- Getting started
- Best practices
- Autopilot for Everyone
- Data privacy
Autopilot for Everyone Web overview
Prerequisites
To access Autopilot for Everyone from Assistant Web, ensure the following prerequisites are met:
- You sign in to Assistant using the Service URL.
- You are part of an Enterprise plan and hold a user license that enables attended automations.
- The Document Understanding service is enabled on your tenant .
Important:
You need AI units to enable the Document Understanding service. To have access to AI units, add the AI Center service to your tenant.
- Autopilot for Everyone version 2025.4.1 is installed in your Automation Cloud™ tenant.
- You have access to the Autopilot folder in the tenant.
- The personal workspace is enabled for your account.
- The Automation User role in the Autopilot folder.
- The Enable user to run automation option is selected for your user account in Orchestrator.
- The personal workspace is enabled for your user account.
- The View permission for Resource Overwrites in the Autopilot folder.
Additionally, to run automations, you must create a Cloud Robot - Serverless machine template and then add both the template and the accounts to the specific automations folder.
To access Autopilot for Everyone:
- Make sure you have an Automation Cloud™ Enterprise plan.
- Make sure you have a valid user license.
If the 24.10.1 Assistant policy is in place, the Autopilot for Everyone widget appears by default. To disable the widget for your organization, apply your own Automation Ops policy.
Tenant-level deployments of Assistant policies do not propagate correctly to users, and prevent the Autopilot for Everyone widget from being displayed. As a temporary solution, deploy the Assistant policy directly to a user group with the intended users.
Automation Developer or Autopilot Express licenses (for Flex plans), and User Express licenses (for Unified Pricing plan), allow you to execute automations only from the following Orchestrator folders:
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Personal Workspace—Automations created by users
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Autopilot—Automations installed and deployed with the Autopilot for Everyone installation
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Tool Automations and subfolders—Out-of-the-box automations deployed by Autopilot for Everyone administrators
- reinstalling the out-of-the-box automation bundles from the Autopilot for Everyone Admin experience, and
- removing any manually deployed out-of-the-box automations.
