How to Use Your Copilot

Once you have created your Copilot, you can adjust, test, or deploy it. Let's explore each of these options!

• Adjust:
  • Edit Copilot: Edit the name and description of your Copilot
  • Edit Prompt: Edit the inner workings of your assistant, like the greeting, personality, additional rules, etc.
  • Data Collections: Link or disconnect data collections
  • Delete: Permanently delete your Copilot. This step cannot be undone.
• Test:
  • Your Copilot chat window should appear with your chosen greeting.
  • Interact with your Copilot as if you were one of your intended users.
  • If your Copilot is not coming back with appropriate responses, try adjusting the prompt (specifically creativity and additional rules) or adding/removing data sources.
  • Test your Copilot after each prompt and data source adjustment.
• Deploy:
  • All deployments can be protected using IP Restrictions and Access Keys
  • "Draft" Status: Your Copilot will NOT be publicly accessible
  • "Published" Status: Your Copilot will be publicly accessible to anyone with the URL (and key/IP address if enabled)
  • Deployment Types:
    • Hosted Deployment: This option will give you a URL that you can direct any users to access your Copilot
    • Framed Deployment: This option is like the “Hosted” option, however, using this deployment type allows you to implement your copilot within your own code base.
    • Framed deployment uses an “iframe” for you to showcase the hosted copilot. We provide the code block to input into your codebase. Just copy and paste!
    • API Deployment
    • See our API Documentation section for a run-down on how to navigate this deployment option