Interacting with Autopilot

Recommendations for writing clear prompts and engaging with Autopilot responses.

Autopilot is designed to help you build, edit, and troubleshoot automations through a conversational experience. To get the most out of it, follow these recommendations to craft prompts, respond to suggestions, or manage your interactions:

Writing clear and specific prompts

Type your request in the chat input field. The more specific you are, the better Autopilot can understand and respond to your needs:

• Example: "Build a workflow that reads emails from Outlook, saves attachments, and logs the filenames in Excel."
• Too vague: "Help with email."

You can also reference existing elements from your project, for example "Update the UploadFiles sequence to include error handling."

Engaging with follow-ups and proposed solutions

Autopilot may guide you through the task by:

• Asking follow-up questions to clarify intent.
• Suggesting a step-by-step solution for you to accept or reject.
• Offering multiple options for how to complete a task.

Managing conversation history

Autopilot saves your conversations, allowing you to revisit and continue past sessions.

• Use the Chat History panel to browse or search previous conversations.
• Select a conversation to pick up where you left off, as Autopilot retains full context.
• Delete conversations you no longer need by selecting them and choosing Delete.

Starting a new chat

If you want to switch to a different task, select New Chat in the Autopilot header. This starts a clean session and ensures previous context does not interfere with your new request.