Tool Activation
The Tool Activation section is used to select which tools can be used by this Process Copilot to perform its intended task. This section includes a list of questions that you can answer about what you need the Process Copilot to be able to do. You can expand each question for more details and to see which tools are recommended for helping with the selected question. For more information on the individual tools available and how to configure them in YAML, refer to Tools in Process Copilot.
Warning
Only select the tools that are required for your use case.
Note
Our recommendations:
If you are looking for fast access to data that exists in your Knowledge Model and want your answers shown in a table or chart, we recommend activating only items (2) and (5);
If you are looking for ad hoc calculations on top of your data or are looking to build a Process Copilot that performs a very specific task, we recommend activating only item (1);
We do not recommend activating items (1) and (2) together unless you are an expert user and are familiar with how to instruct a Process Copilot on when to use which tool.
Click the Tool Activation section to expand it.
From the list of questions, click to expand any option that is relevant to your Process Copilot’s intended function. Expanding shows examples of the types of questions that can be answered and any relevant tools that will help with the Process Copilot’s purpose.
Use the checkboxes to select any tools you want to include with your Process Copilot.
Note
Selecting too many tools can lead to your Process Copilot being less accurate with its responses.
Click the blue Save Changes button at the bottom once all tools have been selected.
Once your tools have been selected, you can now define the intended task of this Process Copilot in the System Prompt section.