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One thing, three names. In these docs we call your assistant a Digital Twin. You will also see it called an Instance — on the Instance Settings panel, in the admin Instances list, and in your web address (your-instance.praxislxp.com) — and an Institution, which is what our software calls it behind the scenes (in API fields such as institution). All three mean exactly the same thing: one assistant, with its own knowledge, voice, members and settings. Which name you see depends on the screen you are on, not on what the thing is. An Account is different — it is the organisation that owns one or more Digital Twins.
Welcome to the Admin Guide! This section covers everything an administrator needs to set up, customise, and run Digital Twins for an organisation. New to the vocabulary? The glossary defines every term used here. Your first hour, in five steps: give your Digital Twin its name and instructions (Configuration), choose the AI model that answers (AI Models), make it look like yours (Personalization), invite your people (Users), and switch on the tools it may use (Tools) — and your people can start talking to it.

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Quick Access

Twin admins start here: the Instance Settings panel — opened from [+] → Settings in any conversation — holds a Digital Twin’s day-to-day settings on one screen per area: General, Personalization, Conversation, Voice, Knowledge, Tools, Assistants, Subagents, Connectors, Quotas, Invite, Integration (the Integration Wizard) and Billing. See Instance Settings.

Instance Settings panel

The twin admin’s settings, screen by screen — including the Integration Wizard and Billing.

Account & Billing

Manage accounts, credits, billing, and organisations with several Digital Twins.

Full Digital Twin editor

Every field of a Digital Twin in the admin console: core settings, prompts, branding, onboarding, and SSO.

AI & Models

Select and configure the AI models, RAG, voice, and moderation.

Assistants & Prompts

Manage organization-wide assistants and prompt variables.

Tools & Connectors

Configure AI tools, agents, connectors, MCP servers, and cloud services.

Users & Access

Manage users, entitlements, roles, and multi-factor authentication.

Analytics & Monitoring

Track conversations, sessions, feedback, and Praxis Shield incidents.

Legal & Compliance

Review privacy, education consent, and WCAG accessibility compliance.

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Administration Sections

Every page in the Admin Guide, grouped exactly as it appears in the sidebar.
Accounts with several Digital Twins, credits, and payment:
  • Accounts - Account concepts, list view, and how credits flow
  • Managing Accounts - Settings, shared integrations, Digital Twins, and credit transfers
  • Billing & Subscriptions - Purchase credits, manage subscriptions, retrieve invoices, connect Stripe
  • Credit Allocation & Transfers - How credits move between your organisation’s Account, each Digital Twin, and individual people — pooling, transfers, auto top-up
Configure a Digital Twin:
What powers the twin’s answers:
Specialized behavior on top of the twin:
  • Assistants - Create, manage, and share assistants with their own knowledge and skills
  • Variables - Externalize sensitive values and reuse assistant configurations
Extend what the twin can actually do:
  • Tools Reference - Every tool available to your Digital Twin
  • Agents - Give the twin its own workspace for long-running work, scheduled tasks, and approvals
  • Meeting Agent - Send the twin into a Zoom, Meet, or Teams call as a participant
  • Connector MCP - Connect to remote MCP servers
  • MCP Servers - External MCP tools and data sources, inbound and outbound
  • Cloud Services - Google Workspace, Microsoft 365, and Kaltura
Who can reach your Digital Twin, and with what rights:
Usage, safety, and what people are telling you:
  • Histories - Every conversation, for audit, debugging, compliance, and analytics
  • Sessions - Who is signed in, from where, and on what device
  • Praxis Shield - Detect and triage security incidents in AI conversations
  • Feedback - Read, triage, and act on user feedback

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Common Admin Tasks

1

Set up your Digital Twin

Start with Configuration to set up the name, instructions, and basic behaviours.
2

Select AI Models

Choose which AI Models power your Digital Twin based on your use case.
3

Customize Branding

Apply your organization’s look and feel via Personalization.
4

Add Users

Invite team members and set permissions in User Management.
5

Set Up Tools

Enable advanced capabilities with Tools and MCP servers.

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Integration & Deployment

Canvas Integration

Deploy your Digital Twin in Instructure Canvas LMS.

Web Integration

Embed your Digital Twin in any web application.

REST API

Integrate programmatically with our comprehensive API.

MCP Server

Connect to Model Context Protocol servers.

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Need Help?

FAQ

Find answers to common administrative questions.

Contact Support

Get help from our team for complex configurations.