Access Documents and Templates

You can now access documents and templates from the Aisera Copilot channel.

To access Documents and Templates:

1. Navigate to Settings > Channels in the Aisera UI.

2. Choose an existing Copilot channel.

3. Click the pencil icon at the top right in the Channel Details page.

   

   Edit Channel to Enable File Handling
4. Select the checkbox next to Enable File Handling.

5. Click OK.

6. Double-click the Channel URL at the bottom of the Channel Details window to open your Copilot bot.

AI Copilot with Libraries Expanded

Now you can see the Document Library on the left side of the window, and if you hover over the Account icon at the right-top of the window, you will see the Template Library option.

Copilot Document Options

Either of these options allows you to upload a file.