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    AI Copilot
    Beginner
    20 min

    Work with the AI Copilot Agent

    Connect a provider, ask questions in chat, hand a task to the agent, control what it may do, add project memory and a safety hook, and undo a turn you do not like.

    What you will do

    Set up the Copilot, learn the difference between chat and agent mode, and put guardrails around the agent.

    Before you start

    • An API key for a supported provider (Anthropic, OpenAI, Google Gemini, DeepSeek, or a compatible service)
    • A project with a Python file or two

    Step 1: Connect a provider

    Open Settings → AI Copilot → Provider and model. Pick the provider, choose the model and paste your key. Use Test connection. The key stays in your browser.

    Step 2: Set spending limits

    Under Spending limits set a small daily and monthly budget while you are learning. The footer in the Copilot shows the running cost, and /cost gives a breakdown.

    Step 3: Ask in chat

    Open the Explorer and choose AI Copilot (or press Ctrl+Shift+A). In Chat, open a file and ask a question about it. Chat answers in context, and nothing is changed.

    Step 4: Give the agent a task

    Switch to Agent. Try: "Read main.py and add a function that loads the CSV from the Data Hub and prints the column names." Each tool call shows as a card. Reads happen automatically; the first edit or the first Python run asks for your approval, with a diff for edits. Allow it once.

    Step 5: Choose a permission mode

    Under Settings → AI Copilot → Agent mode pick how far the agent acts alone: ask before every change, auto-approve edits and ask before running code, or approve everything. Keep the first until you trust a workflow. A denied call is reported to the agent, which adapts.

    Step 6: Plan first

    For a bigger job say "Plan this before changing anything". In plan mode only read-only tools are available, and the agent presents its plan for your approval. Watch the todo list as it works.

    Step 7: Add project memory

    Run /init to generate a DLWAY.md, then edit it to describe your conventions, for example "use pandas, not polars; keep functions under 40 lines". It is read at the start of every conversation.

    Step 8: Add a hook

    Add a hooks section to DLWAY.md:

    code
    ## Hooks ### After write_file- Check types ### Before run_python- Block if the input contains `os.remove`

    Ask the agent to write a file, then to delete something with Python, and see the hook react.

    Step 9: Undo

    If a turn went the wrong way, type /undo to revert that turn's changes. Each file's original content is captured before the first edit of the turn.

    Step 10: Make it yours

    Create .dlway/commands/explain-data.md with a one-line description and a body using $ARGUMENTS, and it becomes the slash command /explain-data. Put a Markdown file in .dlway/agents/ with a name, tools and a system prompt to create a specialist subagent.

    Pipelines and the agent

    The agent can list your pipelines, inspect their runs and save a draft pipeline; saving a draft asks like any edit, and it never publishes or runs. Running a pipeline always asks first.

    AI Copilot reference, AI Copilot.

    Try it in DLWΛY

    Open the Studio and follow along in a real project. There is nothing to install.

    Open Studio