Edit, Manage, and Re-Publish an Assistant

this guide explains how to update an existing ai assist after it has already been created and deployed use this guide when you need to add new or updated sops, faqs, or scripts change what the assistant should say or suggest turn voice or chat on or off enable or disable smart replies, transcript, or sentiment fix a wrong or outdated setup before you start make sure you already have at least one ai assist created the assistant is already deployed in the contact center it is mapped to at least one campaign you can make a real test call or start a real chat step by step guide step 1 open the assistant what to do log in to https //ai assist in exotel com/ https //ai assist in exotel com/ you will see a list of ai assist assistants find the assistant you want to update click edit what happens after this step the assistant opens in the same setup screens used during creation you can now review and change its settings step 2 edit basic details and behavior what to do update the assistant name if needed update the description update the purpose and behavior of the assistant this controls what kind of help the assistant gives to agents step 3 update reference documents what to do add new sops, faqs, or scripts remove outdated or wrong documents replace old files with new versions only upload documents that match the assistant’s use case what happens after this step the new documents are indexed and prepared for use they will not be used by agents until the assistant is re published step 4 change channels and features what to do you can enable or disable live transcript (voice only) smart replies real time sentiment what happens after this step the new settings are saved they will not affect agents until you re publish step 5 save changes what to do click save and next to complete the edit flow what happens after this step your updates are stored in ai assist agents still see the old version step 6 re publish the assistant what to do click publish what happens after this step the updated version becomes the new live version the old version is replaced this step is required for any change to take effect clear rules editing editing only saves changes it does not affect live agents re publishing re publishing makes changes active in ai assist agents still need the updated package if required testing the updated assistant only real interactions confirm success voice testing what to do make a real inbound or outbound call on a mapped campaign what to check transcript appears smart replies match the new documents sentiment is correct chat testing what to do start a real chat from a mapped queue what to check smart replies match the new documents no transcript panel is shown replies follow the new behavior