You can access Copilot from the Evo platform and start asking questions immediately.
Access Copilot from the Evo platform
1. Log into your Evo platform just like you do when accessing Access Expense.
2. On the Evo page, click on the access button in the top left-hand side of your screen.
3. Select Copilot from the options displayed to see a set of Evo Skills you have access to which are listed based on your products and permissions.
4. Select an option from the Evo Skills you wish to work with for a tailored experience, or for anything more general, just start typing your query.
You can check all the Evo Skills by clicking on the View all of your Evo Skills button.
For more information on the types of questions you can ask Copilot, see Types of questions you can ask Copilot about Access Expense.
Starting a conversation or selecting a suggested question
1. Once you have selected an Evo Skill, you will see a list of suggested questions which you can click on or alternatively you can start typing a new query in the text box at the bottom of the Copilot screen.
2. You can for example type in 'Please list claims that are for my approval'
Note: Copilot follows your existing product and screen permissions, ensuring that you can only get information you have permission to view.
Note: There is a 20 queries limit, so once you have asked 20 questions, you will need to start a new topic by clicking on the New Topic button.
