Autopilot for Everyone

Overview

Autopilot for Everyone serves as a central hub where users can access both UiPath's general-purpose assistant and your custom conversational agents. It provides a unified chat interface for users in the Assistant.

Note:

To access Conversational Agents through the Assistant Desktop or Assistant Web, you must install Autopilot for Everyone and interact with agents through the Autopilot for Everyone interface.

Intended users: End users who need quick access to conversational agents alongside Autopilot for Everyone and Assistant automations.

Feature availability

Note:

Assessed for Autopilot for Everyone version 25.12.1

Feature	Available
Start new chat	✅
Chat history	✅
Delete chat session	✅
Settings	✅
Starting prompts	❌
File uploads	✅
Citations	✅
HTML preview	❌
Copy response	✅
Feedback (thumbs)	✅
Debug dump	✅

Prerequisites

To make a conversational agent available in Autopilot for Everyone:

Admin setup

1. Install Autopilot for Everyone.
2. Publish the conversational agent to the appropriate Orchestrator folder.
3. Ensure users have appropriate permissions to access the agent.

User requirements

• Access to UiPath Assistant (Desktop or Web).
• Permissions to use the published agent.

Accessing the agent

1. Open Autopilot for Everyone from UiPath Assistant Desktop or Assistant Web.
2. Your published conversational agents appear in the Autopilot picker alongside specialized Autopilots.
3. Select an agent to start a conversation.
4. Once you begin a conversation with an agent, that chat session is locked to the agent. To switch agents, start a new chat.

Chat features

The chat experience in Autopilot for Everyone follows the Autopilot UX patterns. This section describes how each feature works within Autopilot.

Starting a new chat

Select the New chat button to begin a fresh conversation with the current agent. This clears the current context and starts a new session.

You can only switch to a different agent or Autopilot for Everyone from the picker by first starting a new chat.

Chat history

Access previous conversations from the chat history panel:

1. Select the Menu icon in the chat interface.
2. Browse or search previous conversations.
3. Select a conversation to continue where you left off.

Chat history is maintained across A4E and all agents.

Deleting chat sessions

Remove conversations from your chat history:

1. Select the Menu icon to open the history panel.
2. Find and select the conversation you want to delete.
3. Select the Delete icon at the top of the history panel.

Deleted conversations are permanently removed and cannot be recovered.

Settings

Access chat settings to customize your experience:

1. Select the Settings icon in the chat interface.
2. Adjust available options, such as Profile Information.

Uploading files

Send files to the agent for analysis:

1. Select the Attach file icon or drag and drop a file into the chat.
2. Add a message describing what you want to do with the file.
3. Send the message.

A file analysis tool such as Analyze files or IXP must be configured on the agent to process files.

Supported file types for Analyze files tool:

• Images: GIF, JPE, JPEG, PNG, WEBP.
• Documents: PDF (must be under 5MB)

Citations

When an agent uses knowledge sources to generate a response, citations appear to show the origin of the information:

1. Look for numbered citation markers in the agent's response.
2. The Sources panel displays the source document and page (if applicable) referenced.

Note:

Citation preview is only available for PDF documents.

Copying responses

Copy agent responses to your clipboard:

1. Select the Copy to Clipboard icon below an agent response.
2. The response text is copied to your clipboard.

Providing feedback

Help improve the agent by providing feedback on responses:

1. After an agent response, select Thumbs up or Thumbs down.
2. (Optional for positive feedback) Add a comment explaining your feedback.
3. Submit the feedback.

Feedback is collected to help improve the agent.

Debug dump

Generate debug logs for troubleshooting issues:

1. Select the Settings icon in the chat interface.
2. Click Download Logs at the bottom of the Settings menu.
3. An autopilot-troubleshooting-logs.zip file will be exported with:
   • Chat history
   • Console logs

Share this file with support or development teams when troubleshooting issues.

Limitations

The following features are not available in Autopilot for Everyone:

Feature	Notes
Starting prompts	Starting prompts configured for conversational agents isn't propagated to A4E
HTML preview	HTML content displays as raw HTML or markdown. Use Instance Management to preview HTML output.

Next steps

• Instance Management: Full feature reference and debugging
• Autopilot documentation: Complete Autopilot guide