{"article":{"id":4405363144859,"url":"https://talkdesksupport.zendesk.com/api/v2/help_center/en-us/articles/4405363144859.json","html_url":"https://support.talkdesk.com/hc/en-us/articles/4405363144859-Accessing-Autopilot","author_id":387486820391,"comments_disabled":true,"draft":false,"promoted":false,"position":7,"vote_sum":0,"vote_count":0,"section_id":4405087517339,"created_at":"2021-08-18T09:14:15Z","updated_at":"2026-06-09T17:54:35Z","name":"Accessing Autopilot","title":"Accessing Autopilot","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-04-19T15:47:05Z","user_segment_id":null,"permission_group_id":1525572,"content_tag_ids":[],"label_names":["virtual_agent","install_virtual","ai_va_conversation_designer","automation_designer","autopilot"],"body":"<p><span style=\"font-weight: 400;\">The process to access Autopilot takes three steps, led both by Talkdesk and your account administrator, at a later stage.</span></p>\n<p><span style=\"font-weight: 400;\">The first phase of the process, managed by our internal teams, consists of the creation of the Autopilot and the conversation flow, which is based on a prebuilt set of topics following the needs of your business. </span></p>\n<p><span style=\"font-weight: 400;\">Once the Autopilot enablement is done on the Talkdesk side, the Autopilot component must be configured in Studio.</span></p>\n<p><span style=\"font-weight: 400;\">At the same time, your account administrator will be provided with an account-specific installation link that is used to enable the Autopilot application on Workspace, which allows your supervisors to monitor the live and archived sessions carried out by Autopilot.<br><br></span></p>\n<h3 id=\"h_01HVV0NWD5ABEJPJ8PV5KSQJ9Y\"><strong>Activating Autopilot<span style=\"font-weight: 400;\"><img src=\"https://support.talkdesk.com/hc/article_attachments/24996126695067\" alt=\"Screenshot 2024-04-18 at 17.39.26.png\"></span></strong></h3>\n<p><span style=\"font-weight: 400;\">Use the link that was provided to your account administrator. Log in to your Talkdesk account, by entering your account name and clicking </span><strong>Login,</strong><span style=\"font-weight: 400;\"> and proceed to configure the settings by completing the following steps: </span></p>\n<p><span style=\"font-weight: 400;\"><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"><img src=\"https://support.talkdesk.com/hc/article_attachments/24996116686363\" alt=\"Screenshot 2024-04-18 at 17.40.21.png\"></strong></span></p>\n<p><span style=\"font-weight: 400;\">1. <span style=\"font-weight: 400;\">Choose the full plan </span><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">[1]</strong><span style=\"font-weight: 400;\">, the roles, or users who will have access to the application </span><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">[2]</strong><span style=\"font-weight: 400;\">, and click </span><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Save changes [3].</strong></span></p>\n<p><img src=\"https://support.talkdesk.com/hc/article_attachments/24996126733851\" alt=\"Screenshot 2024-04-18 at 17.41.51.png\"></p>\n<p><span style=\"font-weight: 400;\">2. </span><span style=\"font-weight: 400;\">A confirmation message of the successful installation will be displayed on your screen. Click the <strong>Submit</strong> <strong>[4]</strong> button to proceed.</span></p>\n<p><img src=\"https://support.talkdesk.com/hc/article_attachments/24996116725403\" alt=\"Screenshot 2024-04-19 at 16.15.25.png\"></p>\n<p><span style=\"font-weight: 400;\">When the account administrator enables the application for the account, it will be immediately available on the Talkdesk main web application. </span></p>\n<p><span style=\"font-weight: 400;\">Administrators and account supervisors will be able to see the Autopilot application under <strong>My Apps</strong> in Talkdesk main web application and access and start it from there, simply by double-clicking on it.</span></p>\n<p><img src=\"https://support.talkdesk.com/hc/article_attachments/24996126761499\" alt=\"Screenshot 2024-04-19 at 16.20.42.png\"></p>\n<p><span style=\"font-weight: 400;\">Once on the </span><strong>Autopilot </strong><span style=\"font-weight: 400;\">page, supervisors can see the existing virtual agents </span><strong>[5]</strong><span style=\"font-weight: 400;\">, as well as information on their last edited </span><strong>[6]</strong><span style=\"font-weight: 400;\"> and published dates </span><strong>[7]</strong><span style=\"font-weight: 400;\">. </span></p>\n<p><span style=\"font-weight: 400;\">When clicking on any of the existing virtual agents’ names, further information will be displayed, such as the number of active sessions, the top intents, or the relation between the number of sessions and the resulting escalations.</span></p>\n<p><span style=\"font-weight: 400;\">For more information on this product, please visit the </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/4405087529883-Virtual-Agent-Overview\"><span style=\"font-weight: 400;\">Autopilot: Overview</span></a><span style=\"font-weight: 400;\"> article</span><span style=\"font-weight: 400;\">.</span></p>"}}