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Administration

Configure Shared Assistant Settings

Manage default chatbot text and behaviour shared across assistants.

5 stepsAbout 4 minutesVerified 2026-07-22
Start guided walkthroughOpen workspace

Before you start

  • •Sign in to the Hub with access to this workspace.

You will finish with

  • •You can explain what Configure Shared Assistant Settings is for and choose the correct next action.

Safety and data checks

  • • Shared defaults can change several customer-facing assistants at once; preserve the previous value for rollback.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Configure Shared Assistant Settings

    Use the Hub navigation to open Configure Shared Assistant Settings. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Configure Shared Assistant Settings is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Shared settings contains the assistant defaults used when a Sales, Support, or Estimate chatbot does not provide its own override. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Confirm whether the value is truly shared or belongs in one assistant's prompt or model section before editing. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Change one verified default, save it, then test the affected assistant without sending customer communication. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    Shared defaults can change several customer-facing assistants at once; preserve the previous value for rollback. This orientation ends before any irreversible or customer-facing submission.

    Shared defaults can change several customer-facing assistants at once; preserve the previous value for rollback.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.