Everything you need to know about Access Evo and Copilot
How to use Evo and Copilot
12 articles
- Overview of Access EvoAn overview of Access Evo, explaining its key benefits as an AI-enhanced evolution of Access Workspace and how its three-tier security model keeps your data safe and secure.
- Overview of CopilotAn overview of Copilot, an AI assistant within Access Evo that helps you complete tasks, conduct research, and interact naturally using advanced language processing, including an explanation of Evo Skills.
- How to access and start a Copilot conversationA guide to accessing Copilot on the Evo platform, selecting an Evo Skill, and starting a conversation using suggested or custom queries.
- Copilot key featuresAn overview of Copilot's key features, covering topic history, full screen mode, chart generation, and how to switch between Evo Skills mid-conversation.
- Select a Database in Copilot SkillsA guide to the Database Selector feature in the Access Dimensions Cloud Copilot Skill, explaining how to switch between databases during a conversation for more accurate and flexible querying.
- Questions you can ask Copilot about the Debtors moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse customer records and sales transactions from the Debtors module.
- Questions you can ask Copilot about the Creditors moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.
- Questions you can ask Copilot about the Financials moduleA reference guide to the natural language queries you can use with Copilot to retrieve and analyse financial information from the Financials module.
- Questions you can ask Copilot about the Selling and Purchasing EnquiriesA reference guide to the natural language queries you can use with Copilot to retrieve and analyse outstanding sales orders and purchase orders from Access Dimensions Cloud.
- Download and use Access Evo Mobile on your phoneA guide to downloading and using the Access Evo mobile app, covering how to log in, select an organisation, and access Copilot features on iOS and Android devices.
- Manage permissions for Access Evo and FeedA guide for administrators on how to enable or disable Copilot and Feed features for individual users within the Access Evo platform.
- End user with a specific profile can't see menu options in Dimensions Cloud via Access Evo