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Interacting with Autopilot chat - recommendations

The Autopilot chat is designed to help you build, edit, and troubleshoot automations through a conversational experience. To get the most out of it, follow these recommendation to craft prompts, respond to suggestions, or manage your interactions:

Writing clear and specific prompts​

Type your request in the chat input field. The more specific you are, the better Autopilot can understand and respond to your needs:

  • Example: "Build a workflow that reads emails from Outlook, saves attachments, and logs the filenames in Excel."
  • Too vague: "Help with email."

You can also reference existing elements from your project, for example "Update the UploadFiles sequence to include error handling."

Engaging with follow-ups and proposed solutions​

Autopilot may guide you through the task by:

  • Asking follow-up questions to clarify intent.
  • Suggesting a step-by-step solution for you to accept or reject.
  • Offering multiple options for how to complete a task.

Providing feedback on the responses​

Each response from Autopilot includes:

  • Thumbs Up / Thumbs Down votes—Use these to rate how helpful the response was.
  • Copy—Copy the response to paste it into your workflow or documentation.

Feedback helps improve results over time, and copying allows quick reuse of code, descriptions, or suggestions.

Managing chat history​

Autopilot chat saves your conversations for up to 30 days, allowing you to revisit and continue past sessions.

  • Use the Chat History panel to browse or search previous conversations.
  • Select a chat to pick up where you left off, as Autopilot retains full context.
  • Delete chats you no longer need by selecting the conversation and choosing Delete. option.

Starting a new chat​

If you want to switch to a different task, select New Chat in the Autopilot header. This starts a clean session and ensures that previous context does not interfere with your new request.