> For the complete documentation index, see [llms.txt](https://docs.siit.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.siit.io/guides/ai/assist-settings-and-usage.md).

# Configure Assist settings

Set up Assist for your workspace: who can use it, the context it applies to every conversation, and which external tools it can reach.

This article is for admins configuring Assist. If you are looking for how to use Assist day to day, see the [Assist guide](/guides/ai/siit-assist-guide.md).

### Where the settings live

There are different pages, and they do different jobs.

* **Settings → AI & Agents → Assist** is the workspace page. What you set here applies to every admin. It needs the Assist management permission.

<figure><img src="https://2274035325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlWFhpq2ia6gdHet0opKx%2Fuploads%2Fgit-blob-18ed7a1fae665d4c902dd70aefd48639ce40982d%2FCleanShot-2026-09-16-at-09-26-11-png-2.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Settings → Personal → Assist personalization** is your own page. Every admin has one, and no permission is needed. Use it to write your personal instructions and to connect your own external MCP servers. What you set here applies to your conversations only.
* **Settings → AI & Agents → Assist usage** shows how much of their weekly allowance each admin has used. It needs the **Can view Assist usage** permission.

Assist is always on for the workspace. There is no global on/off switch. You control who gets it through role permissions.

### Who can do what

In your Role & Permissions; two permissions govern Assist. All three are on by default for Owners and Super admins.

| Permission            | What it allows                                                                      |
| --------------------- | ----------------------------------------------------------------------------------- |
| **Can use Assist**    | Open Assist and run conversations                                                   |
| **Can manage Assist** | Edit workspace guidance and decide whether admins may connect their own MCP servers |

Adjust them per role in your role settings. To take Assist away from a role, remove **Can use Assist** from it. The button disappears for everyone on that role.

<figure><img src="https://2274035325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlWFhpq2ia6gdHet0opKx%2Fuploads%2Fgit-blob-1808b40d7e3a22af562de8249549ab3b1f3afe0b%2FCleanShot-2026-09-16-at-09-34-13-png.png?alt=media" alt=""><figcaption></figcaption></figure>

### Workspace guidance

Guidance is the context Assist applies to every admin: how your teams work, your terminology, and what it should never do. It is how you stop restating the same background in every conversation, and how two admins asking the same thing get the same shape of answer.

1. Go to **Settings → AI & Agents → Assist**.
2. Write your instructions in the **Workspace guidance** field.
3. Click **Save**. It applies to everyone's next conversation.

**What belongs in guidance**

* The tone and structure of your knowledge articles, and who they are written for.
* Terms specific to your company, so Assist uses your words rather than generic ones.
* What it should never do. Rules such as "never publish an article without showing it to me first" or "never change an SLA rule" belong here.

**What does not belong in guidance**

* Credentials, keys, or anything secret. Guidance is visible to every admin who can manage Assist.
* Facts about a single request or a single person. Put that in the conversation instead.
* Anything that changes week to week. Guidance you have to maintain constantly is guidance you will forget to maintain.

Write it the way you would brief a new admin on their first day. Short, specific, and in plain sentences.

### Personal instructions

Every admin has their own page at **Settings → Personal → Assist personalization**. Personal instructions cover your own tone, format, and working rules, and they apply on top of workspace guidance, for your responses only.

Useful examples: keep drafts under three sentences, write in French, link the help article when one exists, always show the filters used before giving a number, always propose the workflow before building it.

<figure><img src="https://2274035325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlWFhpq2ia6gdHet0opKx%2Fuploads%2Fgit-blob-65ee9e7f616e564dd33e6c20692d927c8ba43ad0%2FCleanShot-2026-09-16-at-09-26-49-png.png?alt=media" alt=""><figcaption></figcaption></figure>

### External MCP servers

Assist can reach tools outside Siit through MCP connectors, so a conversation can pull context from the rest of your stack instead of stopping at the edge of the service desk.

**For the workspace.** On **Settings → AI & Agents → Assist**, the **Allow external MCP** setting decides whether admins can connect their own MCP servers. When it is off, only Siit managed connectors run.

**For each admin.** With it on, each admin opens **Settings → Personal → Assist personalization**, clicks **Connect external MCP**, and authenticates the servers their workspace allows. They see which ones are live. Connections are personal: a server one admin authenticates is not shared with the others, and it runs with that admin's own credentials.

### Need help?

Contact <support@siit.io>, or ask Assist itself. It knows this Help Center.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.siit.io/guides/ai/assist-settings-and-usage.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
