- Interacting with Autopilot for Everyone
- Prerequisites to use Autopilot in Assistant
- Prompt-to-response flow
- Launching Autopilot for Everyone
- Autopilot settings for business users
- Using a starting prompt
- Uploading and analyzing files
- Running automations
- Interacting with Autopilot answers
- Using suggested prompts
- Starting a new chat
- Providing general feedback
- Pasting operations with Clipboard AI
Autopilot for Everyone user guide
Autopilot settings for business users
As a business user, you can customize the way Autopilot operates on your end. The available settings may be restricted by the configurations made at tenant-level.
To access the Autopilot settings, select the Settings icon at the top-right side of the Autopilot window.
In this Settings section you can edit personal details, such as:
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Profile picture
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Name
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Email
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Role
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Department
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Location
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Localization toggle, to allow dynamic AI translation of automations, data sources and their properties, but only after you change the Language from Assistant Preferences. For example, the following image shows the Automations and Data Sources settings after the Language was changed to French.
In this Settings section you can edit settings to customize Autopilot in helping with your daily tasks.
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User notes—allows you to configure a personalized interaction with Autopilot. User notes are key-value pairs, where the key refers to a preferred Topic, and the Value should indicate the desired behavior from Autopilot. Select Add note to provide your own key-value pairs. To remove a user note, select the bin icon.
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Data sources—provides the list of pre-response action data sources Autopilot can query when analyzing your request. To exclude a data source from Autopilot access, turn off the desired option. By default, Autopilot has access to all data sources available. Select Refresh to reload the list.
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Automations—provides the list of out-of-the-box and custom automations Autopilot can run when analyzing your request. To exclude an automation from Autopilot access, turn off the desired option. By default, Autopilot has access to all out-of-the-box automations. If you added automations in Orchestrator for Autopilot to execute, select Refresh to reload the list.
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Available connections—provides the list of available Integration Service connections required by the automations selected in the Data sources.
If anything goes amiss in your interaction with Autopilot for Everyone , you can access the logs.
autopilot-troubleshooting-log.zip file, then share the downloaded file with your support team. The downloaded file contains the logs and the chat history for
the current session.
The Troubleshooting section also provides the option to Send Feedback.
To exit autopilot and interrupt the active chat session, select Exit Autopilot. This action stops Autopilot and returns you to the restart screen in the Autopilot tab.
