Guide
Managing Assistants
This page explains the Assistants list and what an "assistant" represents. It is for administrators who want to see, enable/disable, or remove existing assistants.
Navigate to Addons → AI Copilot Suite → Assistants.
What is an assistant?
An assistant is a configured AI persona: a combination of an AI provider, a chat model, instructions (system prompt), a display identity (name and icon), a welcome message, and routing rules that decide when this particular assistant is shown to a client or visitor instead of another one.
You can define multiple assistants — for example, a general support assistant for most pages, and a specialized sales assistant that only appears on the domain-registration and cart pages.
Note
A default assistant is automatically created on upgrade from a prior version's legacy settings. On a fresh install, the list starts empty with the message "No assistants yet."
Assistants list
Once at least one assistant is saved, the list view shows:
| Column | Meaning |
|---|---|
| Name | Internal name of the assistant |
| Provider | The AI provider this assistant uses |
| Model | The chat model this assistant uses |
| Route priority | Determines which assistant wins when more than one could match the current page/department |
| Status | Enabled or Disabled |
| Actions | Edit, Delete |
Actions
| Action | Effect |
|---|---|
| + Add assistant | Opens the Add assistant form |
| Edit | Opens the same form pre-filled for an existing assistant |
| Delete | Removes the assistant (confirmation required) |
Warning
Deleting an assistant that is actively referenced by ongoing conversations, or that is the only assistant matching a page/department, will affect where the widget appears. Reassign or disable routing carefully before deleting.
Troubleshooting
| Problem | Fix |
|---|---|
| The wrong assistant appears on a page | Review WHMCS page templates and Route priority on each assistant — see Adding an Assistant |
| No assistant appears at all | Confirm at least one assistant is Enabled and, in Settings → General, that Default widget assistant is set to "Auto" or to a specific enabled assistant |
Next step
Continue to Adding an Assistant.