Configure an Aisera Copilot

Use the following steps to create a virtual assistant. You will be able to create and see your new virtual assistant, even if you haven't established connections or integrated your systems yet.

1. Login to the Aisera platform.

2. Select Settings > AiseraGPT. Choose Aisera Copilot from Settings page in the left navigation menu.

3. On the Aisera Copilot page, click on New Aisera Copilot button on the top right hand side to launch the app configuration modal.

General tab - fill in the required fields and use the default values for the remaining fields. Use the table below as a reference while you fill in the General Settings dialog Window.

Field	Description
App Name	Unique name of the application that will be displayed in the AISX interface. Example <CustomerName>Copilot
Enterprise Domain Pack (EDP)	Select [ IT, HR, etc.]

Note: You must fill in the AppName, Type, and Enterprise Domain Pack (EDP) fields (marked with a red asterisk) before you can continue to the Advanced tab.

1. Create a new name for your bot and type it into the App Name field.

2. Choose a Type for your virtual assistant. If you plan to use an Enterprise Domain Pack (EDP) to create your virtual assistant as an IT, HR, or other industry-specifc bot, select the Domain-Specific type. The Enterprise Domain Pack (EDP) is the field that determines the industry that you're planning to use your bot in, such as: IT assistant, HR assistant, or Service Desk assistant. If you want to customize one of these domain packs by fine-tuning the LLM prompts before you add it to your virtual assistant, see Fine-tuning Enterpriise Domain Packs before you go on to the next step.

3. Choose an option for the Enterprise Domain Pack (EDP) from the pull-down list.

Each of the choices in the Enterprise Domain Pack (EDP) pull-down corresponds to a set of default Conversation Phrases and Intents that are already in the Aisera platform. You can add your own phrases and intents as you build out your assistant.

Now that you've filled in the AppName, Type, and Enterprise Domain Pack (EDP) fields, you can choose and switch to the Advanced tab. For this first bot, keep the default values in the Advanced Settings field. Fine-Tuning Domain Packs Copilot Advanced Settings Window Use the table below as a reference if you need to change the value of a field in the Advanced Settings dialog Window.

Field	Value
Product	Ensure this value matches app use case (AI Service Desk vs AI Customer Support)
Aisera Copilot	Aisera Copilot
Fulfillment Engines	Intent Classifier Neural+ (RAG) Public KB
Normalize Entities	Enabled
Request Analyzer	Enabled
Handle Small Talk & Toxicity	Enabled
Extract User Intents	Enabled
Detect Ambiguous Intents	Enabled
Domain Allowlist	[List of URLs for public support sites]

Note: Domain allowlist values should be derived from the customer’s known applications.

1. Click the OK button to create the bot. You will now see a summary window with your new bot settings.