The Copilot can query and build in Insights
What moves
The Copilot asks Insights a business question, explains a number, suggests a chart and, after confirmation, saves and schedules the question or builds a report, as the signed-in user.
Before you start
- Insights and AI Copilot in your plan
- An AI provider set up for your company
- The person holds the permission the action needs
- Insights and the Copilot in your plan
Step by step
- Finance controllerAI Copilot
Asks which three customers drove the drop in collections.
You see:The Copilot runs an Insights question and returns the figures.
- Finance controllerAI Copilot
Asks it to explain how one figure was calculated.
You see:The explanation and the data sources behind it are shown.
- Finance controllerInsights — Business Intelligence & Apps
Asks to save the question and run it every Monday, and presses Run.
You see:A saved question and a schedule appear in Insights.
Related
- AI Copilot
- Insights — Business Intelligence & Apps
- The Copilot reads and runs the catalogue and the shop
- The Copilot reads your chat without keeping it
- The Copilot works the finance module for you
- An announcement is sent to a department by conversation
- An employee asks for a salary advance and payroll decides
- Connections between modules