Add assistant to project

Adds a new assistant to the specified project.

POST /api/projects/{id}/assistants

Add assistant to project

cURL

curl --request POST \
  --url https://platform.kodexa.ai/api/projects/{id}/assistants \
  --header 'Content-Type: application/json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "active": true,
  "assistantRole": "<string>",
  "chatEnabled": true,
  "color": "<string>",
  "description": "<string>",
  "name": "Invoice Extractor",
  "options": {
    "agentRuntimeId": "<string>",
    "complete_label": "<string>",
    "moduleRefs": [
      "<string>"
    ],
    "pipeline": {
      "steps": [
        {
          "ref": "<string>",
          "conditional": "<string>",
          "executionPolicy": {
            "backoffBaseSeconds": 123,
            "backoffStrategy": "<string>",
            "maxAttempts": 123,
            "onExhausted": "<string>",
            "timeoutSeconds": 123
          },
          "name": "<string>",
          "options": {},
          "stepType": "<string>"
        }
      ]
    },
    "prompt": "<string>",
    "taxonomies": [
      "<string>"
    ]
  },
  "priorityHint": 123,
  "project": {
    "changeSequence": 123,
    "color": "#4A90D9",
    "createdOn": "2023-11-07T05:31:56Z",
    "dataFlow": {
      "edges": [
        {
          "id": "<string>",
          "properties": {},
          "source": "<string>",
          "target": "<string>"
        }
      ],
      "nodes": [
        {
          "dimensions": {
            "height": 123,
            "width": 123
          },
          "id": "<string>",
          "parentId": "<string>",
          "position": {
            "x": 123,
            "y": 123
          },
          "properties": {},
          "type": "<string>"
        }
      ],
      "viewPort": {
        "x": 123,
        "y": 123,
        "zoom": 123
      }
    },
    "description": "Automated invoice processing pipeline.",
    "documentStatuses": [
      {
        "changeSequence": 123,
        "color": "<string>",
        "createdOn": "2023-11-07T05:31:56Z",
        "icon": "<string>",
        "id": "<string>",
        "projectId": "<string>",
        "slug": "<string>",
        "status": "<string>",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "<string>",
        "project": null
      }
    ],
    "id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "memory": {
      "changeSequence": 123,
      "orderedDashboards": [
        "<string>"
      ],
      "recentFilters": {},
      "recentQueries": {}
    },
    "name": "Invoice Processing",
    "notes": "<string>",
    "options": {
      "companion": {
        "agentRuntimeRef": "<string>",
        "moduleRefs": [
          "<string>"
        ],
        "prompt": "<string>"
      },
      "dataOptions": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "dataProperties": {},
      "executionPolicy": {
        "backoffBaseSeconds": 123,
        "backoffStrategy": "<string>",
        "maxAttempts": 123,
        "onExhausted": "<string>",
        "timeoutSeconds": 123
      },
      "groupTaxonTypeFeatures": {},
      "options": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "properties": {},
      "taskOptions": {
        "showNewTask": true
      },
      "taxonTypeFeatures": {}
    },
    "organization": {
      "authGroupLink": {
        "authGroup": "<string>"
      },
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "defaultToPrivateTemplates": true,
      "description": "Document processing organization for Acme Corp.",
      "enterpriseOrganization": true,
      "features": {},
      "hasImage": true,
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "memory": {
        "orderedDashboards": [
          "<string>"
        ]
      },
      "name": "Acme Corp",
      "organizationStatus": "ACTIVE",
      "properties": {},
      "publicAccess": true,
      "searchText": "<string>",
      "slug": "acme-corp",
      "stripeCustomerId": "<string>",
      "supportAccess": true,
      "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "550e8400e29b41d4a716446655440000",
      "archived": true
    },
    "organizationId": "<string>",
    "owner": {
      "active": true,
      "bio": "<string>",
      "businessGroup": "<string>",
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "email": "<string>",
      "firstName": "<string>",
      "groupsJson": "<string>",
      "id": "<string>",
      "image": "<string>",
      "invited": true,
      "isExternallyManaged": true,
      "lastName": "<string>",
      "preferences": {
        "showOnboarding": true,
        "showScrollbars": true,
        "showWelcomeMessage": true
      },
      "rolesJson": "<string>",
      "searchText": "<string>",
      "security": {
        "roles": [
          "<string>"
        ]
      },
      "showDeveloperTools": true,
      "title": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "userHash": "<string>",
      "userStorage": {
        "favoriteLinks": [
          {
            "link": "<string>"
          }
        ]
      },
      "userType": "<string>",
      "uuid": "<string>"
    },
    "ownerId": "<string>",
    "projectTemplateRef": "<string>",
    "searchText": "<string>",
    "slug": "invoice-processing",
    "status": {
      "changeSequence": 123,
      "color": "<string>",
      "createdOn": "2023-11-07T05:31:56Z",
      "icon": "<string>",
      "id": "<string>",
      "organization": {
        "authGroupLink": {
          "authGroup": "<string>"
        },
        "changeSequence": 123,
        "createdOn": "2023-11-07T05:31:56Z",
        "defaultToPrivateTemplates": true,
        "description": "Document processing organization for Acme Corp.",
        "enterpriseOrganization": true,
        "features": {},
        "hasImage": true,
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "memory": {
          "orderedDashboards": [
            "<string>"
          ]
        },
        "name": "Acme Corp",
        "organizationStatus": "ACTIVE",
        "properties": {},
        "publicAccess": true,
        "searchText": "<string>",
        "slug": "acme-corp",
        "stripeCustomerId": "<string>",
        "supportAccess": true,
        "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "550e8400e29b41d4a716446655440000",
        "archived": true
      },
      "organizationId": "<string>",
      "production": true,
      "status": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "<string>"
    },
    "statusId": "<string>",
    "statusType": "ACTIVE",
    "templateArticleId": "<string>",
    "updatedOn": "2023-11-07T05:31:56Z",
    "uuid": "7c9e667974254de944be07fc1f90ae7"
  },
  "projectId": "<string>",
  "runOnExistingContent": true,
  "showInTraining": true,
  "slug": "invoice-extractor",
  "subscription": "<string>",
  "testOptions": {},
  "validationErrors": {
    "instances": [
      {
        "description": "<string>",
        "message": "<string>",
        "option": "<string>"
      }
    ]
  }
}
'

201

{
  "assistantRole": "<string>",
  "changeSequence": 123,
  "color": "<string>",
  "createdOn": "2023-11-07T05:31:56Z",
  "deleted": true,
  "description": "<string>",
  "id": "e4567890-12ab-cdef-3456-789012abcdef",
  "name": "Invoice Extractor",
  "options": {
    "agentRuntimeId": "<string>",
    "complete_label": "<string>",
    "moduleRefs": [
      "<string>"
    ],
    "pipeline": {
      "steps": [
        {
          "ref": "<string>",
          "conditional": "<string>",
          "executionPolicy": {
            "backoffBaseSeconds": 123,
            "backoffStrategy": "<string>",
            "maxAttempts": 123,
            "onExhausted": "<string>",
            "timeoutSeconds": 123
          },
          "name": "<string>",
          "options": {},
          "stepType": "<string>"
        }
      ]
    },
    "prompt": "<string>",
    "taxonomies": [
      "<string>"
    ]
  },
  "priorityHint": 123,
  "project": {
    "changeSequence": 123,
    "color": "#4A90D9",
    "createdOn": "2023-11-07T05:31:56Z",
    "dataFlow": {
      "edges": [
        {
          "id": "<string>",
          "properties": {},
          "source": "<string>",
          "target": "<string>"
        }
      ],
      "nodes": [
        {
          "dimensions": {
            "height": 123,
            "width": 123
          },
          "id": "<string>",
          "parentId": "<string>",
          "position": {
            "x": 123,
            "y": 123
          },
          "properties": {},
          "type": "<string>"
        }
      ],
      "viewPort": {
        "x": 123,
        "y": 123,
        "zoom": 123
      }
    },
    "description": "Automated invoice processing pipeline.",
    "documentStatuses": [
      {
        "changeSequence": 123,
        "color": "<string>",
        "createdOn": "2023-11-07T05:31:56Z",
        "icon": "<string>",
        "id": "<string>",
        "projectId": "<string>",
        "slug": "<string>",
        "status": "<string>",
        "statusType": "UNRESOLVED",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "<string>",
        "project": null
      }
    ],
    "id": "7c9e6679-7425-40de-944b-e07fc1f90ae7",
    "memory": {
      "changeSequence": 123,
      "orderedDashboards": [
        "<string>"
      ],
      "recentFilters": {},
      "recentQueries": {}
    },
    "name": "Invoice Processing",
    "notes": "<string>",
    "options": {
      "companion": {
        "agentRuntimeRef": "<string>",
        "moduleRefs": [
          "<string>"
        ],
        "prompt": "<string>"
      },
      "dataOptions": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "dataProperties": {},
      "executionPolicy": {
        "backoffBaseSeconds": 123,
        "backoffStrategy": "<string>",
        "maxAttempts": 123,
        "onExhausted": "<string>",
        "timeoutSeconds": 123
      },
      "groupTaxonTypeFeatures": {},
      "options": [
        {
          "aliases": [
            "<string>"
          ],
          "default": "<unknown>",
          "description": "<string>",
          "developerOnly": true,
          "displayProperties": {},
          "falseLabel": "<string>",
          "featureFlag": "<string>",
          "groupOptions": "<array>",
          "hint": "<string>",
          "label": "<string>",
          "listDescription": "<string>",
          "listLabel": "<string>",
          "listType": "<string>",
          "name": "<string>",
          "overviewMarkdown": "<string>",
          "possibleValues": [
            {
              "description": "<string>",
              "label": "<string>",
              "value": "<unknown>"
            }
          ],
          "properties": {},
          "required": true,
          "showIf": "<string>",
          "showOnPopup": true,
          "subType": "<string>",
          "supportArticle": "<string>",
          "tabName": "<string>",
          "type": "<string>"
        }
      ],
      "properties": {},
      "taskOptions": {
        "showNewTask": true
      },
      "taxonTypeFeatures": {}
    },
    "organization": {
      "authGroupLink": {
        "authGroup": "<string>"
      },
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "defaultToPrivateTemplates": true,
      "description": "Document processing organization for Acme Corp.",
      "enterpriseOrganization": true,
      "features": {},
      "hasImage": true,
      "id": "550e8400-e29b-41d4-a716-446655440000",
      "memory": {
        "orderedDashboards": [
          "<string>"
        ]
      },
      "name": "Acme Corp",
      "organizationStatus": "ACTIVE",
      "properties": {},
      "publicAccess": true,
      "searchText": "<string>",
      "slug": "acme-corp",
      "stripeCustomerId": "<string>",
      "supportAccess": true,
      "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "550e8400e29b41d4a716446655440000",
      "archived": true
    },
    "organizationId": "<string>",
    "owner": {
      "active": true,
      "bio": "<string>",
      "businessGroup": "<string>",
      "changeSequence": 123,
      "createdOn": "2023-11-07T05:31:56Z",
      "email": "<string>",
      "firstName": "<string>",
      "groupsJson": "<string>",
      "id": "<string>",
      "image": "<string>",
      "invited": true,
      "isExternallyManaged": true,
      "lastName": "<string>",
      "preferences": {
        "showOnboarding": true,
        "showScrollbars": true,
        "showWelcomeMessage": true
      },
      "rolesJson": "<string>",
      "searchText": "<string>",
      "security": {
        "roles": [
          "<string>"
        ]
      },
      "showDeveloperTools": true,
      "title": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "userHash": "<string>",
      "userStorage": {
        "favoriteLinks": [
          {
            "link": "<string>"
          }
        ]
      },
      "userType": "<string>",
      "uuid": "<string>"
    },
    "ownerId": "<string>",
    "projectTemplateRef": "<string>",
    "searchText": "<string>",
    "slug": "invoice-processing",
    "status": {
      "changeSequence": 123,
      "color": "<string>",
      "createdOn": "2023-11-07T05:31:56Z",
      "icon": "<string>",
      "id": "<string>",
      "organization": {
        "authGroupLink": {
          "authGroup": "<string>"
        },
        "changeSequence": 123,
        "createdOn": "2023-11-07T05:31:56Z",
        "defaultToPrivateTemplates": true,
        "description": "Document processing organization for Acme Corp.",
        "enterpriseOrganization": true,
        "features": {},
        "hasImage": true,
        "id": "550e8400-e29b-41d4-a716-446655440000",
        "memory": {
          "orderedDashboards": [
            "<string>"
          ]
        },
        "name": "Acme Corp",
        "organizationStatus": "ACTIVE",
        "properties": {},
        "publicAccess": true,
        "searchText": "<string>",
        "slug": "acme-corp",
        "stripeCustomerId": "<string>",
        "supportAccess": true,
        "supportAccessExpiresAt": "2023-11-07T05:31:56Z",
        "updatedOn": "2023-11-07T05:31:56Z",
        "uuid": "550e8400e29b41d4a716446655440000",
        "archived": true
      },
      "organizationId": "<string>",
      "production": true,
      "status": "<string>",
      "updatedOn": "2023-11-07T05:31:56Z",
      "uuid": "<string>"
    },
    "statusId": "<string>",
    "statusType": "ACTIVE",
    "templateArticleId": "<string>",
    "updatedOn": "2023-11-07T05:31:56Z",
    "uuid": "7c9e667974254de944be07fc1f90ae7"
  },
  "projectId": "<string>",
  "slug": "invoice-extractor",
  "subscription": "<string>",
  "testOptions": {},
  "updatedOn": "2023-11-07T05:31:56Z",
  "uuid": "<string>",
  "validationErrors": {
    "instances": [
      {
        "description": "<string>",
        "message": "<string>",
        "option": "<string>"
      }
    ]
  },
  "active": true,
  "chatEnabled": true,
  "runOnExistingContent": true,
  "showInTraining": true
}

Authorizations

x-api-keybearerAuth

x-api-key · string · header · required

API key for authentication. Create one from the Kodexa platform UI under Settings > Access Tokens.

Path Parameters

id · string<uuid> · required

Unique identifier (UUID) of the resource.

Body

application/json

An assistant is an AI-powered processor that analyzes and extracts data from documents within a project.

active · boolean | null

assistantRole · string

chatEnabled · boolean | null

color · string

description · string

name · string

Display name of the assistant.

Example:

"Invoice Extractor"

options · object

Show child attributes

priorityHint · integer<int32> | null

project · object | null

A project groups related document stores, assistants, tasks, and processing pipelines within an organization.

Show child attributes

projectId · string | null

runOnExistingContent · boolean | null

showInTraining · boolean | null

slug · string

URL-friendly identifier for the assistant.

Example:

"invoice-extractor"

subscription · string

testOptions · object | null

Show child attributes

validationErrors · object

Show child attributes

Response

201

application/json

Created assistant

An assistant is an AI-powered processor that analyzes and extracts data from documents within a project.

assistantRole · string · required

changeSequence · integer<int32> · required

Optimistic locking version number.

color · string · required

createdOn · string<date-time> · required

Timestamp when the assistant was created.

deleted · boolean · required

description · string · required

id · string · required

Unique identifier (UUID) for the assistant.

Example:

"e4567890-12ab-cdef-3456-789012abcdef"

name · string · required

Display name of the assistant.

Example:

"Invoice Extractor"

options · object · required

Show child attributes

priorityHint · integer<int32> | null · required

project · object | null · required

A project groups related document stores, assistants, tasks, and processing pipelines within an organization.

Show child attributes

projectId · string | null · required

slug · string · required

URL-friendly identifier for the assistant.

Example:

"invoice-extractor"

subscription · string · required

testOptions · object | null · required

Show child attributes

updatedOn · string<date-time> · required

Timestamp when the assistant was last updated.

uuid · string · required

Secondary UUID identifier.

validationErrors · object · required

Show child attributes

active · boolean | null

chatEnabled · boolean | null

runOnExistingContent · boolean | null

showInTraining · boolean | null