Hi there,With Copilot now available in Yeeflow applications, administrators can go beyond basic AI assistance andmore capable Copilotsby combiningInstructions, Tools, and Knowledge.
Instructionsdefine how a Copilot behaves — its role, tone, boundaries, and decision logic. They ensure that Copilot responds consistently and acts within the intended business scope.
Knowledgeconnects Copilot to relevant business information, policies, and documentation, enabling more accurate, context-aware responses and reducing guesswork.
Toolsallow Copilot to take real actions, such as querying data, creating or updating records, and starting workflows, turning conversations into meaningful outcomes.
Together, these three building blocks give administrators full control over how Copilot works inside each application. Copilots can be tailored to specific business scenarios, user roles, and operational needs — while respecting existing permissions and workflows.
By combining Instructions, Knowledge, and Tools, organizations can create Copilots that not only answer questions, but actively support real work and improve productivity across Yeeflow applications.
For more details, visit:Creating and Managing a Copilot
