- Getting started
- Best practices
- Data privacy
- Autopilot chat
- Generating automations
- Generating tests
- Generating tests
- Quality-check requirements
- Generate tests for requirement
- Import manual test cases
- Find obsolete tests
- Generate tests for SAP transactions
- Generate coded automations
- Generate coded API automation
- Refactor coded automations
- Generate low-code automations
- Generate synthetic test data
- Generate test reports
- Search Test Manager project
- Autopilot for Everyone
- About Autopilot for Everyone
- Autopilot for Everyone feature comparison
- User types
- Data sources
- Toolset automations
- Localization
- Prerequisites
- Autopilot widget
- The Autopilot for Everyone tenant card
- Prerequisites for installation
- Enabling Anthropic models
- Installing Autopilot for Everyone
- Updating Autopilot for Everyone
- Uninstalling Autopilot for Everyone
- Configuring Autopilot for Everyone
- Disabling the Autopilot welcome screen in Assistant
- Configuring an LLM for Autopilot for Everyone
- Deploying toolset automations
- Prompt-to-response flow
- Launching Autopilot for Everyone
- Autopilot settings for business users
- Using a specialized Autopilot
- Using a starting prompt
- Uploading and analyzing files
- Running automations
- Interacting with Autopilot answers
- Using suggested prompts
- Starting a new chat
- Chat history
- Providing general feedback
- Clipboard AI Enterprise version
- Troubleshooting
Autopilot user guide
Starting prompts are predefined instructions aimed to provide effective instructions on executing common tasks. You can create starting prompts based on the department they apply to, such as "General," "Sales," or "HR," and on the category of action they initiate, such as creating, analyzing, scheduling, or optimizing.
starting_prompts.json file, which is generated automatically when you add the first custom prompt. You can find it in the Autopilot Document Config storage bucket of the selected folder.
If you have access to multiple folders and each one has a set of starting prompts defined, Autopilot aggregates all the prompts and displays them at startup. Duplicate entries are removed.
You can feature, or pin, starting prompts. Featured or pinned prompts are always visible at the top of the list in the UI upon start up.
<<< >>>. Users can identify placeholders by the blue highlight around them, which indicates that they should be replaced. For example,
if a user selects the prompt "Give me weather information for <<<location>>>.", the user can replace <<<location>>> with the name of their current city. Then Autopilot fetches data for that specific location and provides an answer.
When you first access the Starting prompts panel, no folder is selected, and no starting prompts are displayed.
To display the starting prompts in a specific folder, select the folder from the Orchestrator folder dropdown menu. The Configured folders only checkbox next to the folder dropdown menu allows you to sort the list to display only the folders that have custom starting prompts predefined. Leaving this option clear displays all the folders in the tenant you can access.
Once you select a folder, the following options become active:
- Upload - allows you to upload a CSV file containing multiple custom starting prompts.
Important:
Existing starting prompts in the folder are overwritten.
- Download - allows you to download the current starting prompts to a CSV file.
- Create new - allows you to add a new starting prompt in the selected folder.
To edit an existing prompt:
- 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 Starting prompts settings section.
- From the Orchestrator Folder dropdown, select the folder containing the prompt you want to edit.
- To filter the folders that have custom starting prompts predefined, select the Configured folders only checkbox. Leaving this option clear displays all the folders you can access in the selected tenant.
- For the desired prompt, select Edit. The Updating starting prompt opens.
- Modify the desired properties as needed.
- Select Save to update the starting prompt. The panel closes and you are returned to the Starting Prompts table.
- Select Save Changes to update the corresponding
starting_prompts.jsonfile.
To delete an existing prompt:
- 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 Starting prompts settings section.
- From the Orchestrator Folder dropdown, select the folder containing the prompt you want to delete.
- To filter the folders that have custom starting prompts predefined, select the Configured folders only checkbox. Leaving this option clear displays all the folders you can access in the selected tenant.
- For the desired prompt, select Delete. A confirmation message is displayed.
- Select Confirm to delete the prompt, or Cancel to dismiss the action.
- Select Save Changes to update the corresponding
starting_prompts.jsonfile.
Adding even a single custom starting prompt removes all default ones. To continue to use them, select the Add default prompts option. This appends the default prompts to the list. Remember, changes apply only after selecting Save changes.
starting_prompts.csv file in the Downloads directory on your
device. If no prompts exist in the folder, a blank CSV is downloaded.
department,
category, title, prompt,
isFeatured, requiresFileUpload.
department, category, title,
prompt, isFeatured,
requiresFileUpload. The values for these headers should adhere
to the following:
department: the name of the department to which the prompt appliescategory: the name of the category to which the prompt appliestitle: the title of the starting promptprompt: the prompt displayed in the chat boxisFeatured: use TRUE to pin the prompt; use FALSE otherwiserequiresFileUpload: use TRUE if uploading a file is necessary; use FALSE otherwise
