Quick Start

Create Your Copilot

From the main screen, click “Copilots” in the navigation menu:

Then click “Create Copilot”:

Give your copilot a Name and add a Description of its function in the pop-out form. You can always come back and edit these later. Descriptions should be detailed enough to describe what kind of queries the copilot is responsible for.

You can click on “Copilots” in your left sidebar anytime to view the full list of Copilots you’ve created or that have been shared with you.

Configure the Copilot

Now your copilot is set up, Credal will automatically direct you to the configure page, where you can tune your copilot for your use case. You can return to this page to edit your settings at any time. (For a detailed explanation of all the options, please see our Detailed Copilots User Guide.)

1. Your Metadata (Name + Description) will be set already.
2. You can use the default Model (GPT-4o) for now, but feel free to experiment with OpenAI o1, Claude or any of the other models too.
3. Creativity. We recommend starting with “balanced” or “precise”; “creative” is best for brainstorming, creative writing, or marketing use cases.

4. Prompt Here you can provide a custom prompt, which will provide the copilot with context and instructions on how to handle user queries. By default, Credal instructs copilots to be helpful, honest, and to the point and to let users know when it is unsure of the answer.

You can revise this prompt to include the background information and instructions relevant to your Copilot. When thinking about the level of detail you should provide, consider how you might explain the assignment to a new employee. Your explanation might include:

• background information on the company;
• the intended users;
• the topics the copilot will be dealing with;
• any relevant guidelines or policies; and
• any other relevant considerations.

The content and depth of prompts will vary by use case.

5. Data The data you provide will be the source of truth for your copilot. Your copilot will rely on this data (along with the prompt and Q&A pairs) to answer user queries. There are two types of data you can specify here:

   • Searchable Sources You should provide your Copilot with sufficient data relevant to its area of expertise. It will search these sources for information relevant to user questions, and pass just the most relevant information to the AI model. Use the toggle to enable searchable sources and use the search bar to add sources.

     

   • Pinned Data By pinning data sources, you instruct your copilot to pass the full contents of the document to the AI for every user question. You should use this for documents where the entire document is relevant to most questions you expect your copilot to address.

     

Deploy Your Copilot to Slack

Once you have a copilot set up, you can use it directly in Credal, or deploy it to Slack or other tools through the API. You can set up a deployment in the “Deploy” tab. For this short guide, we’ll cover Slack only; please refer to the detailed guide for the other options.

To deploy a copilot through Slack, simply use the below toggle to turn on Slack deployments and select the channel(s) you want to deploy it to.

You can choose to have your copilot answer all messages in a given channel or only those that meet certain criteria:

• All messages: will answer all queries in the connected Slack channel.
• All relevant messages: will respond to all queries matching the Description of the copilot.
• All messages matching filter: will respond to messages that match the filter criteria. In the example in the screenshot, the copilot will only respond to prompts containing “?”.

If more than one copilot is deployed to a given Slack channel, Credal will triage user requests based on the Description of each copilot to determine which, if any, should answer the question.