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Autopilot user guide

Last updated Oct 31, 2025

Configuring Autopilot for Everyone

To customize Autopilot for end users, access the Admin section in your Automation Cloud® organization. Navigate to the AI Trust Layer card, select the Autopilot for Everyone tab, then choose your tenant. The following settings become available for configuration:

  • Starting prompts—predefined prompts aimed to provide effective instructions for executing common tasks.
  • Context Grounding—allows you to enable existing Context Grounding indexes in Autopilot for Everyone, which helps perform searches to complete user queries.
  • Tools—control how automations tools are configured in Autopilot for Everyone.
  • Advanced settings—controls various functionality for Autopilot for Everyone, such as file uploads, user notes, or setting a chat history limit.
  • License settings—controls the consumption of AI units for Autopilot actions.

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