Automation properties

Overview

Automation properties control how automations behave in Autopilot for everyone. They are stored as key-value pairs in Orchestrator, for each selected Autopilot process. Initially, all options are disabled until a folder is selected. Once you select a folder from the Orchestrator Folder dropdown menu, the Autopilot enabled processes only option is displayed. If selected, it filters automations in that folder by those that have the Autopilot label. Otherwise, all automations in the folder are displayed. Use the Automation dropdown menu to select a automation and configure its properties.

The properties are:

• Autopilot prompt description - Describes to Autopilot what the automation does. Accepts maximum 256 characters. If left blank, it uses the process description. Adds the following key-value pair in Orchestrator:
  • Key: AutopilotPromptDescription
  • Value: description of the process
• Enable for Autopilot - If selected, enables the automation in Autopilot, so it knows to recommend it in chat and to execute it.

  Adds the label "Autopilot" to the automation.

• Set as pre-response action - If selected, sets the automation as a pre-response action, meaning the automation runs in the background before Autopilot responds to the query. Autopilot can run up to six pre-response actions for a single prompt.

  If the automation has insufficient information to set up the pre-response action, it asks for additional data. For example, it might need to establish a new connection, scenario in which it displays a card prompting for a connection setup, or it may ask you for data in the chat.

  Autopilot also shares the execution status and, depending on the number of pre-response actions run, it displays either the automation name or "Searched multiple sources". Hovering over the "i" icon shows the executed automations and their inferred arguments.

  Adds the following key-value pair in Orchestrator:

  • Key: AutopilotPreResponseAction
  • Value: True
• Argument-level properties - Configures the display and behavior of arguments in automation cards:
  • Name - The name of the argument as it appears in Studio. This field is read-only.
  • Display name - The name of the argument that should be displayed in the automation card.
  • Description to user - An additional description for the argument, to provide more context to the user.
  • Description to Autopilot - The description of the argument to the AI, to provide more context to Autopilot and how to infer its value.
  • Dropdown options - The comma-separated list of options that should be displayed if the argument type is a string. If provided, the argument field displays as a dropdown menu. Otherwise, the argument field displays a text box. 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.
  • Hidden - If true, forces the argument to be displayed in the collapsed Hidden inputs menu of the automation card.

  Adds a key-value pair in Orchestrator for each argument:

  • Key: argument name
  • Value: concatenated string of argument-level properties
  Important:

  Autopilot hides optional arguments that are not inferred.

When you are finished configuring the properties for a process, select Save changes. This overwrites the tags and the key-value pairs for the process in Orchestrator.

Select Reset to discard all changes, and reload the existing properties of the process.

Managing automation properties

To edit the properties of an automation:

1. Select the Orchestrator Folder where the desired automation resides.
2. Optionally, select the Autopilot enabled processes only option. This sorts the automation list to display only the processes that have the Autopilot label.
3. Select the Automation.
4. In the Automation prompt description field, describe what the automation is expected to do.
5. If you want this automation to be identified and run by Autopilot in the chat, select the Enable for Autopilot option.
6. To have this automation execute before providing an answer to users in the chat, select the Set as pre-response action option. When the answer is generated, it contains information gathered from running this automation.
7. Select Save changes to save the current configuration.

Managing argument-level properties

If an automation has been designed with arguments, these are displayed as tabular data. To edit the argument-level properties of an automation:

1. Select the Orchestrator Folder where the desired automation resides.
2. Optionally, select the Autopilot enabled processes only option. This sorts the automation list to display only the processes that have the Autopilot label.
3. Select the Automation.
4. In the arguments table, select Edit for the desired argument. The Updating automation properties panel opens.
   Important: You cannot edit the Name field, as this is a value set at design time in Studio.
5. In the Display name field, write the name this argument should display to users in the automation card in the chat. For example, "Priority."
6. 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."
7. In the Description to Autopilot 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."
8. 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".
9. To force the argument to be displayed in the Hidden inputs section of the automation card, select the Hidden option.
10. Select Save to update the argument-level properties. The panel closes and you are returned to the arguments table.
11. Select Save changes to save the current configuration.