Axero Copilot End-User Experience | Axero Documentation

Axero Copilot is an AI-powered assistant that helps users find information, answer questions, and navigate your intranet more efficiently. It uses natural language processing to understand user queries and provide relevant, contextual responses based on your organization's content. 

Axero Copilot supports multiple display layouts, and each widget can be configured with one or more Axero Copilot profiles. This gives end users a unified interface to select the profile they want to chat with before starting a conversation. 

Layout Options

Inline Layout

The Inline layout displays Axero Copilot directly within the page content. Users can immediately start interacting with the assistant where the widget is placed. This layout is ideal for dedicated help pages or sections where you want the assistant to be prominently featured. 

Example: Inline layout with one Axero Copilot widget and a single profile

Multiple Profiles on a Page

You can add multiple Inline Axero Copilot widgets to the same page. Each widget can be configured with one or more Axero Copilot profiles, allowing users to select the profile they want to interact with before starting a conversation. Users see only the profiles they have permission to access, based on the Roles with Access settings in each Axero Copilot profile.

Example: Inline layout with two Axero Copilot widgets on the same page

Multiple Profiles within a Single Widget

A single Axero Copilot widget may include multiple profiles. When this setup is used, the widget displays a list of available profiles before the conversation begins, and the user can select which profile to interact with.

Example: Inline layout with one Axero Copilot widget configured with multiple profiles

Floating Button Layout

The Floating Button layout displays Axero Copilot as a small button fixed in the corner of the page. When clicked, the assistant opens in a chat window that appears above the page content. This layout provides consistent access to Copilot without taking up space within the page layout.

Only one Floating Button Axero Copilot widget can be added per page. This widget also supports multiple Axero Copilot profiles within the same configuration, allowing users to select a profile before starting a conversation.

Example: Floating button Axero Copilot with multiple profiles in the same widget

Adding the Axero Copilot Widget

Add the Axero Copilot widget through Page Builder to make the assistant available on your page. After placing the widget, you can configure it to use one or more Axero Copilot profiles and select the display layout.

1. Navigate to Page Builder Pages and select the page where you want to add Axero Copilot. You can either create a new page or edit an existing one.

2. Click the Widgets tab to view available widgets.

3. Locate the Axero Copilot widget and drag it into your desired location on the page layout.

4. Configure the widget settings:

   Properties
   Select one or more Axero Copilot profiles for this widget. The selected profiles control the assistant’s behavior, knowledge sources, and permissions.

   • Axero Copilot Profile: Select the Axero Copilot profiles you want to apply to this widget. A widget may include one or multiple profiles, allowing users to choose which profile they want to interact with. Each profile can be configured with different settings, knowledge sources, and permissions to meet specific needs.

   • Manage Profiles: Administrators can click this link to open Axero Copilot Manager, where they can create, edit, or delete Copilot profiles. This includes adjusting the assistant's design, knowledge sources, system prompts, and content scope.

     

   Template
   Choose how Axero Copilot will be displayed on the page:

   • Axero Copilot - Inline: Displays the assistant directly within the page content for immediate interaction. Best for dedicated help pages or prominent placement.

   • Axero Copilot - Floating Button: Displays as a fixed button in the page's corner. When clicked, the assistant opens in a chat window overlay. Best for providing persistent access without taking up page space.

     

5. Click Save to apply the widget configuration.

6. Click Publish changes to make the Axero Copilot widget live on your page.

Conversations

Axero Copilot saves conversations, allowing users to access each session later. All sessions are linked to the current profile.

Real-Time Response Display

As users interact with Axero Copilot, responses appear word by word, with status updates showing what the Axero Copilot is doing. This provides immediate feedback and lets users follow the Axero Copilot’s process in real time.

Starting a New Conversation

Clearing the chat starts a new conversation while previous chats remain in the conversation list. Each session is saved separately and can be reopened at any time.

Conversation History

The conversation panel lists past chats saved under the current profile.

Click the arrow on the left side of the chat window to open the Conversations panel. This panel shows past conversations and has a search box to find chats by keyword.

Viewing Conversations

Selecting a conversation restores it to its original state, allowing the discussion to continue. Each conversation displays its creation date, and scrolling loads additional conversations as more history becomes available.