How field-filling suggestions work

What is it for?

On text fields chosen by the company, a Suggest with the Copilot button appears next to the field name. The Copilot proposes a value and a person decides: nothing is written unless they accept.

When to use it?

• There are text fields the team always fills in the same way, and a proposal saves time.
• You want to see which suggestions were made and what happened to them.

Where to find it?

• Choose the fields: Copilot › Agents › Fields with suggestion.
• See the history: Copilot › Control › AI suggestions.
• Ask for a suggestion: on the screen itself, next to the field name.

Before you start

• To choose the fields: the system administrator (or Fiscal administration).
• To see the button: the Accountant profile. With the invoicing profile, the button does not appear.
• For it to work: the switches Copilot (master switch of the company) and AI - Suggest values for fields, in Copilot › Control › Switches, and a ready AI connection.
• Done on 5 November 2026, in Empresa Demonstração, Lda.

How to use it

1. Open Copilot › Agents › Fields with suggestion and click New.
2. In Field, search for the field. The screen it belongs to comes in brackets, for example Job Position (Contact).
3. In What to suggest, type a short instruction, tick On and click Save.
4. With the Accountant profile, open the screen and click the button next to the field name.

Expected result

The Copilot window opens. In a test database, it says that the AI is not called and that nothing was sent.

Pending validation on screen: the proposal, accepting and refusing. The demo is a test database and fiscaldoo does not call the AI from it, and suggestions can only be created by the Copilot itself. What follows comes from the product (the code) and has not been seen.

• The window shows the proposal. Only when you accept is the value put in the field, written in the name of whoever accepted.
• AI suggestions keeps the history: the suggestion, the Confidence, the Model used, the State (Proposed, Accepted or Rejected), Decided by and Decided on. While there are none, the list says “No AI suggestions yet.”.

Important notes

• Only free-text or selection fields. It does not accept fields that are not stored, or read-only fields.
• Never certified tax fields (numbers, signature, series), nor anything about health, trade unions, strikes or credentials. Some do not even appear in the search: searching for “Hash” gives No records.
• Personal data follows the connection's rules. See Privacy and consents.
• What this list does not cover: suggestions from read documents and from scheduled rules have their own screens. See How to schedule AI rules and review the suggestions.

Common problems

“The field “…” cannot get suggestions…”

• Cause: you chose a tax field, for example Acquirer NIF (Intrastat Line). Nothing was saved.
• What to do: choose a free-text field, such as a description.

The button does not appear next to the field

• Cause: your profile is not Accountant, the field is not On, or one of the two switches is off.
• What to do: ask the Fiscal administration profile to check the list and the switches.