> ## Documentation Index
> Fetch the complete documentation index at: https://reedai-07fa30f1.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Assistants

> Organize, edit, share, and maintain your custom AI assistants

## Assistant Management Overview

As you build more assistants, effective management becomes essential. Organize, update, share, and maintain your assistants to keep them useful and accessible.

<Note>
  Good assistant management ensures your team can find and use the right assistant for each task.
</Note>

## Viewing Your Assistants

Access and browse all your assistants.

### Assistant Library

<Steps>
  <Step title="Open assistant library">
    Click **Assistants** in the sidebar or press `Cmd/Ctrl + K`
  </Step>

  <Step title="Browse by category">
    * ⭐ **Starred**: Your favorites (quick access)
    * 👤 **My Assistants**: Assistants you created
    * 👥 **Team Assistants**: Shared by your organization
    * 🌟 **Built-in**: Pre-configured by ZeroTwo
    * 📁 **By Folder**: Custom organization
  </Step>

  <Step title="Search and filter">
    * Search by name or description
    * Filter by tags, tools, or model
    * Sort by: Recent, Most used, Alphabetical
  </Step>
</Steps>

### Assistant Details

Click any assistant to view:

* Name, description, and icon
* Creator and creation date
* Last modified date
* Usage statistics
* Enabled tools
* Model configuration
* Tags and categories
* Reviews/ratings (for shared assistants)

## Organizing Assistants

Keep your assistant library structured.

### Starring Assistants

Mark frequently used assistants:

<Steps>
  <Step title="Open assistant">
    Navigate to the assistant
  </Step>

  <Step title="Click star">
    Click the ⭐ icon next to the assistant name
  </Step>

  <Step title="Quick access">
    Starred assistants appear at the top of your library
  </Step>
</Steps>

**Keyboard shortcut**: `S` (while viewing assistant)

### Creating Folders

Organize assistants into folders:

<Steps>
  <Step title="Create folder">
    Assistant Library > **+ New Folder**
  </Step>

  <Step title="Name folder">
    Examples:

    * "Development Tools"
    * "Content Creation"
    * "Client Work"
    * "Personal"
  </Step>

  <Step title="Add assistants">
    Drag assistants into folders or use context menu
  </Step>
</Steps>

### Tagging

Add tags for easy filtering:

**Common tags**:

* By function: `code-review`, `writing`, `analysis`
* By project: `project-alpha`, `client-acme`
* By status: `production`, `testing`, `deprecated`
* By team: `engineering`, `marketing`, `sales`

**Add tags**: Assistant Settings > Tags > Add Tag

## Editing Assistants

Update and improve your assistants.

### Basic Edits

<Steps>
  <Step title="Open assistant settings">
    Select assistant > Click ⚙️ Settings icon
  </Step>

  <Step title="Make changes">
    Update any configuration:

    * Name and description
    * System instructions
    * Tools and capabilities
    * Model selection
    * Knowledge base
  </Step>

  <Step title="Test changes">
    Use the test panel to verify updates
  </Step>

  <Step title="Save">
    Click **Save Changes**

    <Check>
      Updates apply immediately to new conversations.
    </Check>
  </Step>
</Steps>

### Version History

Track changes over time (Pro/Enterprise):

**View versions**:

* Assistant Settings > **Version History**
* See all past configurations
* View what changed in each version
* Restore previous versions if needed

**Create version**:

* Manually: Click **Save as New Version**
* Automatically: Major changes auto-create versions

### Duplicating Assistants

Create copies for experimentation:

<Steps>
  <Step title="Select assistant">
    Right-click assistant or open menu
  </Step>

  <Step title="Click Duplicate">
    Select **Duplicate Assistant**
  </Step>

  <Step title="Rename copy">
    Give it a distinct name:

    ```
    Original: "Code Reviewer"
    Copy: "Code Reviewer - Experimental"
    ```
  </Step>

  <Step title="Modify freely">
    Test new configurations without affecting the original
  </Step>
</Steps>

**Use cases**:

* Test different instructions
* Create specialized versions
* Share modified copies with team
* Backup before major changes

## Sharing Assistants

Collaborate with your team.

### Share with Team

<Tabs>
  <Tab title="Project Sharing">
    **Share within a project**:

    <Steps>
      <Step title="Open assistant settings">
        Select assistant > Settings
      </Step>

      <Step title="Click Share">
        Click **Share with Team**
      </Step>

      <Step title="Select project">
        Choose which project(s) to share with
      </Step>

      <Step title="Set permissions">
        * **Can use**: Team can use assistant
        * **Can view**: Team can see configuration
        * **Can edit**: Team can modify (careful!)
      </Step>

      <Step title="Share">
        Assistant appears in team's library
      </Step>
    </Steps>
  </Tab>

  <Tab title="Organization Sharing">
    **Share with entire organization** (Team/Enterprise):

    <Steps>
      <Step title="Submit for approval">
        Assistant Settings > **Share with Organization**
      </Step>

      <Step title="Add details">
        * Category
        * Use cases
        * Documentation
        * Example conversations
      </Step>

      <Step title="Submit">
        Organization admins review
      </Step>

      <Step title="After approval">
        Assistant appears in org library
      </Step>
    </Steps>
  </Tab>

  <Tab title="Public Marketplace">
    **Publish to marketplace**:

    <Steps>
      <Step title="Prepare assistant">
        * Test thoroughly
        * Write clear description
        * Add example conversations
        * Create screenshots
      </Step>

      <Step title="Submit">
        Assistant Settings > **Publish to Marketplace**
      </Step>

      <Step title="Review process">
        ZeroTwo team reviews (24-48 hours)
      </Step>

      <Step title="Published">
        Available to all ZeroTwo users
      </Step>
    </Steps>

    <Info>
      You can earn revenue from popular marketplace assistants (Enterprise).
    </Info>
  </Tab>
</Tabs>

### Managing Shared Assistants

**Track sharing**:

* See who has access
* View usage statistics
* Monitor feedback/ratings
* Update for all users

**Revoke access**:

* Remove from specific projects
* Unpublish from organization
* Delist from marketplace

## Deleting Assistants

Remove assistants you no longer need.

<Warning>
  Deleting an assistant is permanent and affects anyone it's shared with.
</Warning>

<Steps>
  <Step title="Select assistant">
    Find the assistant to delete
  </Step>

  <Step title="Open menu">
    Click ⋮ menu > **Delete Assistant**
  </Step>

  <Step title="Confirm deletion">
    Review impact:

    * Conversations using this assistant remain
    * Shared users lose access
    * Cannot be undone
  </Step>

  <Step title="Type name to confirm">
    Type assistant name to verify
  </Step>

  <Step title="Delete">
    Assistant is permanently removed
  </Step>
</Steps>

**Alternative**: Archive instead of delete to preserve for reference.

## Usage Analytics

Track how assistants are performing (Pro/Enterprise).

### Metrics Available

<CardGroup cols={2}>
  <Card title="Usage Stats" icon="chart-line">
    * Total conversations
    * Messages exchanged
    * Active users
    * Usage trends
  </Card>

  <Card title="Performance" icon="gauge">
    * Average response time
    * Success rate
    * User satisfaction
    * Tool usage
  </Card>

  <Card title="User Feedback" icon="star">
    * Ratings and reviews
    * Common issues
    * Feature requests
    * Improvement suggestions
  </Card>

  <Card title="Costs" icon="dollar-sign">
    * API calls by model
    * Token usage
    * Tool costs
    * Total spending
  </Card>
</CardGroup>

**Access**: Assistant Settings > Analytics

### Using Analytics

<AccordionGroup>
  <Accordion title="Identify popular assistants">
    **Find what works**:

    * High usage indicates value
    * High satisfaction shows quality
    * Share best practices from top assistants
    * Invest in improving popular ones
  </Accordion>

  <Accordion title="Improve underperforming assistants">
    **Fix issues**:

    * Low usage: Unclear purpose or hard to find?
    * Low satisfaction: Configuration issues?
    * High errors: Tools or instructions problems?
    * Poor feedback: Not meeting user needs?
  </Accordion>

  <Accordion title="Optimize costs">
    **Reduce spending**:

    * Switch expensive models to cheaper alternatives
    * Optimize prompts for fewer tokens
    * Cache common responses
    * Disable unused tools
  </Accordion>
</AccordionGroup>

## Maintenance Best Practices

<AccordionGroup>
  <Accordion title="Regular reviews">
    **Monthly assistant audit**:

    * [ ] Check usage statistics
    * [ ] Review user feedback
    * [ ] Test with recent queries
    * [ ] Update outdated information
    * [ ] Verify tool connections
    * [ ] Update knowledge base
    * [ ] Refine instructions

    **Set calendar reminder** for monthly reviews.
  </Accordion>

  <Accordion title="Keep instructions current">
    **Update for changes**:

    * Technology updates (new framework versions)
    * Process changes (new workflows)
    * Team feedback (common requests)
    * Tool updates (new capabilities)
    * Best practice evolution
  </Accordion>

  <Accordion title="Monitor performance">
    **Watch for issues**:

    * Increased error rates
    * Negative feedback
    * Declining usage
    * Slow response times
    * Tool failures

    **Set alerts** for performance issues.
  </Accordion>

  <Accordion title="Document changes">
    **Maintain change log**:

    ```
    ## Version 2.1 - 2024-03-15
    - Updated React instructions for v18
    - Added TypeScript examples
    - Improved error handling guidance
    - Fixed: Incorrect hook advice

    ## Version 2.0 - 2024-02-01
    - Major instructions overhaul
    - Added code review checklist
    - New knowledge base documents
    ```
  </Accordion>
</AccordionGroup>

## Import/Export

Move assistants between environments.

### Exporting Assistants

<Steps>
  <Step title="Select assistant">
    Choose assistant to export
  </Step>

  <Step title="Export configuration">
    Settings > **Export** > Choose format:

    * JSON (complete config)
    * Markdown (readable format)
    * YAML (deployment configs)
  </Step>

  <Step title="Save file">
    Download configuration file
  </Step>
</Steps>

**Use cases**:

* Backup assistants
* Share outside ZeroTwo
* Version control
* Deploy to production

### Importing Assistants

<Steps>
  <Step title="Click Import">
    Assistant Library > **Import Assistant**
  </Step>

  <Step title="Upload file">
    Select exported JSON/YAML file
  </Step>

  <Step title="Review configuration">
    Verify settings before importing
  </Step>

  <Step title="Import">
    Assistant is added to your library
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Assistant not appearing">
    **Check these**:

    * Refresh page
    * Check filters (might be hidden)
    * Verify not archived
    * Check project/org access
    * Look in correct folder
  </Accordion>

  <Accordion title="Can't edit assistant">
    **Possible reasons**:

    * You're not the creator
    * Shared as read-only
    * Organization-locked (Enterprise)
    * Assistant is archived

    **Solution**: Duplicate to create editable copy
  </Accordion>

  <Accordion title="Shared assistant not visible to team">
    **Troubleshoot**:

    * Verify sharing settings
    * Check team member access
    * Confirm in correct project
    * Wait for sync (may take minutes)
    * Check organization policies
  </Accordion>

  <Accordion title="Analytics not showing">
    **Requirements**:

    * Pro/Enterprise plan
    * At least 24 hours of data
    * Minimum usage threshold
    * Analytics enabled in settings
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="View Examples" icon="lightbulb" href="/assistants/examples">
    See complete example configurations
  </Card>

  <Card title="Create Assistant" icon="plus" href="/assistants/create">
    Build a new custom assistant
  </Card>

  <Card title="Behavior & Tone" icon="palette" href="/assistants/behavior-and-tone">
    Fine-tune assistant personality
  </Card>

  <Card title="Projects" icon="folder" href="/projects/create-project">
    Organize assistants by project
  </Card>
</CardGroup>

<Check>
  Well-managed assistants remain useful and effective over time!
</Check>