Autopilot for Everyone admin guide

Last updated May 28, 2025

Context Grounding

Context Grounding in Autopilot for Everyone allows you to search existing Context Grounding indexes to answer user queries.

For example, you want to query the HR documents of your organization, such as time and expense policies, or employee handbooks, using Autopilot. Using Context Grounding, an admin would create the index and enable it in Autopilot, which allows Autopilot to search the index to answer HR-related queries.

To use Context Grounding, make sure you meet the following criteria:

Relevant PDF, CSV, JSON, DOCX, XLSX, and TXT documents are uploaded in a shared Orchestrator storage bucket.
The index has been already created from the Orchestrator storage bucket.

Managing Context Grounding indexes

Index creation is done in Orchestrator, in the tenant-level Indexes page. For details, refer to Indexes.

Index enablement and management in Autopilot is done via the Context Grounding configuration section in Automation Cloud™ > Admin > AI Trust Layer > Autopilot for Everyone.

Once the index is created, enable it in Autopilot through the Context Grounding, panel.

Managing access for Context Grounding indexes

Access to Context Grounding indexes is managed at the folder level. Users can access indexes under the following conditions:

The index exists in the folder
The user is assigned to the same folder where the index is located
The index is enabled in Autopilot

Adding Context Grounding indexes

To add a Context Grounding index, follow the steps described in Creating indexes, in the Orchestrator user guide.

Enabling Context Grounding indexes

To enable an index for Autopilot for Everyone:

Navigate to the Automation Cloud > Admin > AI Trust Layer > Autopilot for Everyone tab, then choose the tenant where Autopilot for Everyone is installed.
Expand the Context grounding settings section.
Select the Enable Index option. The Enable Index In Autopilot panel opens.
From the Index name dropdown menu, select the index you want to add to Autopilot. The list of available indexes in the selected tenant is displayed.
In the Description for Autopilot* field, write a comprehensive description that should help Autopilot understand when to search for the selected index.
For example, for an index value "HR documents", the description could read "HR policy documents on time/expense, paternity, PTO, and employ handbook. Use for questions about company HR policies, providing accurate, up-to-date information to employees."
Select Enable to add the index. The panel closes and you are returned to the Context Grounding table.

Important:

Changes are automatically saved.

Editing Context Grounding indexes

To edit an index for Autopilot for Everyone:

Navigate to the Automation Cloud > Admin > AI Trust Layer > Autopilot for Everyone tab, then choose the tenant where Autopilot for Everyone is installed.
Expand the Context grounding settings section.
For the desired index, select Edit. The Updating index opens.
Modify the desired properties as needed.
Select Save to update the index. The panel closes and you are returned to the Context Grounding table.

Important:

Changes are automatically saved.

Deleting Context Grounding indexes

To remove an index from Autopilot for Everyone:

Navigate to the Automation Cloud > Admin > AI Trust Layer > Autopilot for Everyone tab, then choose the tenant where Autopilot for Everyone is installed.
Expand the Context grounding settings section.
For the desired index, select Delete. A confirmation message is displayed.
Select Delete to delete the prompt, or Cancel to dismiss the action.