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 FinOps.
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
Note: Copilot follows your existing product and screen permissions, ensuring that you can only get information you have permission to view.
1. Once you have selected an Evo Skill, and a new topic is started, you will see a list of suggested queries which you can either 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 'Which project has the largest resource budget"
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.
