Basic Info

This section allows users to configure fundamental details about their Copilot.

Basic Info

Copilot Name

• Give your Copilot a unique name to easily identify it.

  Copilot name

Personality

• Select the personality that best suits your Copilot's role. The personality you choose influences how the Copilot communicates with users. Available options include:

Personality	Description
Professional	Ideal for formal and business settings.
Sassy	Adds a touch of playful boldness to interactions.
Empathetic	Creates a caring and understanding tone.
Formal	Maintains a strict and polished demeanor.
Humorous	Injects humor into responses, making conversations light and enjoyable.
Friendly	Adopts a warm and approachable style.

Basic Info

Persona

• Define the overall personality and behaviour of your Copilot, including its objective, context, and the company it represents. For more in-depth information check out this page.

  Copilot Persona

Creativity Level

• The Creativity Level determines how your Copilot responds to incoming queries. Set it to Low if you want your Copilot to strictly adhere to the data sources and information you've provided. Set it to Medium if you want your Copilot to have some flexibility in how it addresses queries. Set it to High if you want your Copilot to be more creative and dynamic in its responses.

  Creativity Level

Chat Model

• The Chat Model allows you to choose the LLM model that powers your AI assistant. This choice determines the capabilities, performance, and cost of your Copilot instance.

  Select Chat Model

  note

  Different Chat Models may consume credits at different rates. Review the cost structure to manage usage.

AI Agent

You can customize your Copilot by manually setting its Name, Persona, Creativity, and Personality, or use the AI Agent feature to automatically generate a tailored configuration based on your inputs.

For example, you can input a short prompt like "Copilot for a healthcare company" or "Fun travel assistant" to define its behavior creatively.

1. Click on AI Agent to begin the configuration.

   Click on AI Agent to start.

2. Write a prompt such as "I want to create a copilot for my healthcare company XYZ and I want to address incoming enquiries about services through this." to generate the relevant setup.

   Enter a prompt to define the Copilot's behavior.

3. Click on Done to finalize the AI-generated configuration.

   Click Done to save the AI Agent configuration.

4. Once you've provided a prompt and clicked Done, the AI Agent will automatically generate the Name, Persona, Creativity, and Personality for your Copilot based on the context you specified.

   AI generated Name & Personality

   AI generated Persona & Creativity

   tip

   Using the AI Agent feature saves time by automatically configuring your Copilot's basic info, including Name, Persona, and Creativity. You can further refine these settings later as needed.