AI Settings FAQ

Common questions about configuring the AI agent in Junto.

How do I access AI settings?

Navigate to Settings > AI Settings from the sidebar. You must have an Admin or Owner role to view and modify AI configuration. The page has two sections: Configuration and Toolsets.

What are Custom Instructions?

Custom Instructions let you guide how the AI agent behaves when handling tickets. These instructions influence the agent's responses and behavior. Examples include directing the agent to use a formal tone, prioritize security-related tickets, or escalate when uncertain.

What is Organization Knowledge?

Organization Knowledge is background context about your MSP that the AI uses when troubleshooting. You can provide details such as your cloud provider, primary ticketing system, business hours, and critical systems.

Can I configure AI settings per client company?

Yes. Organization-level settings apply to all tickets by default, but you can also configure company-level AI settings on individual company detail pages. Company-level settings supplement (not replace) the organization settings.

What are Toolsets?

Toolsets are grouped collections of tools organized by integration. Each integration provides tools that the agent can use. The Toolsets section shows a summary table with total tools, how many are enabled, and their categorization (Read, Write, Execute).

How do tool approval policies work?

Each tool has an approval mode:

• Requires Approval -- A human must approve every use.
• Session Approval -- Approved once per session, then reusable without further prompts.
• Auto-Approved -- The agent can use the tool freely.

Adjust policies on the individual toolset detail pages.

Who can change AI settings?

Only users with the Admin or Owner role.

Do changes take effect immediately?

Yes. Updated Custom Instructions and Organization Knowledge apply to subsequent agent interactions immediately.