Autopilot user guide

Confirm system, access, and licensing requirements are satisfied.

1. Confirm the Autopilot widget is enabled in your Assistant policy.
2. Confirm the Anthropic model is enabled in your AI trust Layer policy.

Install and configure required Integration Service connectors before proceeding with LLM setup. Ensure the following are installed:

• LLM connectors (mandatory)

  • Azure OpenAI
  • Amazon Bedrock
• Any connectors required for Autopilot Tools.

Once Integration Service connectors are ready, proceed with model configuration.

Install Autopilot for Everyone in your desired tenant.

1. Create a Starting prompt.
2. Enable a Context Grounding index.
3. Install a tool bundle.
4. Enable or disable several Advanced settings.
5. Enable or disable the consumption of AI units in License settings.

Create a specialized Autopilot for Everyone and configure it to your needs.

• Verify that Autopilot is enabled for targeted users and groups.
• Confirm that the widget, connectors, and models function as expected.
• Validate feature access and integration across your Automation Suite environment.