70 lines
4.3 KiB
Plaintext
70 lines
4.3 KiB
Plaintext
---
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title: "Assistant"
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description: "Have a complete assistant conversation directly on a board."
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hide_title: true
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---
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import { AddingWidget } from "@site/src/components/widgets/adding";
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import { WidgetHeader } from "@site/src/components/widgets/header";
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import { assistantWidget } from ".";
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import assistantWidgetImage from "../../management/img/assistant-widget.png";
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<WidgetHeader widget={assistantWidget} categories={["Productivity"]} />
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The Assistant widget brings the same conversation available from the user menu and command menu onto a
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board. Messages, conversations, tool calls, approvals, files, mentions, model controls, reasoning controls,
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usage details, and response actions remain synchronized with the app-wide assistant.
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The assistant must be enabled by an administrator in **Management → Assistant**. Signed-out users and users
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on an instance without an enabled model see an unavailable state instead of a broken composer. Signed-out users see
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**Sign in**; a configured provider without a saved model or with **Enable Assistant** off remains unavailable until
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the administrator saves a working connection, selects a model, and enables the assistant.
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<img
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src={assistantWidgetImage}
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alt="Assistant widget embedded on a dashboard with its conversation header, automatic approvals control, model selector, and composer"
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style={{ maxWidth: "100%" }}
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/>
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The current preview capture labels the board-embedded surface: its header exposes conversation history, refresh,
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automatic approvals, and new-conversation controls, while the footer exposes the model, thinking mode, and composer.
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### Adding the widget
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<AddingWidget />
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The default widget size is ten columns by four rows and automatically fits boards with fewer columns. Controls
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and labels condense as the widget becomes narrower, while the conversation remains scrollable and usable on
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touch devices. When a board layout does not provide enough height for conversation controls, the widget shows
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a compact **Open assistant** action instead of squeezing an unusable composer into the card. Increase its height
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in that layout to keep the complete conversation inline.
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The widget follows whichever conversation is active in the user-menu panel, `Shift + A`, or the command menu. This
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keeps every assistant entry point synchronized without storing a user's private conversation details in board settings.
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### Conversation features
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- Create, switch, rename, and delete conversations.
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- Send text and supported file or image attachments by picker, drag and drop, or image paste.
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- Mention permitted apps, integrations, boards, widgets, and tools with `@`.
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- Use `/` shortcuts for common dashboard tasks.
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- Review tool calls, approve mutations, and answer structured assistant questions inline.
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- Answer pending structured questions from the dock above the composer without scrolling through the conversation.
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- Enable conversation-scoped automatic approvals from the shield control to approve protected mutations, use presented form details, and choose answers categorized as affirmative without individual clicks.
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- Edit user messages and copy, regenerate, branch, quote, export, or rate responses.
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- Inspect syntax-highlighted Markdown, sources, generated files, tool results, streaming chain-of-thought,
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cumulative conversation usage, per-turn token and context use, timing, speed, provider routing, and cost.
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- Change the model and reasoning effort for the active conversation. A model choice is saved per persisted thread,
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does not change the administrator's default, and is restored when that thread is selected again; a new thread
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starts from the configured default.
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- Refresh the current board from the conversation header. Approved mutations also refresh visible board data automatically.
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The expanded assistant and board widget use the same persisted thread runtime. A response continues in the
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background when the widget leaves the viewport or the expanded panel is minimized. Each visible surface keeps an
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independent draft, attachments, selection, and focus, so typing in a board widget cannot move or overwrite the
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floating panel composer.
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Automatic approvals are off by default, reset when switching conversations, and never select a neutral choice. A
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structured question shows **Other** only when the tool allows it (`allowOther` is not `false`); selecting **Other**
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opens a manual freeform response even when automatic approvals are enabled.
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