How to configure Default Agents
As an organization admin, you can configure which default Agents are available to your organization. This feature is useful for limiting access to certain Agents for cost, compliance, or other organizational requirements. It also helps guide team members to use the best models (such as Claude, ChatGPT, Gemini, etc.) for their specific use cases.
This feature can be accessed in:
*Customized Default Agents do not apply when configuring the Base Model of a Custom Agent or using the Generate Text block. All models will still be available here.
Follow these steps:
Open Organization Settings: In your Cassidy dashboard, click your signed-in account name at the bottom of the left sidebar. Then, click the gear icon to the right of your “Current Organization” name.
View Default Agents: In “Organization Settings”, click “Default Agents” under the “Agents” section to view the list of “Enabled Default Agents”.
Configure Default Agents: You can configure the “Default Agents” list by removing existing “Enabled Default Agents”, or by scrolling down to the “Add Default Agents” section to add your preferred Agents.
Click on the “Remove” button to remove an Agent from the list of “Enabled Default Agents”.
Click on the “+ Add” button to add your preferred Agents.
Save Default Agents: Scroll up and click “Save” in the top-right corner.
*The “Save” button is inactive by default and becomes active when you add or remove Agents.After saving, a notification appears in the bottom-right corner confirming “Updated enabled default Agents.”
*You can also view your Default Agents in the Agents section of your dashboard. Select Agents from the left sidebar, then choose Default from the expanded menu to see your updated list of Default Agents.
Using Default Agents in Chat
You can use the “Default Agents” in “Chat”. On the “New Chat” page, open the Agent selector dropdown and choose “Default” to select an Agent from your “Default Agents” list.