Starting prompts

Starting prompts are predefined instructions aimed to provide effective instructions on executing common tasks. You can create starting prompts based on the department they apply to, such as "General," "Sales," or "HR," and on the category of action they initiate, such as creating, analyzing, scheduling, or optimizing.

Default versus customized prompts

If no customized prompts exist in any folder you can access, Autopilot displays a set of default prompts. Once you add even a single custom starting prompt, the default ones are no longer displayed. When defining a starting prompt, you must provide a department and a category. A category can have more than three prompts, and Autopilot shuffles them in the UI at every startup. You can also rearrange them by selecting the Refresh icon. All changes are captured in the starting_prompts.json file, which is generated automatically when you add the first custom prompt. You can find it in the Autopilot Document Config storage bucket of the selected folder.

Prompts displayed to users

If you have access to multiple folders and each one has a set of starting prompts defined, Autopilot aggregates all the prompts and displays them at startup. Duplicate entries are removed.

Featured prompts

You can feature, or pin, starting prompts. Featured or pinned prompts are always visible in the UI upon start up. Through the UI, you can feature a maximum of three prompts for a given department and category.

Placeholders in prompts

To include placeholders in starting prompts, surround them with a pair of triple chevrons <<< >>>. Users can identify placeholders by the blue highlight around them, which indicates that they should be replaced. For example, if a user selects the prompt "Give me weather information for <<<location>>>.", the user can replace <<<location>>> with the name of their current city. Then Autopilot fetches data for that specific location and provides an answer.

Viewing the starting prompts in a folder

When you first access the Starting prompts panel, no folder is selected, and no starting prompts are displayed.

To display the starting prompts in a specific folder, select the folder from the Orchestrator folder dropdown menu. The Configured folders only checkbox next to the folder dropdown menu allows you to sort the list to display only the folders that have custom starting prompts predefined. Leaving this option clear displays all the folders in the tenant you can access.

Once you select a folder, the following options become active:

• Upload - allows you to upload a CSV file containing multiple custom starting prompts.
  Importante:

  Existing starting prompts in the folder are overwritten.

• Download - allows you to download the current starting prompts to a CSV file.
• Create new - allows you to add a new starting prompt in the selected folder.

Adding starting prompts

To add a new starting prompt:

1. Select the folder where you want to add new prompts.
2. Select the Create new option. The Creating new starting prompt panel opens.
3. In the Department* field, write the name of the department for which the new starting prompt should apply.
4. In the Category* field, write the name of the category for which the new starting prompt should apply.
5. In the Prompt displayed to the user* field, write the title of the starting prompt displayed upon start-up.
6. In the Prompt sent to AI* field, write the prompt that that appears in the chat box.
   Importante:

   If you want to include placeholders, make sure to surround the placeholder text between triple chevrons <<< >>>.
7. If you want this starting prompt to always show up in the Autopilot chat, select the Display prompt as featured prompt option.
8. To prompt users to upload files, select the Require a file upload along with prompt option.
9. Select Save to create the starting prompt. The panel closes and you are returned to the Starting Prompts table.
10. Select Save Changes. This generates the starting_prompts.json file and automatically creates the storage bucket in the selected folder, but only if these don not exist already. The JSON file should contain all the previously added prompts.

Editing starting prompts

To edit an existing prompt:

1. Select the folder containing the prompt you want to update.
2. For the desired prompt, select Edit. The Updating starting prompt opens.
3. Modify the desired properties as needed.
4. Select Save to update the starting prompt. The panel closes and you are returned to the Starting Prompts table.
5. Select Save Changes to update the corresponding starting_prompts.json file.

Deleting starting prompts

To delete an existing prompt:

1. Select the folder containing the prompt you want to delete.
2. For the desired prompt, select Delete. A confirmation message is displayed.
3. Select Confirm to delete the prompt, or Cancel to dismiss the action.
4. Select Save Changes to update the corresponding starting_prompts.json file.

Reverting to default prompts

Adding even a single custom starting prompt removes all default ones. To continue to use them, select the Add default prompts option. This appends the default prompts to the list. Remember, changes apply only after selecting Save changes.

Downloading starting prompts

To download the current list of starting prompts for the selected folder, select Download. This saves the starting_prompts.csv file in the Downloads directory on your device. If no prompts exist in the folder, a blank CSV is downloaded.

The CSV file has the starting prompt properties as headers: department, category, title, prompt, isFeatured, requiresFileUpload.

Uploading starting prompts

To add multiple starting prompts at once, select Upload. This action opens the Upload starting prompts panel. Ensure you have a prepared CSV file with these headers in order: department, category, title, prompt, isFeatured, requiresFileUpload. The values for these headers should adhere to the following:

• department: the name of the department to which the prompt applies
• category: the name of the category to which the prompt applies
• title: the title of the starting prompt
• prompt: the prompt displayed in the chat box
• isFeatured: use TRUE to pin the prompt; use FALSE otherwise
• requiresFileUpload: use TRUE if uploading a file is necessary; use FALSE otherwise