You can test Assistants while editing, but end users cannot access them until published. Version history is helpful when iterating on new versions and improvements without affecting a live version people are using, or if you want to finalize the Assistant before others can access it.
Navigate to the Assistants page: Click on the "Assistants" option in the left sidebar of your Cassidy dashboard.
Open Assistant settings: Locate the Assistant you want to manage and click the "..." icon in the top right corner of the Assistant's card. From the dropdown menu, select "Edit."
Save as draft: If you're looking to keep as a draft Assistant but save your changes, you can click the "Draft" dropdown next to the Assistant name and then "Save Without Publishing". Alternatively, you can also click the dropdown arrow next to "Publish".
Enter version details (for new versions): When saving a draft or publishing a new version, enter a "Version Name" and optionally add a description of what's changed in this version. Click "Create Version" for drafts or "Publish" for immediate publishing.
Publish: If you're ready to publish, you can click the "Draft" dropdown and then "Publish Current Draft" or click "Publish".
If you already have a saved version, you can simply publish the current version by clicking "Publish Version".
Access published Assistant: Once published, you can click on the Assistant title to chat with it, continue editing, or share it with your team.
View version history: To see version history, click on the version history dropdown and you can see the current and previous versions, including which one is published.
Revert to previous version: To revert to a previous version, simply click on the desired version. A modal will appear showing the version and the changes being restored. Click "Restore Version" to confirm.
Note that reverting will not delete more recent versions—you can easily go back to any saved versions. However, if you have not saved the current version, restoring will remove any of the changes since the last save.