Using the Admin App

To access the Admin App, you need to be assigned to the Orchestrator folder where the Admin App has been deployed. Use the Admin App to add custom starter prompts and to configure properties for the automations in your personal workspace.

1. In Assistant, log in to the organization and tenant that hosts the Admin App.
2. Find the Admin App in the Apps list on the Dashboard tab, and Run it.
3. To customize starter prompts, select the Customize Starter Prompts card, or the Custom Starter Prompts tab.
   1. To add a new prompt, select Add new prompt. This opens the Add new prompt dialog.
   2. In the Department field, write the name of the department for which the new starting prompt should apply.
   3. In the Category field, write the name of the category for which the new starting prompt should apply.
   4. In the Prompt displayed to the user field, write the title of the starting prompt displayed upon start-up.
   5. In the Prompt field, write the prompt that that appears in the chat box.
      Important:

      If you want to include placeholders, make sure to surround the placeholder text between triple chevrons <<< >>>.
   6. Select Add to complete the addition process.
   7. To upload multiple custom prompts at once, select Upload.
   8. To download the existing custom prompts, select Download.
   9. Save your changes by selecting Publish changes, then restart Autopilot for everyone.
4. To customize properties for the automations in personal workspace, select the Automation Property Manager card, or the Automation Properties tab:
   1. Optionally, select the Autopilot-enabled processes only option. This sorts the automation list to display only the processes that have the Autopilot label.
   2. The Automation Name list displays only the automations in your personal workspace. Select one to configure it.
   3. In the Automation prompt description field, describe what the automation is expected to do.
   4. If you want this automation to be identified and run by Autopilot in the chat, select the Enable for Autopilot option.
   5. To have this automation execute before providing an answer to users in the chat, select the Set as data source option. When the answer is generated, it contains information gathered from running this automation.
   6. If the automation has been designed with arguments, these are displayed in the arguments table. To edit the argument-level properties of the selected automation, double-click each field.
   7. In the Display name field, write the name this argument should display to users in the automation card in the chat. For example, "Priority."
   8. In the Argument prompt description field, write the description for the AI to interpret or understand it. It should offer context about what the argument is. For example, "The priority of the email. Choices include low, high. If not provided, default is low."
   9. In the Description to user field, write the description the users should see in the automation card in the chat. For example, "Priority of the email."
   10. In the Dropdown options field, provide a comma-separated list of options available to users for selection. These options are specifically interpreted by the automation, so it is important to limit user choices to predefined values. Allowing free text input can lead to automation failures due to unexpected or incompatible values. For example, "Low, Normal, High".
   11. To force the argument to be displayed in the Hidden inputs section of the automation card, select the Hidden option.
   12. Hit Enter, then select Update to save the current configuration.
   13. Save your changes by selecting Publish changes, then restart Autopilot for everyone.