How to use the ready-made buttons on each screen

What is it for?

With a document or a customer open, the Copilot window shows buttons with the most useful questions for that screen. One click asks the question about what you have open, without typing it. A button only asks: it does not save or confirm anything.

When to use it?

• You want to know how much is left to pay on an open invoice.
• You want a summary of a customer, an employee or the list you have open.
• Whoever configures wants to add a question the team often asks.

Where to find it?

• The buttons: the Copilot icon in the top bar, above the other options.
• The list of buttons: Copilot › Instructions › Ready requests.

Before you start

• To use them: the invoicing profile (Administrative) is enough. The conversation must be ready: see How to ask the Copilot for lists, reports and totals.
• To change the buttons: the system administrator (or Fiscal administration). The Accountant and invoicing users do not see Ready requests.
• Done on 5 November 2026, in Empresa Demonstração, Lda, with invoice FT D26/33.

How to use it

Asking a question with a button

1. Open the document, for example a customer invoice.
2. Click the Copilot icon in the top bar. Use the open record comes ticked, with the type of screen next to it.
3. Click a button, for example How much is left to pay?. The question appears in the conversation, followed by the answer.

Adding a button

1. Open Copilot › Instructions › Ready requests and click New.
2. In Kind of record, choose the screen. Leave it empty for a button that appears on screens without their own buttons.
3. In On, choose Open record or Open list.
4. Type the Button (the short text) and the Question sent (3 to 300 characters) and click Save.

To hide a button without deleting it, turn off Active.

Expected result

The new button appears straight away in the Copilot window, on screens of the type you chose. In the demo, When is it due? appeared on the open invoice with the invoicing profile.

The built-in list has six buttons: Explain this entry and How much is left to pay? (journal entries), Summarise this customer (contacts), Summarise this employee, Summarise this record (other records) and Summarise this list.

Pending validation on screen: the answer from a real AI provider. The demo is a test database and fiscaldoo does not call the AI from it.

Important notes

• A button's question follows the same data rules as any question: see Privacy and consents.
• The buttons only use the open document with Use the open record ticked.

Common problems

“The conversation could not use the AI, so this is the result of the search…”

• Cause: the AI could not be called. The reason comes after this sentence; in a test database it is “The AI is not called from a test environment. Nothing was sent.”.
• What to do: read the reason. Instead of the answer about the document, the Copilot shows what it found in the documentation.

“The AI is on but no provider is ready yet, so I only give the step by step help”

• Cause: there is no connection ready to use, and the conversation options are inactive.
• What to do: ask the Fiscal administration profile to set up the connection in Copilot › Connections to the AIs › Connections.

“The question of the button “…” must have between 3 and 300 characters”

• Cause: the Question sent is too short or too long.
• What to do: rewrite it within that length and save again.