Managing Official Copilots

Official Copilots provide a powerful way to standardize AI interactions across your organization. This guide explains how to create, manage, and optimize Official Copilots for your organization.

Official Copilots Overview

Official Copilots serve as your organization's approved AI assistants, ensuring consistent responses and standardized processes across all teams. As an administrator, you have full control over these copilots' creation, deployment, and management.

Creating Official Copilots

Prerequisites

  • Administrator access to Fuel iX
  • A clear understanding of the intended use case
  • Prepared knowledge bases or system prompts (if needed)

Creation Methods

  1. Convert Existing Copilot to Official

    • Navigate to the copilot you own
    • Open the copilot settings
    • Change the access type to "Official"
    • Save changes
  2. Create New Official Copilot

    • Access the Official Copilots Manager
    • Click "Create New Official Copilot"
    • Fill in required details:
      • Name
      • Description
      • System prompt
      • Knowledge bases (optional)
    • Set initial state (Published/Draft)
    • Save the copilot

Managing Official Copilots

Official Copilots Manager

Access the Official Copilots Manager to:

  • View all Official Copilots (published and draft)
  • Reorder copilots using drag-and-drop
  • Change publication status
  • Edit copilot settings
  • Monitor usage analytics

Publication States

Official Copilots can be in two states:

  • Published: Visible to all users
  • Draft: Visible only to administrators

Setting a Default Copilot

  1. Navigate to Official Copilots Manager
  2. Select the desired copilot
  3. Click "Set as Default"
  4. Confirm the change
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You can revert to the Fuel iX Copilot as default at any time.

Customization Options

Official Copilots support:

  • Custom system prompts
  • Knowledge base integration
  • Tool calling capabilities
  • Subtitle customization for navigation
  • Custom avatars and descriptions
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Best Practices

Testing and Validation

  • Use draft state for initial testing
  • Have multiple administrators review responses
  • Test with various user scenarios
  • Validate knowledge base integration

Deployment

  • Start with a small user group
  • Gather feedback before wide release
  • Maintain clear documentation
  • Monitor usage analytics

Maintenance

  • Regularly review and update content
  • Monitor performance metrics
  • Gather user feedback
  • Update knowledge bases as needed

Troubleshooting

Common issues and solutions:

  • Copilot not appearing in navigation
  • Permission-related issues
  • Knowledge base integration problems
  • Response inconsistencies

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