Copilot records cannot be created, changed or deleted by hand
Symptom
You open a list in the Copilot › Control menu (for example Log) and cannot find the New button, or any way to change or delete a line. Or a program connected through the integration receives one of the messages below.
Message
On screen there is no message: these lists have no New, Import or Delete, and clicking a line in the Log does not open any record.
The following messages are an internal safeguard: people working on screen never see them. Only a program connected through the integration receives them, and they are for the technician who set it up:
| Record | On creation |
|---|---|
| Log | “The Copilot log is written by the Copilot only. Nothing was recorded. Use the Copilot actions to make a record: the log can never be filled in by hand or imported.” |
| AI calls | “The AI call log is written by the Copilot only. Nothing was recorded. Use the Copilot agents to make a call: it can never be filled in by hand or imported.” |
| AI suggestions | “AI suggestions are created by the Copilot only. Nothing was recorded: ask the Copilot for a suggestion from its own screens instead.” |
| AI consents | “A consent is recorded only by the consent assistant of the AI settings. Nothing was recorded: open the AI settings and use “Give consent”.” |
| Switches | “The Copilot switches are created by the system, one per company and agent. Use the existing switch to turn it on or off.” |
| Helper questions | “The Helper's questions are kept by the Helper only. Nothing was recorded: ask your question with the Copilot icon instead.” |
| Reader corrections | “Reader examples are created by the document reader when you correct a draft. Nothing was recorded: correct the draft itself instead.” |
When changing or deleting a line that already exists:
“The Copilot log can never be changed. Nothing was changed. If something is wrong, ask the Copilot to record a new line instead of editing the old one.”
“The Copilot log can never be deleted. Nothing was deleted because it is the proof of what the Copilot did and who accepted it. Keep it and add a new line if needed.”
“Only the “On” field of a Copilot switch can be changed. Change that field only.”
“A Copilot switch cannot be deleted because it is the record of what was chosen. Use the “On” toggle to turn it off instead.”
These messages are the same with the Accountant and Administrator profiles. They were copied from the Portuguese demo database, attempting the operation through the integration, because the screen does not offer these buttons.
Verified causes
- These lists are the proof of what the Copilot did. They show what happened, who did it and who accepted it. If they could be written by hand, they would no longer prove anything, so the refusal applies to all profiles, including the administrator.
- Switches are created with the system. There is one per company and per agent, and only On can be changed.
What to check
- Which list you have open. Read by the Copilot has no New button either: its lines come from the files the Copilot reads.
- What you wanted to do: correct an old line, turn on an agent or give a consent.
- Your profile: the Accountant sees the Switches, but clicking On changes nothing. The Administrator can change it. The Auditor profile sees the same lists. Billing does not see the Copilot menu.
How to fix it
What you can do yourself:
- Turn an agent on or off: in Copilot › Control › Switches, if your profile allows it, click On on the agent's line.
- Correct what the document reader read: correct the draft. The correction goes into Copilot › Agents › Reader corrections by itself. Pending validation on screen: the list was empty in the demo and this step was not seen.
- Correct a wrong Log line: it cannot be corrected. Leave it and do the right action in the Copilot, which goes on a new line.
What you ask someone else to do:
- Give or withdraw a consent: ask Fiscal administration to follow Privacy and consents.
- Turn on a switch without permission to do so: ask the administrator.
To learn what each column of the log means, see Copilot log.
Expected result
The old line stays in the list, unchanged. The correction appears on a new line, or the switch takes the state you chose.
When to contact support
- A line has disappeared from one of these lists.
- A message appears that is not in this article, for example when opening a list.
Information to send
Follow How to ask support for help and what information to send, with the list name, the line's date and the full message.