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Update Assistant Documentation #588

@shijithkjayan

Description

@shijithkjayan

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

  1. 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.

  1. 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.

  1. 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
  1. 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
  1. 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

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