Prerequisites
Before using Copilot in an application, the following conditions must be met:
The Copilot is in Published status
The Copilot has been deployed to the application via Channels
At least one Copilot is enabled in the application
The user has permission to access the application and Copilot
If Copilot is not visible, contact the application administrator.
How administrators create and manage Copilots in Application Management
Please refer to: Creating and Managing a Copilot
Where Copilot Appears in an Application
After deployment, Copilot appears in the top navigation bar of the application as a unified AI assistant entry point.
Users can open Copilot from any page in the application without interrupting their current work.
Opening the Copilot Panel
To start using Copilot:
Open the target application
Click the Copilot icon or name in the top navigation bar
The Copilot panel opens on the right side of the page
The Copilot panel appears as a right-side overlay, allowing users to continue working in the application.
Copilot Panel Layout
The Copilot panel is the main interface for interacting with Copilot and includes the following areas:
Top-left: Copilot name and Copilot switch dropdown
Top-right: More options, expand / collapse, and close buttons
Center: Chat conversation area
Bottom: Chat input area (text, attachment upload, voice input)
Switching Between Multiple Copilots
If multiple Copilots are deployed in the same application, users can switch between them.
Steps:
Click the dropdown arrow next to the Copilot name in the top-left corner
Select another Copilot from the list
The panel switches to the selected Copilot
This allows users to quickly switch Copilots for different business roles or scenarios (for example, Finance, HR, or Procurement).
Managing Chats (New Chat, History, Search)
Click the More options (⋯) button in the top-right corner of the Copilot panel to manage chats.
Available options include:
New chat – Start a new conversation
Select existing chats – Continue a previous conversation
Search chats – Search chat history by keyword
This helps users keep conversations organized across different tasks.
Expanding and Collapsing the Copilot Panel
Copilot supports two view modes:
Expand to Full Page
Click the Expand button in the top-right corner
The Copilot panel expands to a full-page view
Recommended for long or complex conversations
Collapse Back to Side Panel
In full-page view, click the Collapse button
Copilot returns to the right-side panel
Chat Input and Enhanced Interaction
The chat input area at the bottom of the Copilot panel supports multiple input methods:
Text input – Type questions or requests
Attachment upload – Upload files for Copilot to reference (capability depends on configuration)
Voice input – Use speech recognition to convert voice to text
These features make interaction with Copilot more natural and efficient.
Interacting with Copilot (Business Scenarios)
Copilot is designed to help users complete real business tasks, not just answer questions.
Users can ask Copilot to:
Query business data
Create new records
Submit approval forms
Get process guidance and next-step recommendations
Copilot Feedback After Actions
After completing an action, Copilot typically:
Confirms what was completed
Shows the current status or approval stage
Suggests the next possible action
Example:
“The purchase request has been successfully submitted and is now pending manager approval.
Would you like me to open the request details?”
Copilot Behavior Notes
Copilot behavior depends on administrator configuration, including:
Instructions
Knowledge
Tools
Copilot may not complete a request if:
The user lacks permission
Required tools are not enabled
The action requires human approval
In such cases, Copilot will explain the reason or guide the user on next steps.
Usage Tips
Use clear and specific business language
Provide required information when prompted
Use New chat to separate different tasks
Switch to full-page view for complex scenarios
Common Questions
Copilot Is Not Visible
Confirm the Copilot is deployed to the application
Verify your access permissions
Refresh the page and try again
Cannot Switch Copilots
The application may only have one Copilot deployed
Contact an administrator to confirm deployment settings