In this article we aim to take you through each key feature of your Copilot detailing them in the different sections so you can utilise it the best way that suits your business needs.
Topic History
The first time you use Copilot, you will not have any history yet, so the Topic History button will be disabled.
Log into you Evo platform just like you do when accessing Access Expense.
On the Evo page, click on the access button in the top left-hand side of your screen.
Select Copilot from the options displayed.
Click on the Topic History button, on the top right hand-side of the Copilot screen.
Once you have used Copilot, you can easily access your previous Copilot topics. This helps you track earlier queries, review previous answers, and manage multiple conversations more efficiently.
Full screen mode
Still on the Copilot screen, click on the expand button, two arrows facing away from each other on the top right hand-side of the Copilot screen.
You can expand Copilot into a full screen, giving you more space to work with and making it easier to focus on your queries and results.
Show Chart
When you interact with Copilot and receive data that can be formatted as a chart, a Show Chart button will appear, allowing you to generate a chart quickly.
Once the chart is created, you can download it for future use by clicking on the download icon under your chat within the Copilot screen.
Change Copilot Skill mid-conversation
You can change the Copilot Skill in the middle of your conversation in 2 different ways.
Once you have selected an Evo Skill and have initiated or are in the middle of a chat, at the bottom of your Copilot screen, you can see your selected Evo Skill.
You can click on the button which in our example is Expense to open up a list of other Evo Skills that you can choose from.
Alternatively, you can type in '@' in the text box at the bottom of your Copilot screen which also brings up the skills you can select from. This is a shortcut to changing skills when you are in the middle of your work.
