Assistant Configurations

Assistant Configurations in the Admin Hub give administrators control over communication, security, pipeline behavior, and resource management across the AI deployment.

Overview

Configuration	Purpose
Announcements	Publish banner messages to users
Email Templates	Customize invitation emails for users and admins
Guardrails	Enforce PII detection and content restrictions
MCP Server	Manage Model Context Protocol servers and agent tools
Orchestration Settings	Configure the AI query processing pipeline
Rate Limits	Control query point consumption per user category
Scheduler Settings	Manage automated agent execution permissions
Attachment Settings	Control file attachment uploads and processing

Announcements

The Announcements feature lets administrators create, manage, and publish organizational messages as banners at the top of the user interface.

Navigation: Account Hub → Assistant Configurations → Announcements

Create an Announcement

1. Click Create Announcement.

2. Complete the required fields:

   Field	Details
   Name	Up to 80 characters
   Description	Up to 800 characters; supports bold, italic, underline, hyperlinks, colors, bullets, and numbered lists
   Announcement Type	Banner (currently the only option)
   Publish To	Everyone in the account, or specific agents/users

   

Actions

Action	Description
Preview	View the banner before publishing
Publish	Make the announcement visible (requires Name and Description)
Unpublish	Remove a published announcement from view
Delete	Permanently remove any announcement, published or not

Manage Published Announcements

Editing a published announcement prompts you to either Discard changes or Publish changes.

You must publish again to push changes to users. The system prompts you to publish or discard modifications to keep updates intentional and controlled.

End-User Experience

• Announcements appear as banners at the top of the screen.
• Multiple announcements rotate every 10 seconds.
• Each banner includes a Dismiss button:
  • Dismissing hides the banner for the current session.
  • The banner reappears after a page refresh or after one hour.

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Email Templates

Email Templates let you customize the invitation emails sent when users are added to the account, a workspace, or specific applications.

Navigation: Account Hub → Assistant Configurations → Email Templates

Template Categories

Admin Templates

Template	Sent When
Admin Invitation	A user is added as an Admin
Custom Admin Invitation	A user is assigned a custom admin role
Workspace Invitation	A user is invited to a specific workspace

Application Templates

Each provisioned application has a Member Invitation template sent when a user is added as a member. Each application maintains its own separate template.

Customize a Template

1. Use the toggle to enable or disable the template.
2. Click the template to open the editor.
3. Edit the subject line and email body.
4. Preview the email to verify appearance.
5. Add links to relevant resources (such as the Admin Console) for easy access.

Template Management

• Templates are organized by application; all provisioned applications appear in the list.
• Default subject and body text are provided and can be modified.
• Changes apply to all future invitations of that type.
• Admins and Custom Admins can review and adjust templates before the system sends invitations.

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Guardrails

Guardrails is a multi-layered security and compliance framework that automatically scans AI inputs and outputs to protect sensitive data and enforce content policies.

Navigation: Account Hub → Assistant Configurations → Guardrails

Setup

1. Go to Guardrails in Account Hub.

   

2. Review pre-configured PII detection rules.

3. Set up content restrictions for your organization.

4. Validate configurations using the integrated testing suite.

Interface Layout

The Guardrails interface has three sections: PII Settings, Ban Topics, and Testing Suite.

PII Settings

Pre-configured rules detect common PII types:

Rule	Detects
Email Address	Email patterns across various formats
Universal Phone Numbers	Domestic and international phone formats
Social Security Numbers	SSN patterns with format validation
Credit Card Numbers	Major credit card number formats

Add or Update a Rule

Create custom detection patterns using regular expressions:

Field	Description
Name	Unique identifier for the rule
Description	What the rule detects
Regex	Pattern used to match sensitive data
Action	How redacted data appears to non-authorized users

Action types:

Action	Behavior
Redaction	Removes sensitive data from text
Static Replacement	Substitutes with predefined safe text
Masking	Replaces with placeholder characters (e.g., **** or XXX)

Ban Topics

Ban Topics prevents AI models from engaging with prohibited subjects by dynamically modifying input prompts in real time, ensuring consistent compliance across all AI interactions.

Feature	Description
Template System	Pre-defined restriction sets based on common industry standards
Custom Prompts	Create detailed, context-specific content restrictions
Enable/Disable	Toggle built-in or custom restrictions individually as needed

Testing Suite

Validate guardrail configurations in an isolated environment before deploying them:

• Run full or targeted validation of PII rules and banned topics.
• Use manual, AI-driven, or batch test inputs, including boundary condition testing.
• Analyze results by rule, impact status, processing duration, and output.
• Preview data sanitization visually.

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MCP Server

The MCP Server feature lets administrators manage Model Context Protocol (MCP) servers, which expose agents as tools for task execution and workflow management. Currently, the MCP Server operates exclusively within the Agent Platform. Support for connecting external MCP-compatible clients is under active development and will be available in a future release.

Navigation: Account Hub → Assistant Configurations → MCP Server

Default MCP Server

The platform includes a pre-configured Default MCP Server available immediately, with no additional setup required. It includes:

• All pre-built agents, available as tools.
• Integrated enterprise knowledge sources.

The Default MCP Server is designed to work within the Agent Platform environment. Compatibility with third-party MCP clients is planned for a future release.

View Server Details

Each MCP Server has a unique URL used to connect external applications.

To access the Default MCP Server configuration:

1. Navigate to the MCP Server page.
2. Select Default MCP Server.
3. Copy the server URL from the dialog.

Key Features

Feature	Description
Pre-built Agent Integration	Access all platform agents as tools through a single server
Enterprise Knowledge Sources	Use organizational knowledge bases within agent workflows
URL-based Access	Connect external systems using the server URL
Copy Functionality	Copy server URLs directly from the interface

Orchestration Settings

Orchestration Settings is a pipeline management framework that lets administrators activate, configure, and manage individual components of the AI query processing workflow.

Navigation: Account Hub → Assistant Configurations → Orchestration Settings

Setup

1. Go to Orchestration Settings under Assist Configurations.
2. Review available pipeline components and their current status.
3. Configure components based on your organizational requirements.
4. Test the configuration with sample queries.
5. Monitor performance and adjust settings as needed.

Pipeline Components

Component	Function
Guardrail Enforcement	Applies safety and compliance checks to AI responses
Small Talk Handling	Enables casual, conversational responses for a natural user experience
Intelligent Agent Routing	Routes queries to the most appropriate agent based on intent
Enterprise Knowledge Lookup	Searches configured internal knowledge bases for accurate responses
Fallback to AI Knowledge	Uses LLM-derived knowledge when primary sources are unavailable

Guardrail Enforcement

Automatically applies security policies from your Guardrails configuration across all AI interactions.

• Enabled: Security policies enforce across all pipeline queries.
• Disabled: Enforcement is removed from the pipeline.
• Cannot be toggled here — controlled exclusively through the Guardrails interface.

Small Talk Handling

Enables casual, contextual conversation for an improved user experience.

• Toggle on or off based on organizational preferences.
• Uses professionally crafted, pre-configured prompts (not editable) to ensure a consistent brand voice.

Intelligent Agent Routing

Analyzes incoming queries and directs them to the most appropriate AI agent.

• Uses predefined routing algorithms optimized for accuracy and efficiency.
• Routing logic is locked to ensure consistent performance and scalability.

Enterprise Knowledge Lookup

Integrates your organization’s knowledge base into the AI query pipeline so responses draw from authoritative internal sources.

State	Behavior
Configured and Enabled	Knowledge base is queried automatically for all pipeline requests
Configured but Disabled	Knowledge base is accessible only through the compose bar’s agent selector
Not Configured	Component remains inactive until Enterprise Knowledge is set up

Enterprise Knowledge remains accessible through the compose bar’s agent selector even when disabled in the query pipeline.

Fallback to AI Knowledge

Provides responses from LLM knowledge when primary systems cannot respond adequately.

Option	Description
Toggle	Enable or disable based on operational requirements
LLM Model	Select from available language models
Web Search	Optional integration; available for supported models only
Custom Prompt	Editable prompt for tailored AI response behavior

Rate Limits

Rate Limits control how many query points users consume over a configurable time window, helping manage system resources and usage.

Navigation: Account Hub → Assistant Configurations → Rate Limits

Point Consumption

Query Type	Points	Examples
Simple	1 point	Small talk, context-free queries, GPT responses without knowledge
Advanced	3 points	GPT with knowledge, context-aware queries, follow-up queries

User Categories

Category	Description
Moderate Users	Default for all account users
Power Users	Added to a separate list; subject to different rate limits

Admins can add users to, remove users from, or clear the entire Power User list.

Time Windows

Select the duration over which points are tracked:

• 1 hour
• 3 hours
• 6 hours
• 12 hours

View point consumption per query in the Logs tab of the dashboard.

All queries — including small talk and interrupted queries — consume points. Points are not counted if an error occurs while answering a query.

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Scheduler Settings

Scheduler Settings lets administrators configure account-wide controls for automated agent execution, including availability, usage limits, and workspace permissions.

Navigation: Account Hub → Assistant Configurations → Scheduler Settings

Enable Scheduler

Control whether users can access scheduling functionality for agents.

State	Effect
On	Users can create and manage schedulers for their agents
Off	Scheduling is disabled for all users

Scheduling Limit per User

Set the maximum number of active schedulers each user can create simultaneously:

• No Limit
• 5 schedulers
• 10 schedulers
• 20 schedulers
• 30 schedulers

Select the limit that aligns with your organization’s automation needs and resource capacity.

Workspace Owner Permissions

When enabled, workspace owners can:

• Add schedulers during the agent creation workflow.
• Publish agents with pre-configured schedules.
• Set schedulers to run automatically for all end users.

End users receive agents with active schedulers but retain control to disable any scheduler they don’t need.

For agent-level scheduler configuration, see Schedule Trigger.

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Attachment Settings

Attachment Settings let administrators control whether end users can upload file attachments in the compose bar and configure how the platform processes those attachments.

Navigation: Account Hub → Assistant Configurations → Attachment Settings

Enable Uploading Attachments in Compose Bar

Use the Enable Uploading Attachments in Compose Bar toggle to control whether end users can upload files when asking queries.

State	Effect
On	End users see the attachment option in the compose bar and can upload files alongside their queries
Off	The platform hides the attachment option from the compose bar for all end users

You can enable attachment uploads only if at least one LLM model is configured in the platform. If no LLM model is available, the toggle remains disabled and the platform displays a banner prompting you to configure an LLM model first.

LLM Model Selection

When you enable attachment uploads, the platform displays an LLM model selection dropdown below the toggle.

• The platform selects the default LLM model automatically.
• You can change the LLM model used for processing attachments at any time.
• Changes to the LLM model take effect immediately for all subsequent queries.

Allow Attachments Larger Than Model Context

A separate toggle controls whether end users can upload files that exceed the selected model’s context size.

State	Behavior
Off	The platform restricts uploaded files to the selected model’s context size limit
On	The platform accepts files larger than the model’s context size and processes them using RAG (Retrieval-Augmented Generation)

When enabled, select one of the following RAG processing options:

Option	Description
Platform Built-in RAG	Uses the platform’s built-in RAG capability to process and retrieve content from large attachments. Displays a Select Embedding Model dropdown; the Kore embedding model is selected by default. Only embedding-capable models appear in the list.
LLM-Provided RAG	Uses the selected LLM’s native RAG or file-handling capabilities. Available only if the chosen LLM model supports the required APIs.

Switching between RAG options or changing the embedding model removes all currently uploaded files across the account. The platform prompts you to confirm before applying the change.

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