Assistant Settings
The AI Assistant settings page is the admin control center for Eric.
Who can access this page
Section titled “Who can access this page”- Admins
- Giga Admins when AI is available in the target company context
Non-admin users can use chat if permitted, but they cannot open the settings page.
The Usage tab shows how your company consumes AI credits and how active your team is.
Credit hero
Section titled “Credit hero”A ring chart shows credits used against the weekly limit. Next to it you will see:
- Resets at — the date and time when the weekly period ends, based on the billing timezone
- Background — system credits used for embeddings and background refreshes
Activity stats
Section titled “Activity stats”Cards display:
- Total sessions and sessions in the last 7 days
- Active users and sessions in the last 30 days
- Messages sent and total runs
- Positive feedback rate
- Active company rules and pending suggestions
- Total tool calls across all sessions
Charts
Section titled “Charts”Two line charts show sessions per day and active users per day over the current period.
Credits by user
Section titled “Credits by user”A table ranks users by credits consumed, with columns for sessions, messages, and last active date.
First-time onboarding
Section titled “First-time onboarding”The first time an admin opens Eric in a company that has not finished setup, Eric launches an onboarding conversation instead of the normal chat workspace.
What onboarding captures
Section titled “What onboarding captures”- Company industry
- Company description
- Optional additional context
- Eric’s default name
- Eric’s default personality/tone
How onboarding behaves
Section titled “How onboarding behaves”- The conversation is chat-based, not a static form
- The wizard can finish as soon as it has enough information
- Non-admin users are blocked from chat until onboarding is complete
Name, personality, and billing timezone
Section titled “Name, personality, and billing timezone”After onboarding, the settings page lets admins update:
| Field | Purpose |
|---|---|
| Assistant name | The name shown in chat and onboarding summaries. Blank falls back to Eric. |
| Personality | The tone Eric should use after onboarding is complete. |
| Billing timezone | The timezone used to calculate weekly AI credit resets. Credits reset every Monday at 12:00 AM in this timezone. Defaults to UTC. |
These settings change how Eric introduces himself and how he writes responses, but they do not change dataset permissions.
Current company context
Section titled “Current company context”The page also shows the current shared profile Eric is using:
- Industry
- Company summary
- Billing timezone
- Additional context, if one was saved
This is the baseline shared context Eric uses before he looks up dataset-specific details.
Company memory
Section titled “Company memory”Company memory is where reusable definitions and rules live.
What you can store
Section titled “What you can store”Each company memory record has:
- A canonical name
- A rule type
- Optional aliases
- A required rule text
- Optional calculation guidance
- An enabled/disabled state
Rule types
Section titled “Rule types”| Rule type | When to use it |
|---|---|
| Definition | Business terms like MRR, active customer, billable endpoint |
| Formula | Calculation logic Eric should follow |
| Reporting rule | Company-specific reporting conventions or exceptions |
What admins can do
Section titled “What admins can do”- Create a new company memory
- Edit an existing one
- Enable or disable a memory without deleting it
- Delete a memory entirely
How company memory relates to chat
Section titled “How company memory relates to chat”Eric can propose new company memories from chat when he notices something reusable. Admins can also manage the same knowledge directly from settings.
Resetting onboarding
Section titled “Resetting onboarding”The settings page includes a reset action that clears the company AI profile.
Use this when:
- Your company context changed significantly
- Eric was onboarded with bad or incomplete information
- You want to restart the guided setup from scratch
After reset:
- The current shared AI profile is removed
- Company memory list is cleared from the page until a new profile is loaded
- The next admin to open Eric starts onboarding again
Best practices
Section titled “Best practices”- Keep the assistant name stable unless there is a strong reason to change it
- Put evergreen business logic into Company memory, not one-off chat prompts
- Use aliases for abbreviations your team uses every day
- Treat calculation guidance like internal documentation for Eric