You can access Copilot once you are on the Evo platform by following this step by step guide.
Access Copilot from the Evo platform
1. Log into you Evo platform just like you do when accessing Access Financials.
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.
Starting a conversation or select a suggested conversation
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 'Who should I chase today based on the largest outstanding debt?'
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.
