This article explains how administrators deploy (install) Copilots to an application and manage their availability and access permissions in Yeeflow.
Copilot Installation controls:
Which application a Copilot is deployed to
Who can access the Copilot
Whether the Copilot is enabled in the application
It does not configure the Copilot’s capabilities (Instructions, Knowledge, or Tools).
Where to Manage Copilot Installation
Copilot Installation is an application-level setting.
Navigation Path
Open the target application
Go to Application Settings
Expand AI agent
Click Copilot installation
You will see the Deployed Copilot list for the current application.
【📸 Screenshot: Application Settings → AI agent → Copilot installation】
Understanding the Deployed Copilot List
The Deployed Copilot list shows all Copilots deployed to the current application.
Each Copilot includes the following information:
Copilot – Copilot name and icon
Deployed by – Administrator who deployed the Copilot
Deployed time – Deployment time
Access by – Who can access the Copilot
Enabled – Whether the Copilot is currently enabled
This page is the central place to manage Copilot availability and access.
Deploying (Installing) a Copilot to an Application
Clicking Install Copilot opens the Deploy Copilot to application dialog, where you configure the deployment.
Deploy Copilot to Application Dialog
The dialog includes the following options:
1. Choose application
Select the application where the Copilot will be deployed.
The current application is selected by default
If you have permission, you may choose another application
2. Choose Copilot
Select a Copilot from the list of Published Copilots.
Copilots created in the current application
Copilots from other applications
3. Who can access this Copilot?
Define who can use the Copilot in the application:
All Users
All users in the application can access the Copilot
Specified Users
Only selected users or user groups can access the Copilot
This setting determines the Copilot’s visibility and access scope.
4. Deploy
Click Deploy to complete the installation.
After deployment:
The Copilot appears in the Deployed Copilot list
If Enabled is turned on, it is immediately available to authorized users
Managing Access Permissions (Access by)
After deployment, administrators can update Copilot access permissions at any time.
To edit access permissions:
Locate the Copilot in the Deployed Copilot list
Click the action menu (⋯)
Update the Access by setting
Save the changes
Permission changes take effect immediately—no redeployment is required.
Enabling or Disabling a Copilot
The Enabled toggle controls whether the Copilot is active in the application.
Enabled = On
The Copilot is visible and usable by authorized users
Enabled = Off
The Copilot is temporarily unavailable but remains deployed
This is useful for temporarily disabling a Copilot without removing it.
Removing a Copilot from an Application
If a Copilot is no longer needed in the current application, it can be removed.
Notes on removal:
Removal affects only the current application
The Copilot itself is not deleted
Deployments in other applications are not affected
To remove a Copilot:
Find the Copilot in the Deployed Copilot list
Click the action menu (⋯)
Select Delete
Confirm the action
Copilot Installation vs. Copilot Configuration
It is important to distinguish between these two concepts:
Copilot Configuration
Managed in Copilot Management
Defines what the Copilot can do (Instructions, Knowledge, Tools)
Copilot Installation
Managed in Application Settings
Defines where the Copilot is available and who can access it
Installation does not change Copilot behavior—only its application-level availability.