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Autopilot user guide

User interface

Autopilot chat user interface and its main components.

The chat screen

This is the main screen of the Autopilot chat, where all your interactions reside. To access the chat screen, look for the Autopilot icon in your product.

On the chat screen you can perform the following actions:

  • Use the chat box to interact with Autopilot by providing prompts or asking questions.
  • Use the dynamic prompt suggestions, which change alongside your workflow context. These appear as clickable buttons above the input field to help you get started.
  • Select the language model Autopilot uses in your interaction. You can select from the available models based on your needs.
  • Upload files for future handling and exploration. Select the paperclip icon to attach files.
  • Open a New chat, access the Settings menu, or the Chat History.

New Chat

The New Chat option in the Autopilot header starts a fresh conversation and saves the previous one in your chat history. Use it when you want to switch topics, so your old prompts and answers do not affect the new interaction.

File attachments

You can attach files to your conversation to provide context, share documents, or request analysis. Select the paperclip icon in the chat input area to open the file attachment dialog.

Attachment limits:

  • Maximum file size: 15 MB per file
  • Allowed file types: .pdf, .png, .jpeg, .jpg, .webp, .gif, .bmp, .tiff, .tif, .svg, .txt, .xaml, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .rtf, .md, .markdown, .csv, .json, .yaml, .yml, .xml, .htm, .html, .css, .vsdx, .vsdm, .vdx

Settings

The Settings option opens the Settings menu, where you can control how Autopilot behaves. You can personalize its responses, enable specific tools, or connect it to Orchestrator MCP Servers.

Model selection

You can select the language model Autopilot uses from the model dropdown in the chat input area. Choose the model that best fits your needs based on speed, reasoning capabilities, and the specific task at hand.

Chat History

The Chat History option allows you to view and reopen past conversations with Autopilot. It provides a searchable list of previous interactions organized by date.

Select an entry to return to useful suggestions, troubleshooting steps, or workflow drafts. You can continue the conversation within that session and benefit from its existing context. Use the search bar at the top to find specific conversations.

From Chat History you can also download a conversation to your local device in JSON format. The file includes details about the organization, tenant, and specific conversation settings.

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