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  1. Copilots Playbooks

Your first hour with Copilots

Time: ~60 minutes
Skill level: Beginner
What you'll have by the end: A clear mental model of what Fuel iX Copilots can do for you, your first completed task, and a custom copilot that's actually useful.

Before you start

You have access to Fuel iX Copilots. You're not sure where to begin, or you've poked around but haven't really gotten value out of it yet. That's what this playbook is for.

You don't need to read anything first. Just follow along.

Minutes 0–10: Your first real chat

Open Fuel iX Copilots and click Fuel iX Copilot in the sidebar.

Think of something you actually need to get done today — a document to draft, an email to write, a question you've been meaning to research, a decision you're mulling over. Not a test prompt. Something real.

Type it in and send it.

The goal here isn't to be impressed — it's to start forming an intuition for what you're working with. Notice how it responds, what it gets right, what you'd want adjusted.

If you want a better response, ask for it: "Make it shorter." "Use a more formal tone." "Focus on the second point only." Iteration is part of the process.

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The most common mistake new users make

Asking vague questions and expecting specific answers. The more context you give — what you're trying to accomplish, who the audience is, what constraints you're working with — the more useful the response.

Minutes 10–25: Try the tools

Still in Fuel iX Copilot. Click the copilot name at the top of the chat to see which tools are available.

If Search internet is on: Ask something that requires current information. A news topic, a company's recent announcements, pricing for something. Notice how it cites sources and pulls in real data.

If Image creator is on: Try generating an image. "Create a simple illustration of [something relevant to your work] in a clean, minimal style."

If File upload is on: Upload a document you've been meaning to read or summarize. A PDF report, a DOCX you got from a colleague, a deck. Ask: "Give me the 5 most important things in this document" or "What are the action items?"

You don't need to try all of these — pick what's relevant to your work.

Minutes 25–40: Build your first custom copilot

Time to build something you'll actually keep using. Think of a task you do regularly that involves a consistent pattern — writing a certain kind of document, answering questions in a specific domain, analyzing a specific type of data.

You're going to build a copilot for that task.

  1. Click + Create your own copilot in the sidebar.
  2. Give it a name that describes what it does. ("Sprint update writer." "Customer feedback analyzer." "Meeting prep assistant.")
  3. Write a system prompt. Keep it simple for now:
You are a [role]. When users give you [type of input], you help them [desired outcome]. 
Your tone is [tone]. Your responses should be [format/length].

Replace the brackets with specifics. For example:

You are a technical writer. When users give you rough notes or bullet points, 
you help them turn them into clear, well-structured documentation. 
Your tone is professional but accessible. Responses should be structured 
with clear headings and be no longer than what's needed.
  1. Leave the model on its default (Anthropic Claude).
  2. Enable any tools that make sense for this copilot.
  3. Click Save.

Your copilot is live. Try it with a real example from your work. If the response isn't quite right, go back into settings and refine the system prompt.

Full custom copilot guide →

Minutes 40–55: Share it (or save it for later)

If your copilot would be useful to a teammate, share it now.

  1. Go to your copilot's settings.
  2. Find the Sharing section.
  3. Add a colleague by name and set them as a Viewer.
  4. Save.

They'll be able to find it under shared copilots and start using it immediately.

If you'd rather keep it private for now, that's fine — it's yours and only you can see it by default.

Sharing guide →

Minutes 55–60: Set yourself up for next time

Two quick things before you close:

Turn on personal memory (if you haven't already). Go to your Profile and toggle Memory on. Then send your copilot a message like "Remember that I'm a [your role] at [your company]." It'll remember this in future chats. Learn about memory →

Star the copilots you used today. Hover over any copilot in the sidebar and star it for quick access.

Next steps

You've got the foundation. Here's where to go from here depending on what matters most to you:

Updated 7 days ago

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