Manage and edit instruction sets

Learn how to keep your agent configurations updated as business contexts and data fields evolve.

Select the target configuration row in the Insights Assistant Configuration list view to open the details sidebar, and follow these steps:
  1. Click the Edit button in the sidebar.
    Editing instruction sets
  2. Modify the name, description, assigned roles, or instruction text as needed.
  3. Review the on-screen best practice guidelines displayed above the textbox.
  4. Click Save to commit the updates to the database.