Configure Copilots in Skypoint AI Studio

Overview

Welcome to the Copilots personalization guide! The Copilots allows you to create a fully personalized experience, aligned with your brand and theme preferences. This customizable feature offers unique branding, theme options, and dedicated access points. It is divided into two main sections:

1. Branding: Customize your site's appearance to align with your brand identity. Update the customer URL, page title, and theme color to reflect your branding. Additionally, personalize your experience by adding your brand icon and image, with flexible alignment options to suit your preferences.
2. Prompt Library: The Prompt Library allows you to browse, arrange, edit, and create custom questions. This helps tailor prompts to your specific needs, making workflows more efficient and personalized.
3. Instructions: Configure how the AI responds and interacts based on your specific requirements. Adjust behavior settings to align with your desired tone, response style, and level of assistance.

A. Branding

Follow these steps to have a fully branded, personalized copilot that aligns with your brand’s identity and business needs.

1. Navigate to the Copilots tab within the Applications module on your Skypoint AI Studio dashboard.

2. Click the New Copilot button to start customizing your copilot. If you're revising an existing copilot, follow the instructions in the final step.
3. Click on Edit to do the necessary customizations for Copilot.
4. In the Site Branding section, enter the custom URL for your copilot, set the page title, and choose a theme color, brand icon and image, with options to customize the image alignment.

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Ensure that your branding elements (icons, images, colors) are consistent throughout the copilot for a cohesive look.

B. Prompt Library

In the Prompt Library section, you can see the list or set of prompts, where you can edit, re-arrange, delete the prompts.

1. To add a new prompt, click on Add

The Add new question form appears.

2. Add preview prompt.
3. Select the category from the drop-down.
4. Enter a list of prompts in Detailed prompts.
5. Click on Save to apply changes.

C. Instructions

Go to the Instructions tab to set up and customize AI behaviors

1. Add Domain context to your Copilot for more relevant responses.

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Domain context provides foundational knowledge such as industry-specific terminology, workflows, and user intents that enables your Copilot to generate accurate and relevant responses tailored to your organization’s needs.

2. Provide Grounding instructions to align Copilot’s responses with your context.

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Grounding instructions help anchor your Copilot’s responses in your specific business context. By providing clear guidelines such as preferred tone, response style, or reference materials you ensure the Copilot consistently reflects your organization’s voice, priorities, and domain expertise.

3. In the Terminologies tab and use the input fields to add relevant terms along with their corresponding definitions.
4. Click Add Entity to insert new entries as needed.

5. Click Save Changes at the top-right corner to apply all the configurations.
6. To discard the changes and revert to the previous state, click Reset.