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Autopilot user guide

Configuration checklist for Autopilot for Everyone in Automation Suite

Configuration checklist for setting up Autopilot for Everyone in Automation Suite.

1. Prerequisites​

2. Setting up policies​

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

3. Configuring Integration Service connectors for LLMs​

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.

4. Configuring the LLM​

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

Important:

The Gemini option may appear in the dropdown but is not yet supported.

5. Installing Autopilot for Everyone​

Install Autopilot for Everyone in your desired tenant.

6. Configuring Autopilot for Everyone​

  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.

7. Creating a specialized Autopilot for Everyone.​

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

8. Post-configuration validation​

  • 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.

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