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Managing Asite AI Agents

This article will explain how to access, edit, and delete Asite AI Agents.

Asite AI Agents includes AI Agents designed to help users work with Project information using integrated AI capabilities. Administrators can configure these agents for selected Projects and manage their availability.


Prerequisites

Privileges

Privilege

Description

Manage AI Admin

Allows users to access Manage AI under Administration Settings and configure AI Agents.

NOTE: The privilege listed above relate to configuring AI Agents and is enabled by the Asite Support Team.


System Requirements

Requirement

Description

Asite AI Agents Subscription

Provides access to AI Agents and enables their configuration and use.

NOTE: Asite AI Agents are available as add-on features and require a licence. For more information, contact your Customer Success Manager. If unsure who your Customer Success Manager is, contact the Customer Success Team.


How Do I Access AI Agents?

  1. Navigate to the Admin tab.

    TIP: If the Admin tab is not visible in the top navigation bar:

    • Click More.

    • Select Admin from the dropdown menu.

  2. Click Manage AI.

  3. Select AI Agents from the left navigation panel.

  4. The System Agents page opens, displaying the AI Agents.


How Do I Enable an AI Agent?

  1. Navigate to the System Agents page.

  2. Click +Add against the required Agent.

    TIP: Multiple AI Agents can be selected and added simultaneously.

  3. Click Done.

  4. In the pop-up, select the checkbox to accept the data processing terms.

  5. Click Agree and add.

  6. The selected AI Agent(s) will appear under System Agents.

    TIP: To add additional Agents from this page:

    • Click +Add System Agents (top-right).

    • From the System Agents pop-up, locate the required Agent and click Add.

    • Click Done.


How Do I Remove an AI Agent?

  1. Navigate to the System Agents page.

  2. Click the Delete icon next to the required AI Agent.

  3. In the Remove Agent pop-up, click Remove.

    TIP: Alternatively:

    • Select the AI Agent to open its configuration screen.

    • Click Remove Agent in the top-right corner.

    • In the Remove Agent pop-up, click Remove.

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