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Assistant Management Overview

As you build more assistants, effective management becomes essential. Organize, update, share, and maintain your assistants to keep them useful and accessible.
Good assistant management ensures your team can find and use the right assistant for each task.

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Viewing Your Assistants

Access and browse all your assistants.

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Assistant Library

1

Open assistant library

Click Assistants in the sidebar or press Cmd/Ctrl + K
2

Browse by category

  • ⭐ Starred: Your favorites (quick access)
  • 👤 My Assistants: Assistants you created
  • 👥 Team Assistants: Shared by your organization
  • 🌟 Built-in: Pre-configured by ZeroTwo
  • 📁 By Folder: Custom organization
3

Search and filter

  • Search by name or description
  • Filter by tags, tools, or model
  • Sort by: Recent, Most used, Alphabetical

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Assistant Details

Click any assistant to view:
  • Name, description, and icon
  • Creator and creation date
  • Last modified date
  • Usage statistics
  • Enabled tools
  • Model configuration
  • Tags and categories
  • Reviews/ratings (for shared assistants)

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Organizing Assistants

Keep your assistant library structured.

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Starring Assistants

Mark frequently used assistants:
1

Open assistant

Navigate to the assistant
2

Click star

Click the ⭐ icon next to the assistant name
3

Quick access

Starred assistants appear at the top of your library
Keyboard shortcut: S (while viewing assistant)

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Creating Folders

Organize assistants into folders:
1

Create folder

Assistant Library > + New Folder
2

Name folder

Examples:
  • “Development Tools”
  • “Content Creation”
  • “Client Work”
  • “Personal”
3

Add assistants

Drag assistants into folders or use context menu

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Tagging

Add tags for easy filtering: Common tags:
  • By function: code-review, writing, analysis
  • By project: project-alpha, client-acme
  • By status: production, testing, deprecated
  • By team: engineering, marketing, sales
Add tags: Assistant Settings > Tags > Add Tag

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Editing Assistants

Update and improve your assistants.

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Basic Edits

1

Open assistant settings

Select assistant > Click ⚙️ Settings icon
2

Make changes

Update any configuration:
  • Name and description
  • System instructions
  • Tools and capabilities
  • Model selection
  • Knowledge base
3

Test changes

Use the test panel to verify updates
4

Save

Click Save Changes
Updates apply immediately to new conversations.

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Version History

Track changes over time (Pro/Enterprise): View versions:
  • Assistant Settings > Version History
  • See all past configurations
  • View what changed in each version
  • Restore previous versions if needed
Create version:
  • Manually: Click Save as New Version
  • Automatically: Major changes auto-create versions

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Duplicating Assistants

Create copies for experimentation:
1

Select assistant

Right-click assistant or open menu
2

Click Duplicate

Select Duplicate Assistant
3

Rename copy

Give it a distinct name:
Original: "Code Reviewer"
Copy: "Code Reviewer - Experimental"
4

Modify freely

Test new configurations without affecting the original
Use cases:
  • Test different instructions
  • Create specialized versions
  • Share modified copies with team
  • Backup before major changes

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Sharing Assistants

Collaborate with your team.

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Share with Team

Share within a project:
1

Open assistant settings

Select assistant > Settings
2

Click Share

Click Share with Team
3

Select project

Choose which project(s) to share with
4

Set permissions

  • Can use: Team can use assistant
  • Can view: Team can see configuration
  • Can edit: Team can modify (careful!)
5

Share

Assistant appears in team’s library

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Managing Shared Assistants

Track sharing:
  • See who has access
  • View usage statistics
  • Monitor feedback/ratings
  • Update for all users
Revoke access:
  • Remove from specific projects
  • Unpublish from organization
  • Delist from marketplace

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Deleting Assistants

Remove assistants you no longer need.
Deleting an assistant is permanent and affects anyone it’s shared with.
1

Select assistant

Find the assistant to delete
2

Open menu

Click ⋮ menu > Delete Assistant
3

Confirm deletion

Review impact:
  • Conversations using this assistant remain
  • Shared users lose access
  • Cannot be undone
4

Type name to confirm

Type assistant name to verify
5

Delete

Assistant is permanently removed
Alternative: Archive instead of delete to preserve for reference.

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Usage Analytics

Track how assistants are performing (Pro/Enterprise).

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Metrics Available

Usage Stats

  • Total conversations
  • Messages exchanged
  • Active users
  • Usage trends

Performance

  • Average response time
  • Success rate
  • User satisfaction
  • Tool usage

User Feedback

  • Ratings and reviews
  • Common issues
  • Feature requests
  • Improvement suggestions

Costs

  • API calls by model
  • Token usage
  • Tool costs
  • Total spending
Access: Assistant Settings > Analytics

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Using Analytics

Fix issues:
  • Low usage: Unclear purpose or hard to find?
  • Low satisfaction: Configuration issues?
  • High errors: Tools or instructions problems?
  • Poor feedback: Not meeting user needs?
Reduce spending:
  • Switch expensive models to cheaper alternatives
  • Optimize prompts for fewer tokens
  • Cache common responses
  • Disable unused tools

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Maintenance Best Practices

Monthly assistant audit:
  • Check usage statistics
  • Review user feedback
  • Test with recent queries
  • Update outdated information
  • Verify tool connections
  • Update knowledge base
  • Refine instructions
Set calendar reminder for monthly reviews.
Update for changes:
  • Technology updates (new framework versions)
  • Process changes (new workflows)
  • Team feedback (common requests)
  • Tool updates (new capabilities)
  • Best practice evolution
Watch for issues:
  • Increased error rates
  • Negative feedback
  • Declining usage
  • Slow response times
  • Tool failures
Set alerts for performance issues.
Maintain change log:
## Version 2.1 - 2024-03-15
- Updated React instructions for v18
- Added TypeScript examples
- Improved error handling guidance
- Fixed: Incorrect hook advice

## Version 2.0 - 2024-02-01
- Major instructions overhaul
- Added code review checklist
- New knowledge base documents

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Import/Export

Move assistants between environments.

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Exporting Assistants

1

Select assistant

Choose assistant to export
2

Export configuration

Settings > Export > Choose format:
  • JSON (complete config)
  • Markdown (readable format)
  • YAML (deployment configs)
3

Save file

Download configuration file
Use cases:
  • Backup assistants
  • Share outside ZeroTwo
  • Version control
  • Deploy to production

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Importing Assistants

1

Click Import

Assistant Library > Import Assistant
2

Upload file

Select exported JSON/YAML file
3

Review configuration

Verify settings before importing
4

Import

Assistant is added to your library

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Troubleshooting

Check these:
  • Refresh page
  • Check filters (might be hidden)
  • Verify not archived
  • Check project/org access
  • Look in correct folder
Possible reasons:
  • You’re not the creator
  • Shared as read-only
  • Organization-locked (Enterprise)
  • Assistant is archived
Solution: Duplicate to create editable copy
Troubleshoot:
  • Verify sharing settings
  • Check team member access
  • Confirm in correct project
  • Wait for sync (may take minutes)
  • Check organization policies
Requirements:
  • Pro/Enterprise plan
  • At least 24 hours of data
  • Minimum usage threshold
  • Analytics enabled in settings

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Next Steps

View Examples

See complete example configurations

Create Assistant

Build a new custom assistant

Behavior & Tone

Fine-tune assistant personality

Projects

Organize assistants by project
Well-managed assistants remain useful and effective over time!