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Update Assistant Documentation #588
Description
Background
Several significant assistant features shipped in the last 2 months that are not yet reflected in the docs. This ticket covers the UI-visible changes that end users and org admins need to know about.
Changes to Document
- Manual Assistant Creation (Unified API: Create assistants manually glific-frontend#3754)
Assistants are now created manually via a unified API instead of being auto-created. Update any docs that imply assistants are automatically provisioned. The creation form requires the user to explicitly fill in model and configuration fields.
- Hardcoded Model Options (hardcode assistant model options in frontend glific-frontend#3802)
The model selection dropdown in the Create Assistant form now shows a fixed list of supported models instead of fetching them from the backend. Docs should note that only limited models are supported.
- Assistant Status Display in List (Display assistant status in the listing page glific-frontend#3829, Update assistant status handling and add newVersionInProgress field glific-frontend#3836)
The assistant listing page now shows a status chip for each assistant. Possible statuses to document:
- Ready — assistant is live and usable
- In Progress — a new version is being prepared
- Queued File Uploads for Knowledge Base (feat: queued assistant file uploads glific-frontend#3854)
Uploading files to an assistant's knowledge base now has improved behavior. Document:
- Each file shows individual upload progress
- Per-file error messages are shown on failure
- Failed uploads can be retried individually
- Saving is blocked while any uploads are in a failed state
- Files larger than 20 MB are rejected with a warning
- User-Initiated Assistant Cloning ( UI Support for User-Initiated Assistant Cloning glific-frontend#3857)
Users can now clone an existing assistant. Document:
- A Clone button is available on the assistant
- A confirmation dialog appears before cloning begins
- Status indicators show the clone progress: Pending → Completed / Failed
- Success and error notifications are shown after the operation
- This is only available for legacy assistants with knowledge bases (Created before February 10, 2026)
- Files will be downloaded from OpenAI and re-uploaded to the new assistant
References (PRs)
| PR | Feature |
|---|---|
| glific/glific-frontend#3754 | Manual assistant creation |
| glific/glific-frontend#3802 | Hardcoded model options |
| glific/glific-frontend#3829 | Status display in list |
| glific/glific-frontend#3854 | Queued file uploads |
| glific/glific-frontend#3857 | User-initiated assistant cloning |