Creating Copilot
Locate the + icon on the left side of the navigation bar. This icon is typically used to initiate the creation of a new item.
Copilot Name
Enter a unique name for your Copilot. This name will help you identify and distinguish this Copilot from others.
Persona
Decide how you want your Copilot to sound and behave. Is it friendly, professional, or something else? Typically, use the Persona to give a master set of instructions to your Copilot such as refraining from certain words, outputting certain links, and more.
We have provided a template to help you get started. You can modify it however you like. It is not mandatory to keep the same but great to have it.
- Objective: Helps you define the purpose for the Copilot. What is the Copilot’s objective?
- Context: Provide more context to the Copilot. Who is it talking to, who is it representing, is there anything it should know by default?
- Audience: Describe your audience for the Copilot to intelligently understand and communicate well about your services or tasks to your respective audiences.
- Data Source: Just to provide a custom definition of what is present in your data sources, also known as Knowledge Base. Useful when you want your Copilot to retrieve certain information from some particular types of data sources depending on each query asked by your users.
- Style: How would you wish the information to be outputted - bulleted, numbered, structured, paragraphs? How would you want your Copilot to interact with your users - friendly, professional, like a friend?
- Other Rules: Use this space to highlight specific instructions. Most commonly, we have seen people use this space to make sure Copilot doesn’t talk about their Competitors. But you can use it for much more.
Logo
To upload a logo for your Copilot, click on the logo icon. This will open a file upload dialog. Click “Upload” or “Choose File” to select your logo image from your device.
Make sure your image has a 1:1 aspect ratio for best results.