How to get answers in the Copilot window
What is it for?
The Copilot window answers “how do I…?” with the product's steps and a link to the menu where it is done. It works without artificial intelligence: it searches the product guides and the menus your profile can open.
When to use it?
- When you do not know where a task is.
- When you want the steps of a task without leaving the screen you are on.
- Do not use the window to ask for company figures: that needs the conversation with the AI.
Where to find it?
The Copilot icon, in the top bar, in any app.
Before you start
Any profile with the icon. The steps were done with Administrative, on 1 November 2026, with the AI switched off, which is the initial state.
How to use it
- Click the Copilot icon. The window opens with a notice (“The conversation with the AI is off for you in this company…”) and the options. Those that need AI say “Needs the conversation with the AI” (with the Administrative profile, some, such as Write a text and Import vendor invoices, say instead “Your profile cannot… Ask the Fiscal administration profile”).
- Click Step by step help.
- Type your question in Type your question…, as you would say it to a colleague, for example “How do I issue a credit note?”, and click Ask. You can also click one of the suggestions under Try asking:.
- Read the answer: the steps, the Customer documentation link and, under Other results, the related menus and articles.
Expected result
For “How do I issue a credit note?”, the window gives six steps (open the invoice, Credit Note, the Reason, Create credit note, Confirm, Record payment) and, below, “Answered by searching the documentation and the menus.”. The steps are those of the guide How to issue a credit note: if there is a difference, the guide prevails.
Important notes
- A question with no answer returns “I did not find this in the documentation, nor a menu with those words that you can open. Try other words, for example the name of the screen.” (seen with “xyzqw”).
- You can ask whether the AI is on: “Are you connected to the AI?” answers “No, the AI is switched off”, and says that the fiscal administrator is the one who turns it on.
- The conversation with the AI (lists, reports and totals) needs an AI turned on.
Common problems
The window says the conversation with the AI is switched off
- Cause: the AI is switched off in this company. It is the initial state.
- What to do: use the Step by step help. To turn on the AI, ask the administrator: see How to connect the Copilot to an AI provider.