- Managing Autopilot for everyone
- Configuring Autopilot for everyone
- Starting prompts
- Context grounding
- Automation properties
- Advanced settings
- Deploying the Admin App
- Deploying toolset automations
- Troubleshooting
Starting prompts
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 in the UI upon start up. Through the UI, you can feature a maximum of three prompts for a given department and category.
<<< >>>. 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:
- Select the folder containing the prompt you want to update.
- 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:
- Select the folder containing the prompt you want to delete.
- 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
