适合所有人的 Autopilot

概述

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

生成式 AI - 创建内容、分析数据并生成见解
Context grounding - searches Context grounding indexes to answer user queries
自动化 - 建议并运行 UiPath 自动化
Clipboard AI - performs AI-powered copy-paste operations

限制

您只能上传以下文件扩展名:
- 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.

用户类型

组织管理员

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:

启动提示词
上下文基础
自动化属性
Advanced settings

Learn how to manage and configure Autopilot for everyone.

RPA Developer

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

了解如何设计与 Autopilot 相关的自动化。

企业用户

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.

用户旅程图

数据源

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 可以访问多个默认数据源：

Autopilot 常见问题解答 (*)
Google (**)
维基百科 (**)

(*) Autopilot 常见问题解答是一个可自定义的数据源，用于提供有关 Autopilot 的信息。您可以对其进行编辑以满足组织的特定需求。

(**) 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.

工具集自动化

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.

默认工具集

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

Autopilot
Autopilot Mac
Autopilot 常见问题解答
Google
维基百科

UiPath 市场工具集

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:

工具集名称	自动化
生产率通过自动费用跟踪、文档处理、电子邮件和日历管理、团队协作管理或对 UiPath 产品信息的即时访问，提高日常任务的生产力。市场下载链接	获取位置详细信息获取天气 Concur DocuSign 文件 Google 邮箱 Google 活动 OneNote Outlook 电子邮件 Outlook 事件 Outlook 任务 PDF Slack 团队缩放 UiPath 产品文档生成 AI 图像
产品与工程部增强软件开发和 IT 服务管理。市场下载链接	Confluence GitHub Jira ServiceNow
销售增强销售流程和客户关系管理。市场下载链接	Salesforce Zoom 信息

本地化

无论您的语言设置如何，Autopilot 都可以理解 UiPath 支持的任何语言并以其响应。它还会使用与用户提示符相同的语言进行回复。自定义启动提示符、自动化和管理员配置无法本地化。

要更改语言，请执行以下操作：

从 “ Assistant ”> “首选项” >“常规设置”菜单执行此操作，或者
用您的首选语言编写提示词。

自动化卡在显示后，系统会对其进行实时翻译，但系统可能需要一些时间才能完成这些翻译。

先决条件

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

您的计算机上已安装 UiPath Assistant 和 Robot 2024.10.5 或更高版本企业版
The Robot is installed in User Mode
You sign in to Assistant using the Service URL
有一项 Automation Ops 策略可在 Automation Cloud™ 租户中启用第三方 AI 模型和 Anthropic 模型
您已加入企业计划，拥有支持 Attended 自动化的用户许可证，例如 Automation Developer、Citizen Developer、Automation Express 或 Attended User
已在租户上启用 Document Understanding 服务
Autopilot for everyone is installed in your Automation Cloud™ tenant
您有权访问租户中的 Autopilot 文件夹
已为您的帐户启用个人工作区
已为您的组织启用用户许可证管理

角色和权限

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

Autopilot 文件夹中的Automation User角色。
已在 Orchestrator 中为您的用户帐户选择 “允许用户运行自动化”选项。
已为您的用户帐户启用个人工作区。
Autopilot 文件夹中 对资源覆盖的 查看权限。

许可和策略

To access Autopilot for everyone:

成为 Automation Cloud™ 企业计划的一部分。
拥有有效的 Attended、Automation Developer、RPA 开发者、Citizen Developer 或 Automation Express 用户许可证。

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

兼容性矩阵

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.