The Copilot is switched on, set up and first used
Who is involved
| Role | What they do |
|---|---|
| Platform administrator | Switches the Copilot on for the whole platform. |
| Tenant admin | Chooses the AI provider, writes company knowledge and sets limits. |
| Employee | Uses the Copilot once it is ready. |
Step by step
- Platform administrator
Switches the AI Copilot on in the platform features list.
What they see:The feature shows as on, and people whose role includes Copilot get the button on their next refresh.
- Tenant admin
Opens Settings, AI provider, picks a provider and model and pastes the company's key, then presses Test.
What they see:The page confirms the provider answered, or says why it did not.
- Tenant admin
Writes the company knowledge, such as leave rules and tone, in AI context.
What they see:The Copilot uses it from its next answer.
- Tenant admin
Sets daily and monthly limits in AI usage limits.
What they see:The defaults apply to everyone unless a person has an override.
- Employee
Refreshes the page, or waits a couple of minutes, and opens the round Copilot button.
What they see:The button appears and the panel offers starter questions.
- Employee
Asks how many leave days they have left.
What they see:The answer arrives at once, with chats left today shown in the panel.
Who is told what
No message is sent; the button simply appears for people whose role includes Copilot once the platform switch is on.
Related
- AI Copilot
- Vendor bills are loaded by one person and approved by another
- A heavy user hits the limit and an admin raises it
- A manager assigns work through the Copilot and the colleague is told
- Ask about vehicles and the papers that expire
- Ask company policy and get an answer from your own documents
- Team workflows