Assistant

Access and share chat agents in the UiPath Assistant desktop and web interfaces.

Overview

Assistant serves as a central hub where users can access both UiPath's general-purpose assistant (Autopilot for Everyone) and your custom chat-based conversational agents.

Intended users: End users who need quick access to conversational agents alongside Autopilot for Everyone and Assistant automations.

Feature availability

Feature	Available
Start new chat	✅
Chat history	✅
Delete chat session	✅
User-profile settings	✅
Starting prompts	✅
File uploads	✅
Conversation inputs*	✅
Tool-call confirmations	✅
Citations	✅
HTML preview	✅
Copy response	✅
Feedback (thumbs)	✅

* Conversation inputs are supported only for Conversational Agents built in Agent Builder.

Prerequisites

User requirements

• Access to UiPath Assistant (Desktop or Web).
• Permissions to use the published agent.

Accessing the agent

1. Open UiPath Assistant Desktop or Assistant Web.
2. Locate your agent in the gallery view.
3. Select an agent to start a conversation.

Chat features

In addition to everything available in chat, features include:

Feature	Description
Starting prompts	The agent's welcome message and suggested prompts appear when you open a new conversation. Select a suggestion to send it.
Conversation inputs	If the agent requires inputs, you are prompted for them before the conversation starts. Optional inputs can be set or changed at any time from the settings (gear) icon, and apply to the rest of the conversation.
Profile settings	Set your name, email, role, department, company, country, and timezone from the settings (gear) icon. Agents can use these details to tailor their responses.
Tool-call confirmations	When the agent needs approval before running a tool, an approval prompt appears inline showing the tool and its inputs. You can adjust the inputs before approving, or reject the call.
Multiple conversations	Keep several conversations with the same agent and switch between them from the history panel. Search past conversations, rename conversations, or delete a conversation you no longer need.
Citation previews	Select a citation to open the source document in a preview panel inside the tab, rather than in a separate browser window.
HTML preview	When an agent returns an HTML code block, the tab renders it as a live preview once the response completes. You can toggle between the preview and the source, or open it in a larger view.
Copy and feedback	Copy any response with one selection, and rate responses with thumbs up or down. Feedback is attached to the agent's traces.
File uploads	Attach files to your message for the agent to work with.

Next steps

• Instance Management: Monitoring your deployed chat agents