Edit a chat assistant

Edit a chat assistant.

Avant de commencer

See View assistants

Role required: virtual_agent_admin or admin

Pourquoi et quand exécuter cette tâche

When editing a chat assistant, actions may differ.

Tableau 1. Actions that can be taken for default assistants

Assistant type	Activate	Deactivate	Edit	Test	Delete
Now Assist in Virtual Agent (default)	Yes	Yes	Yes	Yes	No
Now Assist panel - Platform (default)	Yes	Yes	Yes (except for name and description)	Yes	No
Now Assist panel - Developer	Yes	Yes	Yes (with limited configuration)	Yes	No
Now Assist Voice Deployment (default)	Yes	Yes	Yes	No	No

Procédure

1. Navigate to All > Assistant Designer.
2. From the Assistants tab, select Edit for the assistant that you want to edit.

   If you’re only able to view an assistant and are unable to edit it, it’s because you don’t have permission to edit the assistant in a specific domain. For more information about assistants in different domains, see View assistants.

   Edit mode opens the assistant in a sub-tab where you can manage and test your chat assistant.

   The sub-tab shows the assistant name and whether it's a chat or voice assistant.

   The Overview page shows the following components:

   • Assistant name
   • Assistant status: active or inactive
   • Assistant hierarchy: primary or secondary assistant. This section only appears if an assistant is set as a primary or secondary assistant.
   • Assistant description
   • Display experience
   • Additional chat features: web search mode, response streaming, document uploads, closed chats, and voice input (for Now Assist panel Platform assistant).
3. From the Overview page, select the appropriate button or link to make your edits.

   Figure 1. Overview page when editing an assistant

   

   The main action buttons include:

   • Save: Saves updates made to the assistant configuration.
   • Test assistant: Test panel is an overlay. At the moment, voice assistants can’t be tested.
   • Activate/Deactivate: Turn on or off an assistant. One or more display experiences must be selected to activate an assistant.

   1. To edit chat features, select the Edit chat features link. The Settings > Additional chat features page is displayed. For more information about web search mode, response streaming, document uploads, closed chats and voice input, see Enable additional chat features.
   2. Customize assistant settings by selecting Go to settings link. For more information, see Create a chat assistant.
   3. To add a display experience, select the Go to display experiences link. For more information, see Display your chat assistant on a portal, channel, or mobile app. For Now Assist panel assistants, see Display your assistant on Platform or ServiceNow Studio.
   4. To migrate NLU topics, select the Migrate topics link. The Topic Migration application opens a new browser tab. For more information, see Migrate NLU topics to LLM topics.
   5. To manage promoted assets, select the Manage button. The Information sources > Promoted page is displayed. All the assets that have been manually promoted for the assistant are shown.
4. From the Information sources tab, select the page that needs editing.

   Figure 2. Edit information sources

   

   • In Search sources, assign search sources to a chat assistant. Search sources are used to determine what the assistant looks at to answer user queries. If there were any search configurations that were previously done, those configurations would remain. For more information, see Assign search sources to a chat assistant.
   • In Knowledge Graphs, edit your Knowledge Graph schema to represent semantic relationships in your data. For more information, see Add a Knowledge Graph schema to a chat assistant.
   • In Asset types, add assets or migrate NLU topics. For more information, see Add assets to a chat assistant.
   • In Asset visibility, all assets that are assigned to the assistant are shown.
     • Discoverable: The asset can be matched to the user utterances.
     • Visible: The asset is visible to the end user when Show me everything is selected.
     • Promoted: Promoted assets are shown on the assistant as the top welcome pill buttons when the user accesses the assistant. The maximum number of promoted assets is 6.
       • The number of manually promoted assets is shown.
       • The assets that have been manually promoted are shown, including asset name, asset description, asset type, and the condition label.
       • The manually promoted assets can be reordered.
       • When a promoted asset is deleted by selecting the trash can icon, the asset is demoted from the assistant. The asset still exists within the assistant.
       • When you select Add Assets you can select an Asset Type from the drop-down menu and then select a specific existing asset. Select Save to promote the asset.
5. From the Settings tab, select the page that needs editing.

   Figure 3. Edit assistant settings

   

   • In Basic details, you can edit the name and description of the assistant. Names can't be duplicative of another assistant. You can set your assistant as a primary assistant and link it to secondary assistants.
     Remarque :

     For Now Assist panel Platform and Developer assistants, the basic details, such as name and description, can't be edited. For more information, see Create a chat assistant.
   • In AI agent support, you can prioritize AI agents during skills discovery. For more information, see Use agentic support for a chat assistant.
   • In Display experiences, you can select at least one portal, or integrate with your preferred messaging channels, to display your assistant. For more information, see Display your chat assistant on a portal, channel, or mobile app.
   • In Branding, the option selected only applies to the standard chat experience. For more information, see Brand an assistant.
   • In Chat experience, you can edit your greeting and closing messages, and fallback options. For more information, see Manage an assistant chat experience.
   • In Additional chat experience, by default, all chat experiences except web search, are turned on. For more information, see Enable additional chat features.