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Share Assistant

Sharing an Assistant controls who can access and modify its configuration. Assistants can be shared with individual users or groups, offering two levels of security: Owners and Users.

  • Owners: These users have full control over the assistant. They can modify the assistant's configuration, update its skills, and manage dependencies.
  • Users: These users can interact with the assistant within the chat experience but cannot modify its configuration. Unlike Owners, Users do not need direct access to the data or connections, as all dependencies of the Assistant are automatically shared with them for utilization in the chat.

For Users, the data security rights are inherited from the Assistant, meaning they do not need explicit data sharing for the assistant to function. This ensures that the assistant and all its dependencies, such as Connections and Datasets, are fully available within the chat without additional setup.

The Sharing Assistant feature is available in the top-right menu of the Assistants screen, allowing easy access to manage who can modify or use an assistant.

Common Use Cases

  1. Collaborative Development: Sharing an assistant with Owners allows developers and testers to collaborate seamlessly, making modifications and improvements to the assistant.
  2. Wider Access for End-Users: Sharing an assistant with Users gives non-technical team members or customers the ability to interact with the assistant in the chat without exposing configuration controls or requiring additional data sharing.
  3. Simplified Data Access: Since all dependencies of the assistant are automatically shared with Users, there is no need for manual sharing of connections or datasets, streamlining the user experience.

This feature enables controlled collaboration and usage of assistants, ensuring that the right individuals have access to either modify or use the assistant within the Max environment.