Add New Copilot

Creating a new copilot is the first step in digitizing your organization's expertise. This takes place within the Copilots portal.

Adding a Copilot

Click + Add New in the top-right corner of the Copilots portal screen.

The Search Copilots field and the + Add New button in the top-right corner of the Copilots portal. — The + Add New button in the Copilots portal

The New Copilot Form

The new copilot form opens. Here, you define the foundational identity of your copilot:

The Copilot Details section of the new copilot form

Field	Description
Copilot Logo	An image or icon for the copilot. It helps users identify the right copilot in the Ask portal and the mobile app. A size of 256 x 256 pixels is recommended.
Name	A clear, recognizable name — often the name of the product or machine the copilot is being created for.
Visible	Whether the copilot is shown to users.
Status	Published or Unpublished.
Aliases	Other names for the copilot, such as model numbers or common nicknames. Type an alias and click Add.
GPT Disclaimer/Notice	Text appended to the account disclaimer in this copilot's GPT answers.
Escalate Task	The task that runs when a user escalates from this copilot.

Below Copilot Details, the form also has the Components section, where you connect components; Copilot Styles, where you upload a CSS file that controls how dynamic resources are presented; and Scripts.

Saving Your New Copilot

After entering the required information, click Save in the top-right corner of the form. Your new copilot appears in the Copilots portal, ready for you to begin adding resources, tasks, and GPT configuration.