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Start a Copilot Conversation

Updated over a month ago
  1. Select the Access Button then select Copilot.

    • A set of the Evo Skills you have access to are listed based on your products and permissions.

  2. You can select an Evo Skill for a tailored experience, or for anything more general, just start typing your query.

  3. Select View all of your Evo Skills to see the full list of skills to which you have access.

  4. Select a skill

    • A new topic is started

    • Usually, a list of suggested queries is available to advise you on what you can ask.

  5. You can select one of the suggested queries or start typing a new query.

    Copilot follows your existing record level permissions, ensuring that you can only get information you have permission to view.

  6. Once the limit of 20 queries is reached, you must start a new topic.

Artificial Intelligence (AI) can make mistakes. Always double-check before making business impacting decisions.

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