Autopilot for everyone

Overview

Autopilot for everyone is UiPath's AI assistant built to help business users with daily tasks. It has the following capabilities:

• Generative AI - creates content, analyzes data, and generates insights
• Context grounding - searches Context grounding indexes to answer user queries
• Automations - recommends and runs UiPath automations
• Clipboard AI - performs AI-powered copy-paste operations

Limitations

• You can only upload the following file extensions:

  • CSV
  • JSON
  • TXT
  • PDF
  • PNG
  • JPG/ JPEG
  • TIF/ TIFF
• You can perform a single Clipboard AI paste from a table in Autopilot for everyone. However, you can still access the full capabilities of Clipboard AI by launching the Clipboard AI toolbar.
• The Clipboard AI functionality works exclusively on Windows operating systems.
• Overlapping or ambiguous descriptions for automations or Context grounding indexes can lead Autopilot to suggest or carry out actions that may not be intended.

User types

Organization administrators

To deploy and configure Autopilot for everyone in your organization, administrators have a dedicated section in Automation Cloud where they can manage Autopilot for everyone installations and configure the following Autopilot features:

• Starting prompts
• Context grounding
• Automation properties
• Advanced settings

Learn how to manage and configure Autopilot for everyone.

RPA developers

To build automations optimized for Autopilot for everyone, RPA developers can use the template UiPath provides.

Learn how to design Autopilot-relevant automations.

Business users

To prompt and interact with Autopilot for everyone, business users need to launch Assistant. Start your chat by selecting from predefined prompts, or input your own query.

Learn how to interact with Autopilot for everyone.

User-journey diagram

Data sources

Data sources provide relevant context to Autopilot for everyone to answer user queries. The decision to query a certain data source is based on its description. To answer a query, Autopilot has the ability to cross-reference up to six data sources.

Autopilot has access to several default data sources:

• Autopilot FAQ (*)
• Google (**)
• Wikipedia (**)

(*) Autopilot FAQ is a customizable data source used to provide information about Autopilot. You can be edited it to fit your organization specific needs.

(**) Autopilot for everyone uses Google, Wikipedia, and UiPath Documentation to find publicly available information. To stop these external searches, organization admins need to remove them from the user-accessible folder, or business users can disable them from Autopilot Settings > Advanced settings > Data sources.

Toolset automations

Autopilot for everyone comes with a catalog of automations ready for use, catering to multiple needs. When you install and deploy Autopilot, you also deploy a set of default automations, which were designed to satisfy the most common business requests. To leverage extended functionality, you can download additional automation toolsets from UiPath Marketplace and deploy them in the Solutions Management.

Default toolset

The default toolset deploys the following automations during the Autopilot for everyone installation:

• Autopilot

• Autopilot Mac

• Autopilot FAQ

• Google

• Wikipedia

Marketplace toolsets

In UiPath Marketplace, you can find several toolsets, grouping related automations. You can download the toolset that best satisfies your needs, then deploy it in the Solutions Management:

Toolset name	Automations
Productivity Enhances daily tasks productivity with automated expense tracking, document handling, email and calendar management, team-collaboration management, or instant access to UiPath product information. Marketplace download link	Get Location Details Get Weather Concur DocuSign File Google Emails Google Events OneNote Outlook Emails Outlook Events Outlook Task PDF Slack Teams Zoom UiPath Product Documentation Generate AI Image
Product and Engineering Enhances software development and IT service management. Marketplace download link	Confluence GitHub Jira ServiceNow
Sales Enhances sales processes and customer relationship management. Marketplace download link	Salesforce ZoomInfo

Localization

Autopilot can understand and respond in any language UiPath supports, regardless of your language settings. It also replies in the same language as the user prompt. Custom starting prompts, automations, and admin configurations cannot be localized.

To change languages, either:

• do it from the Assistant > Preferences > General settings menu, or
• write your prompt in your preferred language.

The real-time translation of automation cards, once they are displayed, might require a few moments to complete.

Prerequisites

To access Autopilot for everyone, ensure the following prerequisites are met:

• UiPath Assistant and Robot version 2024.10.5 or above, Enterprise edition, is installed on your machine
• The Robot is installed in User Mode
• You sign in to Assistant using the Service URL
• There is an Automation Ops policy to enable third party AI models and Anthropic models in your Automation Cloud™ tenant
• You are part of an Enterprise plan and hold a user license that enables attended automations, such as Automation Developer, Citizen Developer, Automation Express, or Attended User
• The Document Understanding service is enabled on your tenant
• Autopilot for everyone is installed in your Automation Cloud™ tenant
• You have access to the Autopilot folder in the tenant
• The personal workspace is enabled for your account
• The User license management is enabled for your organization

Roles and permissions

To interact with Autopilot for everyone, you need the following roles and permissions:

• The Automation User role in the Autopilot folder.
• The Enable user to run automation option is selected for your user account in Orchestrator.
• The personal workspace is enabled for your user account.
• The View permission for Resource Overwrites in the Autopilot folder.

Licensing and policies

To access Autopilot for everyone:

• Be part of an Automation Cloud™ Enterprise plan.
• Have a valid Attended, Automation Developer, RPA Developer, Citizen Developer, or Automation Express user license.

The Autopilot for everyone widget is displayed by default. To disable it for your organization, apply your own Automation Ops policy.

Compatibility matrix

Autopilot for everyone needs Assistant to run, and it uses Clipboard AI for the copy-paste functionality. The following compatibility table summarizes the working versions for each Assistant standalone version.

Product version	Assistant 2024.10.5
Autopilot for everyone 2024.10.7

Product version	Clipboard AI 2024.10.5
Autopilot for everyone 2024.10.7

Clipboard AI Enterprise version

Autopilot for everyone installs the latest Enterprise version of Clipboard AI.

Clipboard AI in the Autopilot chat experience facilitates pasting tables into a selected application. Learn how to paste tables with Clipboard AI.

To leverage the extended functionality of Clipboard AI, you need to access the Clipboard AI toolbar:

• The Paste in option under tables:

  • Paste with Mapper

  • Send to Clipboard AI

• The Assistant launchpad tile, which opens the Clipboard AI toolbar.

Refer to the Clipboard AI documentation for more details.