Use the following tips for using Copilot:

• Make sure the AI provider is already configured in the Integration menu; otherwise, a message appears that the AI provider is not configured. Click Configure in the message to configure the Generative AI provider.

• Some models work better than others, therefore, select the model that works best for your requirements. For more information on AI providers and supported models, see Integrate Generative AI with TotalAgility.

• Provide Copilot with as much detail as possible about what you would like to create. For example, the “Create an onboarding workflow” request will give you a basic process whereas the following request will give you a more tailored workflow: “Create an employee onboarding workflow for a delivery driver with checks to ensure their driver’s license, insurance, and mot certificates (if required) have been verified. Allocate an employee ID if successfully onboarded.”

• TotalAgility does not support adding a URL to the chat. Any URL is treated as plain text.

• Providers apply limits to requests so that all users have fair access to the APIs. If your limit is exceeded, a message is displayed stating that the provider is experiencing too many requests, and you can try again.

• You can create user prompts in Copilot and when using the Generative AI activity, Generative AI chat control, and Generative AI form action. To learn about best practices in creating prompts, refer to the documentation provided by your AI provider.