{"versionId":"da6f2d42-693b-4ccb-cc28-08deccbbfc9a","articleId":"bd6b6f28-8c39-4cc1-fcf7-08de8ebcacf6","title":"Certified assistants","tags":["Using Theta Assist","All articles"],"content":"<html><head></head><body><p>Certified assistants help people identify assistants that have been reviewed and approved. This makes it easier to choose a trusted assistant for work tasks.</p>\n<div class=\"mce-toc\">\n<h2>Quick links</h2>\n<ul>\n<li><a href=\"#what-certified-assistants-are\">What certified assistants are</a></li>\n<li><a href=\"#how-to-tell-if-an-assistant-is-certified\">How to tell if an assistant is certified</a></li>\n<li><a href=\"#request-certification-for-an-assistant\">Request certification for an assistant</a>\n<ul>\n<li><a href=\"#mcetoc_1jl0ne8qmbh\">Before you submit</a></li>\n<li><a href=\"#mcetoc_1jl0ne8qmbi\">How to request certification</a></li>\n</ul>\n</li>\n<li><a href=\"#mcetoc_1jrm9lu071ah\">How to review a certification request</a>\n<ul>\n<li><a href=\"#mcetoc_1jrmarl341jp\">Certification steps</a></li>\n</ul>\n</li>\n<li><a href=\"#mcetoc_1jrm9lu071aj\">Coming soon: direct admin certification&nbsp;</a></li>\n<li><a href=\"#mcetoc_1jrmarl341jq\">Certification statuses</a></li>\n</ul>\n</div>\n<h2 id=\"what-certified-assistants-are\">What certified assistants are</h2>\n<p>Assistant authors can submit an assistant for review. If the assistant is approved, it is badged as certified so people in your organisation can easily identify reliable, reviewed assistants.</p>\n<p>Coming soon: System admins can also directly approve an assistant.</p>\n<h2 id=\"how-to-tell-if-an-assistant-is-certified\">How to tell if an assistant is certified</h2>\n<p>You can identify a certified assistant in 2 places:</p>\n<ol>\n<li><strong>In the Library view</strong><br>Look for the&nbsp;badge in the <strong>Certified</strong> column.</li>\n<li><strong>On the assistant card</strong><br>If the certified&nbsp;assistant is shown on your home screen, it will display a certified badge</li>\n</ol>\n<p><img src=\"https://portal.helpfruit.com/api/images/0d5220bc9ad14992d05108dccd460f35/files/Certified%20assistant%20card.png\"></p>\n<p>&nbsp;</p>\n<h2 id=\"request-certification-for-an-assistant\">Request certification for an assistant</h2>\n<h3 id=\"mcetoc_1jl0ne8qmbh\">Before you submit</h3>\n<p>Before submitting an assistant for certification, make sure you:</p>\n<ul>\n<li>can open and edit the assistant</li>\n<li>know the assistant’s purpose and intended use cases</li>\n<li>can describe how the assistant has been tested</li>\n<li>are ready to provide review notes in the&nbsp;<strong>Certification</strong>&nbsp;tab</li>\n</ul>\n<h3 id=\"mcetoc_1jl0ne8qmbi\">How to request certification</h3>\n<ol>\n<li>Open the assistant you want reviewed, and click <strong>Edit Assistant</strong></li>\n<li>Select the <strong>Certification</strong> tab.</li>\n<li>Review the current status.</li>\n<li>Add notes about the assistant's purpose, capabilities, intended use cases, and how it has been tested.</li>\n<li>Select <strong>Submit request</strong>.</li>\n<li>Let your system admin know, to expedite review<br>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_certified-assistants-2_8a3ed690-af7c-4813-9ec9-4838e9297fe4.png\" width=\"1000\" height=\"427\"></div>\n</li>\n</ol>\n<p>Clear review notes help reviewers assess the assistant more quickly.</p>\n<h2 id=\"mcetoc_1jrm9lu071ah\">How to review a certification request</h2>\n<ul>\n<li>Admins can review certification requests from&nbsp;<strong>Admin &gt; Approvals</strong>.</li>\n<li>The bell icon indicates there are approvals pending review</li>\n<li>The <strong>Certification approvals</strong>&nbsp;section shows how many assistants are waiting for review and links to a filtered assistants list.</li>\n</ul>\n<p><img src=\"https://portal.helpfruit.com/api/images/0d5220bc9ad14992d05108dccd460f35/files/pending%20certification%20approvals.png?width=1000&amp;height=\"></p>\n<p>Alternatively,&nbsp;</p>\n<ul>\n<li>Go to&nbsp;<strong>Admin &gt; Management &gt; Assistants</strong></li>\n<li>Find the assistant in the list - sort by \"certified\" to see any pending requests near the top of your list</li>\n</ul>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_certified-assistants_a7475bb4-759e-465b-9997-4f642f347129.png\"></div>\n<h3 id=\"mcetoc_1jrmarl341jp\">Certification steps</h3>\n<ol>\n<li>Click&nbsp;<strong>Review</strong></li>\n<li>Check the request notes and&nbsp;Notes History</li>\n<li>Add review notes</li>\n<li>Select&nbsp;<strong>Approve</strong>,&nbsp;<strong>Deny</strong>, or&nbsp;<strong>Cancel request</strong></li>\n<li>(Optional) Let the submitter know the outcome of their request</li>\n</ol>\n<h2 id=\"mcetoc_1jrm9lu071aj\">Coming soon: direct admin certification&nbsp;</h2>\n<p>System admins can directly certify any assistant. To do this:</p>\n<ol>\n<li>Open the assistant details. You can either:&nbsp;\n<ul>\n<li>In the assistant, click the&nbsp;<strong>info</strong> or <strong>edit</strong> button above the threads menu; or</li>\n<li>Open the assistant from <strong>Admin &gt; Management &gt; Assistants</strong></li>\n</ul>\n</li>\n<li>Navigate to the certification tab</li>\n<li>Add any certification notes (e.g. the reason you have certified this assistant)</li>\n<li>Click <strong>Certify directly<br></strong>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/pasted_image_article_certified-assistants0001_4ee3d558-cf62-4647-9336-9a0f8b207685.png\" width=\"800\"></div>\n</li>\n</ol>\n<h2 id=\"mcetoc_1jrmarl341jq\">Certification statuses</h2>\n<p>An assistant can move between these statuses:</p>\n<ul>\n<li>Not Certified – not yet approved</li>\n<li>Pending – waiting for admin review</li>\n<li>Certified – approved by an admin</li>\n</ul>\n<p>Admins can also:</p>\n<ul>\n<li>approve a pending request</li>\n<li>deny or cancel a pending request</li>\n<li>revoke certification</li>\n<li>certify directly from Not Certified (coming soon)</li>\n</ul>\n<p>&nbsp;</p></body></html>","description":"Certified assistants help people identify reliable, reviewed assistants. Learn how to recognise certified assistants and submit an assistant for review.","isMarkdown":false,"publishedOnUtc":"2026-06-24T22:36:05.1063912","modifiedOnUtc":"2026-03-31T00:30:13.9490268"}