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How to Configure AI Assistant & Agentic AI Report

StreamSpace Hub enables administrators to configure customized AI Assistants for interactive conversational intelligence and Agentic AI Reports for automated document analysis and structured report generation.

1. Accessing Admin Settings​

To configure AI Assistants and Agentic AI Reports:

  1. Navigate to the left-hand navigation sidebar and click Settings.
  2. Under General Settings, you will see the configuration menu:
    • Account
    • AI Assistant (Chatbot configuration)
    • Agentic AI Report (Automated report pipelines)
    • API Keys
    • Audit Logs
    • Webhook
    • Billing Dashboard
Super Admin Restrictions

Only a Super Admin or authorized workspace administrator can access and configure the settings dashboard under the AI Assistant and Agentic AI Report panels.

2. Configuring AI Assistants​

AI Assistants are specialized conversational bots that users can select within any project's Conversation panel.

Settings ──► AI Assistant ──► Create + ──► Define Flow & Voice ──► Save

Step 1: Open AI Assistant Listing​

  • Click AI Assistant in the Settings sidebar.
  • The listing table displays all configured assistants with columns: Title, Description, Flow, Icon, and Actions (⋮).

Step 2: Create a New AI Assistant​

Click the Create + button in the top-right corner to open the Add New AI Assistant modal.

Step 3: Configure Parameters​

  • Title*: Enter the public name of the assistant (e.g., Core Agent, Deep Research, Insurance Assistant).
  • Description*: Provide a summary of the assistant’s expertise and intended use cases.
  • Flow*: Select the backend Studio workflow that powers this assistant (e.g., Generic-ChatBot-4.1-(Revised), Brainstorming-4.0, Generic-ChatBot-4.0, Shipping-ChatBot-Message..., General-Insurance-ChatB...).
  • Voice Type*: Select the voice interaction mode from the dropdown:
    • None (Text-only interaction)
    • Audio To Audio (Full speech input and speech response)
    • Audio To Text (Speech-to-text dictation)
    • Audio To Dictation
  • Icon: Choose a visual icon for the assistant (e.g., message-circle, message-square, brain-circuit).
  • Chat Title Prompt: Enter a system prompt used to automatically generate conversational titles for user chat sessions.

Step 4: Save​

Click Save to make the AI Assistant immediately available across module project conversations.

Mapping configurations

Once configured, the AI Assistant is mapped to the selected portal modules, allowing standard users to start conversations with it under the Conversation panel.

3. Configuring Agentic AI Reports​

Agentic AI Reports automate batch document analysis by executing Studio workflows and rendering output deliverables (HTML reports, PDF summaries, executive tables).

Configuring an Agentic AI Report uses a two-step modal workflow:

Step 1: General Details & Flow Selection  ───►  Step 2: Dynamic Form Builder

Step 1: General Details & Backend Flow​

  1. Click Agentic AI Report in the Settings menu.
  2. Click the top-right Create + button (or click ⋮ > Edit on an existing report like Meeting Notes Summarizer or Interactive Html Report).
  3. Fill out the Step 1 form fields:
    • Title*: Name of the report (e.g., Meeting Notes Summarizer, Interactive Html Report, Generic-QuestionAnswer-Report).
    • Description*: Details explaining what the report evaluates and its generated deliverables.
    • Flow*: Select the underlying Studio workflow automation (e.g., Meeting Notes Report, Generic-HTML-Report-4.0, Generic-Summary-Report..., Single Packet Processing...).
    • Icon*: Select an icon representing this report template (e.g., notepad-text, file-code-2, table, calendar).
  4. Click Next to proceed to the Form Builder.

Step 2: Customizing Inputs with the Form Builder​

The Form Builder lets administrators define the exact runtime input fields, templates, and instructions users must provide when running this report.

Available Form Component Types (+ Add button):​

Click + Add to insert any of the 5 supported field types:

  1. Short Answer: Single-line text input for short strings, keys, or brief references.
  2. Paragraph: Multi-line textarea for instructions, guidelines, and markdown templates (e.g., Special Instruction, Output Template).
  3. Options: Multi-select options with customizable labels and values.
  4. Checkbox Group: Multiple selectable checkboxes for multi-choice parameters.
  5. Radio Group: Single-select radio buttons for choosing mutually exclusive options.

Component Property Settings:​

When configuring or editing any field:

  • Label*: The user-facing question or field label.
  • Placeholder: Placeholder text shown in the input box.
  • Name*: Internal variable key passed directly to the backend Studio workflow.
  • Max Length: Maximum character limit (default: 255).
  • Value: Default text or template body pre-filled for the user.
  • Tip: Helper text/tooltip displayed below the field.
  • Mark as required: Toggle to enforce mandatory input before the user can generate the report.
  • Disabled: Toggle to make the field read-only.
  • Hidden: Toggle to hide the parameter from the user while passing pre-set values directly to the backend flow.

Managing Form Fields:​

  • Reorder (⠿): Drag and drop the handle on any card to rearrange field order.
  • Edit (✏️): Click the pencil icon to modify field labels, default templates, or settings.
  • Delete (🗑️): Click the trash can icon to remove a parameter field.
  1. Click Save to publish the report configuration.

4. Managing and Executing Configured Agents​

Editing & Deleting Configurations​

  • In either the AI Assistant or Agentic AI Report tables, click the Actions menu (⋮) on any entry.
  • Select Edit to modify names, flow bindings, icons, or form builder fields.
  • Select Delete to revoke the assistant or report configuration from user workspaces without deleting the backend Studio flow.

End-User Execution Flow​

Once configured by an administrator:

  • Conversations: Users can click + in the project conversation panel, select the configured AI Assistant, and interact with real-time text/voice intelligence.
  • AI Reports: Users open AI Reports, click + Create, select the configured report card, choose input documents in Step 1/2, fill in the parameters defined via the Form Builder in Step 2/2, and click Start to generate their deliverable.