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The Assistant is an in-app chat that connects you to AGO’s own agent while you work in the admin interface. Ask it about your account, search your knowledge base, or get a quick summary of your conversations without leaving the page you’re on. It can also take you to the right admin page.

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Open the Assistant

1

Sign in to the admin interface

Open your AGO admin interface and sign in.
2

Open the Assistant

Press ⌘K (Mac) or Ctrl+K (Windows/Linux). A companion panel opens on the right, alongside the page — the rest of the admin interface stays usable while you chat. There is no on-screen button; the keyboard shortcut is how you open and close it.
3

Ask a question

Type your question in the message box and press Enter. Press ⌘K / Ctrl+K again, or the X in the panel header, to close it — it reopens with your conversation, which is kept even after you refresh the page. Use New conversation to start fresh.

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What you can ask

The Assistant answers from the same knowledge and tools your customer-facing agent uses. A few examples:
  • “What changed in our knowledge base this week?”
  • “Summarize my open tickets.”
  • “How do I add a new agent?”
You can also attach a file to a message when your question refers to a document.

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Let it take you there

The Assistant knows the admin pages. Ask it to “open the agents page”, “take me to tickets”, or “show the widget settings”, and it navigates you there. Useful when you are not sure where a setting lives. It can also open the conversations list with filters already applied. Try “show me conversations handled by the Support agent that need review”, or “open conversations from john@acme.com”. You land on the chat history filtered to what you asked for. On the dashboard, it can switch the view for you: ask it to “open the tickets tab” or “show the last 30 days”, and it changes the active tab and time range. It can also filter list pages and switch tabs. On User Management, ask it to “search for john” or “show only staff users”; on the knowledge sync history, “show me the failed syncs”; on Agent Permissions, “open the JWT-based permissions tab”.

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See what it’s doing

As the Assistant works, it shows each step inline as it happens — “Navigating to Agents”, “Updating the page”, “Opening conversations” — in the order they occur, between the parts of its reply. A single answer reads as the sequence of what it did and what it wrote: it navigates, writes a line, changes something on the page, then finishes its reply. If you refresh the page, the conversation comes back with the Assistant’s replies (the step-by-step trace is shown live, as it works).

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Change settings on the page you’re on

On the builder pages for agents, tools, knowledge sources, conversation starters, incident banners, prompt templates, and business hours, the Assistant can fill in the form for you. Describe the change in plain language and it updates the fields — you review, then save.
  • Agent builder: name, display name, active/inactive status, instructions (the prompt), model, temperature, top-p, reasoning iterations, background-agent mode, selected tools, number of documents retrieved and shown, reranker, public access, and which knowledge sources the agent can search. Try “write the instructions for a polite order-status agent”, “set the temperature to 0.2 and switch the model to GPT-5”, “make this agent public”, “make it a background agent with the Order Lookup tool”, or “let it search all the SharePoint sources” (name a source, or a source type to pick every source of that type).
  • Tool builder: name, display name, description, tool type, additional info JSON, input schema JSON, prompt, strict mode, forwarding the user’s authentication, and requiring approval in background runs. Try “create an HTTP request tool for order lookup and turn on strict mode”, or “mark this tool as requiring approval in background runs”.
  • Knowledge source builder: name, source type (the connector, e.g. SharePoint or Notion), domain, breadcrumbs, public display, external document links, and automatic sync. Try “create a SharePoint source called HR Portal”, or “enable auto-sync and hide these documents from public display”.
  • Conversation starter builder: title, description, initial message, additional prompt, active status, widget auto-starter, and show-on-home. Try “create a starter titled Onboarding feedback that asks how the setup went, and show it on the home screen”.
  • Incident banner builder: title, message, banner content for the agent, active status, and the background and text colors. Try “draft a maintenance banner in red and activate it”.
  • Prompt template builder: name and prompt content. Try “create a template named Support that tells the agent to keep answers short”.
  • Business hours builder: name, timezone, and default status. Try “name it Support hours and set the timezone to Europe/Paris”.
  • Permission builder: name, display name, description, priority, color, active/selectable/public status, ticket-creation messages and instructions, and the home page title and subtitle. Try “create a permission named VIP, make it public and set priority 10”.
You can start from scratch and combine it with navigation in one request: “create an agent that searches all our SharePoint sources” opens a blank agent builder and pre-fills it, and “open the tool builder and turn on strict mode” takes you there and applies the change. The Assistant only changes the fields you ask about, and nothing is saved until you click Save.

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Troubleshooting

The Assistant connects to AGO’s support service. If messages fail to send, check your network connection and try again, or reload the page.
Reload the page and ask again. If empty replies continue, contact AGO support.