runtime health, and audit context.
  • Live usage line — agents · drafts · conversations (30d) from GET /v1/workspaces/usage.
  • Sketch → bot card — opens /app/assistants/new wizard.
  • Runtime health sparkline — sum of assistant daily_sessions[] across workspace (zeros when empty).

Creating an assistant

  • Start blank — empty assistant with a placeholder intent.
  • Import — Draw.io, PDF, Word, or image via the 3-step wizard (see New assistant wizard).
  • Re-open /app/assistants/new anytime from the dashed card.

Implementation order

  1. Create or import the Assistant, then rename it to the customer-facing job it owns.
  2. Build intents first, because each intent owns the sub-flow users will actually run.
  3. Add entities and tools only after the happy path is readable on the canvas.
  4. Use Test & simulator before Channels so runtime issues are caught while the bot is still private.
  5. Publish only after import review, validation blockers, and origin allowlists are clean.

Assistant editor rail

SectionTabs
BuildFlow, Intents, Entities, Tools, Small talk, Events, Knowledge, Python
OperateTest, Channels, History, Change log, Analytics
MoveImport, Export, Versions, Publish
SettingsAgent name, locale, timeouts, delete

The floating simulator (bottom-right) is available on every Assistant tab for quick testing.