# AI desk Pro Cockpit
The Cockpit is an end-user portal for your agent, delivered as a personal tab in Microsoft Teams. It brings together, in a single screen, everything your users need for day-to-day support:
Administrators configure the entire portal, including its content, starter questions, and colors, from a dedicated Cockpit section in the AI desk Pro Admin Center, with a live preview and a draft-then-publish workflow.
# What end users see
# Greeting and starter questions
When users open the Cockpit, they are welcomed with a greeting and a customizable catch phrase, followed by starter question cards. Selecting a card sends that question to the agent immediately, which is a fast way to guide users toward the topics your agent handles best. On the first visit, a short guided tour walks users through each area of the portal.
# AI chat
The chat panel is connected to the same agent your users already know from Microsoft Teams. Answers include the familiar action buttons (references, export, and feedback), and references to knowledge base documents are shown under each answer. If the connection expires after a long idle period, the Cockpit tells the user to resume from history or start a new conversation.
# Conversation history
Users can reopen and continue past conversations from the History panel. The history shows only conversations that took place in the Cockpit during the last 30 days. Conversations held with the agent in the Teams chat or in the website Webchat do not appear there.
For administrators, Cockpit sessions appear in the admin Chat History under a dedicated Cockpit channel, so they are easy to tell apart from Teams and Webchat sessions.
# Information banner, resources, and news
- The information banner displays a single message published by your administrators, with a title and an icon, at the top of the portal.
- The Resources widget lists the links your administrators pinned (up to 10), such as HR portals, policies, or tools.
- The News widget surfaces the latest news items available for your organization.
# My Tickets (ServiceNow)
If your organization has connected ServiceNow, the My Tickets widget shows the signed-in user's own incidents and service requests, with a detail view that includes comments and attachments. The user's identity comes from their Microsoft 365 sign-in, so each user only sees their own tickets. When there are no tickets, the widget shows an empty state.
# Theming
The Cockpit follows the user's Microsoft Teams theme, including dark mode and high contrast. On top of that, it applies the primary and banner colors your administrators define in the Design tab.
# Configuring the Cockpit (administrators)
In the AI desk Pro Admin Center (opens new window), select your agent, then open the Cockpit menu. The configuration is organized in five tabs: Information, Resources, Starter questions, Design, and Installation.
# Information
Publish a single message shown at the top of the Cockpit, with a title, an icon (chosen from the built-in icon picker), and the message text. Publishing a new message replaces the previous one. Deleting the message hides the banner from your users after a confirmation prompt.
# Resources
Pin up to 10 links for your users. Each resource needs a title and a URL, and you can reorder the list with the arrows. Removing a resource asks for confirmation before the change is applied.
# Starter questions
Suggest up to 12 questions to guide your users. Each starter question has a short label, the question text sent to the agent, and a mandatory icon. This tab also holds the catch phrase shown under the greeting in the Cockpit, replacing the default one.
# Design
Customize the Cockpit colors: the primary color and the information banner color. A Reset to defaults action restores the standard palette.
# Live preview, drafts, and publishing
Nothing you edit goes live until you publish it:
- A sticky live preview panel reproduces the real Cockpit layout and updates instantly as you edit. It shows the Published version and, when it differs, a separate Draft version.
- Save draft stores your work in progress server-side. Drafts are shared, so another administrator (or you, from another device) sees the same draft.
- When the saved draft differs from the published version, an alert reminds you to publish your changes to make them visible to users.
- Publish becomes available once your saved draft differs from the published version. Publishing applies the changes to all users and clears the draft for that tab.
- If you try to switch tabs with edits that are not saved as a draft, the Cockpit warns you before discarding them.
# Installation
The Cockpit ships as its own Microsoft Teams app package, separate from the agent's chatbot package:
- Open the Installation tab and select Download package.
- Upload the package in the Microsoft Teams admin center (opens new window) (or sideload it, if your organization allows custom apps).
- Users can then install and pin the Cockpit as a personal tab in Teams.
Each download produces a package with a higher version number than the previous one, so uploading an updated package to Teams always succeeds. The Download package button on the agent's Setup page still downloads the regular chatbot package; only the Installation tab of the Cockpit section provides the Cockpit package.
# Sign-in and multi-agent behavior
- The Cockpit is served from the same host as the Admin Center, under the
/cockpitpath, and uses Microsoft Teams single sign-on end to end. Users are signed in silently with their Microsoft 365 account and never see a separate login screen. - In tenants that host several agents, each agent has its own Cockpit configuration and its own installation package. The package targets that specific agent, so conversations and content always reach the right one.
# Availability
Cockpit availability depends on your AI desk Pro subscription plan. The Cockpit menu is always visible in the Admin Center; if your plan does not include the feature, opening it redirects you to the plan options. See Subscription Management for details about your plan.